1031 Exchange Expert: Qualified Intermediary, 1031 Exchanges, Accommodator, California and the U.S., etc., etc,

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Services for Real Estate Pros - The Law Offices of Elisabeth A. Lambert
RECENT BLOG POSTS
Our Attitude and The EconomyIt has been amazing to me to watch various players in our market and how they have reacted to the changing market. Some have slid down the "doom and gloom slide" and some have take the bear by the ears, stayed positive and changed their marketing approach to accommodat...
04/02/2008
And Why Do We Need Them?The Treasury Regulations codified the 1989 section 1031 changes in 1991. Part of those changes created a safe harbor for taxpayers using Qualified Intermediaries ("QI") to facilitate (or accommodate) their exchanges. I know, that still doesn't explain why taxpayers need to...
04/01/2008
Does Your Advisor Need the Most Up to Date 1031 Information?Tax advisors like doctors and attorneys frequently have specializations. Some CPAs work primarily with businesses who don't own appreciated property, so they aren't up-to-date about what's happening in the 1031 exchange world. It does no...
04/01/2008
More Tools You Can UseHave you ever had a client who had a lot of questions about 1031 exchanges? You've been a busy agent marketing and showing properties, so it's been a while since you've been to a 1031 exchange seminar and some of the details are a bit fuzzy. You remember something about "con...
04/01/2008
Tools You Can UseHave you ever had a client ask you how capital gain tax is calculated? Were you stumped about where you could find such information. You love providing education for your clients but you also know that you want to avoid giving tax and legal advice to your clients. Perhaps you wan...
04/01/2008
1031 Exchanges And the Tax AdvisorPrior to engaging in an 1031 exchange, it is critical that the taxpayer consult with his tax and/or legal advisors regarding the transaction. There may be very specific reasons why the tax advisor either recommends the exchange or recommends paying the taxes. It ...
04/01/2008
As a result of my previous post, requesting feedback on the type of information that will be useful to the ActiveRain community, I am posting our Exchanger Checklist that gives both agents and investors a concise step-by-step timeline of items to be covered prior to the exchange and during the ex...
04/01/2008
In an effort to make my posts more timely and useful for the community, I'd like some feedback regarding what kind of information you'd like to receive from me. I've been posting information on various aspects of 1031 Exchanges but I have not been receiving very many comments. So, I'm seeking inf...
03/26/2008
IRC section 1031 exchanges are used by owners of appreciated investment property to defer the capital gain tax (both state (if applicable) and federal 15% and depreciation recapture) by purchasing another investment property within 180 days. Previous blog posts go into all of the details and rule...
03/26/2008
I'd like to introduce two new associates who recently joined Active Rain. Both of these wonderful ladies are experienced Escrow Officers at Stewart Title in Visalia. They are very experienced working with investment property owners and they are well-versed in their role during a 1031 exchange.htt...
03/25/2008
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Lisa Lambert

Esq. 1031 Exchange Expert
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