Marcus Okafor

Step-up basis elimination keeps failing due to record-keeping challenges for heirs.

Verify your accommodator has EAT capacity before signing a purchase agreement.

Verify your QI through certification, bonding, and financial strength.

Protect your exchange by auditing the intermediary's controls before signing.

Tired landlords can defer taxes by trading rental stress for net lease stability under Section 1031.

Two strategies for freeing equity have different tax and timing implications.

The IRS reclassifies active investors as dealers based on transaction patterns, not labels.

Reinvesting deferred taxes across multiple exchanges multiplies appreciation tax-free.