We know the 1031 exchange rules and the Sections of the Internal Revenue Code that relate to exchanges. We will advise you on the aspects of your exchange that qualify for tax deferral and make you aware of any potential issues.
Money from exchanges must be held in a qualified escrow account until an exchangor has identified and purchased their replacement property. You are not allowed to constructively receive exchange proceeds until the exchange is complete. We provide qualified escrow.
We can show large landowners and their tax advisers tools, like bifurcation, that can save significant taxes on a 1031 exchange in Bozeman. We will help educate your tax adviser and help them with clarification on exchange rules. We offer services for 1031 exchange in Big Sky.
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