CPA-Led 1031 Exchange Guidance
S. Brandon Kress, CPA helps real estate investors evaluate and coordinate Section 1031 exchanges through i1031 nationwide. He brings CPA-led judgment to timing, replacement-property decisions, and advisor coordination, then connects the plan to Qualified Intermediary execution through i1031.
A delayed exchange must be arranged before the relinquished property closes. Investors generally have 45 calendar days to identify replacement property and 180 calendar days to complete the exchange.
Book a complimentary 1031 consultation or call (858) 883-1018.
Qualified Intermediary Coordination
Brandon guides the planning and coordinates with the investor's escrow, title, tax, and legal advisors. i1031 provides the exchange agreement, assignments, funds custody, identification workflow, and closing disbursements.
Plan Around the 45-Day and 180-Day Deadlines
The identification and completion windows run concurrently. Early planning gives investors more time to evaluate replacement property, financing, title, and transaction structure with their advisors.
1031 Exchange Questions
When should I contact a Qualified Intermediary?
Before the relinquished property closes. The exchange documents must be in place before the sale proceeds are received.
Does Brandon work with investors outside California?
Yes. Brandon guides real estate investors nationwide and coordinates Qualified Intermediary execution through i1031.
Is a 1031 exchange tax advice?
Brandon provides CPA-led planning and general education, with Qualified Intermediary execution through i1031. Investors should obtain transaction-specific tax and legal advice from their own advisors.