When a 1031 Exchange begins in one calendar year and concludes in the next, additional planning considerations arise.
While the core exchange rules remain the same, year-end timing can affect tax reporting, estimated payments, cash flow expectations, and coordination among advisors.
In this webinar, we will cover:
- Key considerations when exchanges span two tax years
- Tax reporting timing and documentation issues
- Communication strategies between investors, CPAs, and attorneys
- Planning opportunities — and potential pitfalls — as year-end approaches
Ideal for investors, attorneys, and CPAs, this session provides practical guidance to help ensure exchanges remain compliant and strategically aligned, even when the calendar changes.
ABOUT NORTHERN 1031 EXCHANGE
For more than 60 years, we've handled all kinds of real-estate and business transactions. We know that effectively managing the tax liability associated with a sale, can have a significant impact on your returns.
Northern 1031 Exchange* has the expertise and resources to streamline your exchange and provide the necessary security of funds. As an operating subsidiary of Northern Bank, Northern 1031 Exchange is subject to supervision and regulation by the FDIC and Massachusetts Division of Banks. We are licensed and regulated, so you can be confident your funds are safe and protected.
* Northern Bank, including its subsidiary Northern 1031 Exchange, LLC does not provide tax, legal or accounting advice, nor can we make any representations or warranties regarding the tax consequences of your exchange transaction. We strongly encourage you to seek appropriate professional advice regarding your specific facts and circumstances.
