Empower your advisory practice with institutional-grade calculators. Demonstrate taxable equivalent yields and DST comparisons with clarity and compliance.
Built specifically to handle the complexities of Section 1031.
Calculate taxable equivalent yields instantly based on specific depreciation schedules and client tax brackets.
Compare Residential vs. Commercial DST options in a single view to help clients make data-backed decisions.
Generate professional PDF reports that clearly explain the tax benefits and cash flow potential.
A successful exchange requires a coordinated team. Find the specialist you need.
The QI is a mandatory, independent party who facilitates the exchange. They hold the sale proceeds to ensure you never take constructive receipt.
Contact a QIYour advisor assesses how the 1031 exchange and DST investment fit into your broader financial picture, considering cash flow and diversification.
Contact an AdvisorThis specialist provides critical tax advice separate from your accountant. They ensure you maximize your savings and report your exchange correctly.
Contact a Tax Specialist