Tax-free exchange consulting

We are often asked how to best manage the sale of highly appreciated assets. A tax-free exchange under rules allowed by the IRS is a favorite strategy of businesses and investors looking to continue to invest capital in a new asset while recognizing the benefits of a sale transaction. Followed properly, a tax-free exchange can help produce profits that for tax purposes are deferred to a later date while at the same time provide acquisition capital for similar type assets. These types of exchanges are most popular in the real estate industry and we consult with our clients on single asset, multi-property, build-to-suit and reverse exchanges.