The following article is an excerpt from the Strategic Property Exchanges website:
Below are some of the questions that you and/or your client may have. We can work with you to assess the client’s current assets and financial needs/goals. These factors are integrated
into an analysis of the long term goals of the client and his assets.
• What are the current income needs of the client?
• What are the long term capital appreciation needs of the client?
• Would the client be willing for forego income to obtain greater capital appreciation?
• How will a taxable sale impact the client’s income and retirement goals?
• Is the client emotionally, physically and financially able to reinvest in more property?
• Does the client have any potential or realized losses that can be utilized?
• What are the possible exit strategies for the client?
• What opportunities are available to the client for reinvestment, including non qualifying
replacement property?
• Is it likely that the client will transfer these assets at death to his or her heirs and will
the client be subject to estate taxes?
• What planning might be necessary to protect against the loss of the step up in tax
basis after 2010?
• What are the risks in investing in syndicated Tenant in Common properties?
• What are the risks in investing in Triple Net Lease properties?
• What are the risks in using the client’s IRA’s and 401(k)’s to invest in real estate?
• What is the tax impact of placing assets in a Family Limited Partnership before a
Section 1031 exchange?
• What is the tax impact of Seller financing in a Section 1031 exchange?
Our experience, expertise, and skills complement and enhance your own professional
skills in order to provide the best result for the client.
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