Qualified Intermediary Failure Risk and How to Protect Exchange Funds
Segregated accounts and dual-signature approval protect exchange funds when intermediaries fail.
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Segregated accounts and dual-signature approval protect exchange funds when intermediaries fail.
Each owner can direct their share to different heirs and separately exchange proceeds at sale.
Buying property first requires a titleholder, tight coordination, and careful timing to qualify.
Each structure defers taxes differently and accepts different types of gains.
Missing even one of four conditions turns your 1031 exchange into a taxable sale.
Compare the reinvestment rules, timelines, and tax outcomes of each strategy.
Structuring your LLC for 1031 exchanges requires alignment with tax rules and estate planning goals.
DST investment surged 49% in 2025, driven by investors racing against 1031 exchange deadlines.
Planning ahead can shield real estate sellers from a surprise 3.8% surtax on top of capital gains.
States can tax deferred gains years later if you buy replacement property outside their borders.
Depreciation recapture and capital gains taxes compound on rental sales, often totaling $40K–$120K.