Contact us before selling your property. We’ll handle the paperwork, structure your exchange for maximum tax deferral, and ensure full IRS compliance.
Any real estate held for investment or business purposes—rental properties, commercial buildings, farmland, raw land, storage facilities, and more—can be exchanged for another qualifying property in Sunburst, MT.
The IRS defines “like-kind” broadly for real estate. As long as the properties in Sunburst, MT are held for investment or business use, you can exchange different types—residential rentals for commercial buildings, land for storage units, and more.
Yes, as long as you meet IRS rules, including identifying a replacement property within 45 days and closing within 180 days, you can defer 100% of your capital gains tax.
Your funds are held in FDIC-insured accounts and never commingled with others. We also carry $5 million in fidelity bonds and $5 million in E&O insurance for additional security.
IRS deadlines are strict. If missed, your exchange may be disqualified, triggering capital gains tax. We’ll guide you through the process to help keep your exchange on track.
Yes. We specialize in Reverse Exchanges, Build-to-Suit structures, and complex transactions tailored to your needs in Sunburst, MT.
Our streamlined, tech-driven approach keeps costs low. For a $595 flat fee, we handle everything, ensuring a smooth and compliant exchange.
Possibly. If the vacation home in Sunburst, MT is primarily used as an investment property and generates rental income, it may qualify. However, if it is mainly for personal use, it will not meet IRS requirements.
Yes. You can sell multiple investment properties in Sunburst, MT and exchange them for one replacement property (or vice versa), as long as all properties meet IRS like-kind rules.
To fully defer taxes, yes. If you reinvest less than the total proceeds or take cash out, you may owe capital gains tax on the difference, known as "boot."
No. The exchange must be set up before closing. If you receive proceeds from the sale, it’s too late to structure a 1031 exchange. Contact us in Sunburst, MT before listing your property to ensure eligibility.
Yes. A 1031 exchange in Sunburst, MT is valid for investment properties anywhere within the United States. You can sell in one state and buy in another while maintaining tax-deferred status.
No. The proceeds must be reinvested into like-kind property in Sunburst, MT. Paying off personal debt or taking cash out of the transaction could create a taxable event.
Yes. The IRS requires that a Qualified Intermediary (QI) facilitate the transaction. You cannot take possession of the funds at any time during the exchange process.
Not immediately. If you intend to convert an investment property into a personal residence, you should rent it out for a period (typically at least 12–24 months) before transitioning it into a primary home to comply with IRS guidelines in Sunburst, MT.
You must file IRS Form 8824 with your tax return for the year of the exchange in Sunburst, MT. This form details the properties involved, purchase and sale prices, and other exchange-related financial information.
If the replacement property is of lesser value, the difference (known as "boot") may be subject to capital gains tax. We can help structure your exchange to minimize tax liability.
If you fail to identify a replacement property within 45 days, your exchange in Sunburst, MT will not qualify for tax deferral. To avoid this risk, we recommend identifying multiple options and working with our experts early in the process.
Simply contact us before selling your property in Sunburst, MT. We’ll guide you through every step, ensure compliance with IRS rules, and help you defer taxes while reinvesting in your next property.
