CPA-led 1031 exchange guide
1031 Exchange Services
CPA-led 1031 guidance for real estate investors nationwide, with Qualified Intermediary execution through i1031. Brandon helps frame the strategic questions while i1031 handles the document and funds workflow.
Qualified Intermediary services
The mechanical work that has to be done correctly the first time.
- Exchange agreement and assignment
- Segregated qualified escrow account for proceeds
- Identification logging and acknowledgment within Day 45
- Funding instructions to closing agents
- Closing settlement and Form 8824 summary
CPA-led strategy
Where most QIs stop, Brandon starts asking the questions that matter.
- Equity and debt matching to avoid taxable boot
- Depreciation recapture exposure and basis carryover
- Partnership and LLC structuring for entity-level exchanges
- Replacement timing relative to your fiscal year
Exchange types supported
- Delayed (forward) exchanges
- Reverse exchanges (replacement closes first)
- Improvement / construction exchanges
- Multi-property and consolidation exchanges
Frequently Asked Questions
When should I engage the QI?
Before the relinquished property closes. Ideally, contact Brandon for planning and engage i1031 early enough for the Qualified Intermediary agreement, assignment, and closing instructions to be completed before closing.
What does a 1031 exchange cost?
Fees vary by exchange type. A delayed exchange is typically a flat fee; reverse and improvement exchanges run higher because of the parking arrangement. Book a call for a clear quote.