When a 1031 exchange begins late in the calendar year, investors and their advisors must navigate more than just the standard exchange deadlines. Understanding how the 45-day identification period, 180-day exchange period, and tax return filing deadlines intersect is essential to keeping an exchange on track and preserving tax deferral.
Join Accruit for an educational webinar exploring the unique challenges and planning opportunities associated with tax-year straddling exchanges. We’ll discuss how exchange timelines are impacted when a transaction spans two tax years, the role of tax return extensions, and best practices for coordinating with tax and real estate professionals to avoid costly mistakes.
Webinar Agenda
- Understanding 1031 Exchange Deadlines and How They Interact with the Tax Calendar
- Navigating Tax-Year Straddling Exchanges and Preserving the Full Exchange Period
- When Tax Return Extensions Matter—and How They Can Impact Exchange Timing
- Planning for Partial Exchanges and the Tax Implications of Boot
- Coordinating with Tax Advisors to Avoid Common Year-End Exchange Pitfalls
- Practical Case Studies and Best Practices for Exchanges Crossing into a New Tax Year