| Dial-up
users can listen to the program in small
"byte-size" portions below...
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(Remember
to turn on your speakers :-) |
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Intro,
with Gary Gorman; 1031 exchange - Do you really
know what it is? |
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Is
1031 a "theory" or a "gimmick"?;
"Old and new" vs. "relinquished
and replacement"; Gary's background;
A standard 1031 - Fred and Sue; How long does
it have to be an investment property?; For
investment use only; Avoiding or deferring
tax?; How does a primary residence become
investment property?; §1031 vs. §121?
The $250,000 exclusion; Selling the rental
condo, then buying the second home. |
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What
about 2nd homes?; Proving investment intent;
Documentation: write a letter to your CPA
and attorney; Treating it like an investment;
Seller/buyer can't touch the money; The
in dependant third party: the QI (Qualified
Intermediary); Why you want CPAs, tax or
accounting professionals to do this; How
1031 benefits the Small Investor vs. the
Millionaire. |
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Mortgages
and §1031; Do you need to re-qualify
for a new mortgage with a 1031 exchange?;
Why are interest rates higher for 1031 exchanges?;
What about Fix-and-Flips?; Exchanging commercial
properties for residential (or vise versa);
What is "Like-Kind"?; Is one-year-and-one-day
a hard, fast rule?; Short term capital gain
vs. long term; Handling accumulated depreciation;
Accumulated depreciation vs. recaptured depreciation. |
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"Define
a list"; Why 3 properties or less?; Do
you have to be under contract?; Close second
property within 180 days; How easy is a 1031
exchange?; Getting answers about 1031 exchanges;
QI becomes buyer AND seller; Contract wording;
QI as a real estate agent?; Serious timelines
and triggers - hard, fast rules; Does the
IRS look at a 1031 during an audit?; Handling
"boot"; How do you pick a good intermediary?;
The importance of a bond; QI Qualifications?;
Segregated accounts vs. commingled accounts;
Contacting The Experts. |
