Key Things to Know About Key 1031 Exchanges -

Key Things to Know About Key 1031 Exchanges -

1031
exchange, qualified intermediary, 1031 qualified intermediary, qualified
intermediary companies, qualified intermediary company, exchange accomodator,
Delaware statutory trust, DST, exchange replacement property, exchange
intermediary, intermediary for 1031 exchange, like kind exchange, section 1031
exchange intermediary, section 1031 exchange intermediaries, list of qualified
intermediaries, section 1031 exchange intermediary company

 

The Evolution of 1031 Exchanges -

The Evolution of 1031 Exchanges -

1031 Exchanges, Qualified Intermediary, qualified
intermediary company, 1031 Qualified Intermediary, qualified intermediary
companies, exchange accomodator, Qualified Intermediary Experts, Real Estate
Exchange, Like Kind Exchange, Like Kind Exchange intermediary

 

What Does a Qualified Intermediary Do? -

What Does a Qualified Intermediary Do? -



1031 Exchanges, Qualified Intermediary, qualified intermediary company, 1031 Qualified Intermediary, qualified intermediary companies, exchange accomodator, Qualified Intermediary Experts, Real Estate Exchange, Like Kind Exchange, Like Kind Exchange intermediary

How to Buy Like Kind Exchange Property -

How to Buy Like Kind Exchange Property -

What Does a Qualified Intermediary Do? -

What Does a Qualified Intermediary Do? -

Think Carefully before You Treat Your 401K like An ATM - Retirement Division, Forensic Accounting and Business Valuation Blog

Think Carefully before You Treat Your 401K like An ATM - Retirement Division, Forensic Accounting and Business Valuation Blog

Think Carefully before You Treat Your 401K like An ATM - Retirement Division, Forensic Accounting and Business Valuation Blog

Think Carefully before You Treat Your 401K like An ATM - Retirement Division, Forensic Accounting and Business Valuation Blog

What You Need To Know About Military Retirement Overhaul? - Retirement Division, Forensic Accounting and Business Valuation Blog

What You Need To Know About Military Retirement Overhaul? - Retirement Division, Forensic Accounting and Business Valuation Blog

Tips for Dealing with Potential Fraud in your Business - Hetsler Mediation & Valuation Firm - Blog

Tips for Dealing with Potential Fraud in your Business - Hetsler Mediation & Valuation Firm - Blog

Tips for Dealing with Potential Fraud in your Business - Hetsler Mediation & Valuation Firm - Blog

Tips for Dealing with Potential Fraud in your Business - Hetsler Mediation & Valuation Firm - Blog

What Are the Biggest Issues Facing Forensic Accountants - Hetsler Mediation

What Are the Biggest Issues Facing Forensic Accountants - Hetsler Mediation

10 Surprisingly Effective Ways To Make Money - Hetsler Mediation & Valuation Firm - Blog

10 Surprisingly Effective Ways To Make Money - Hetsler Mediation & Valuation Firm - Blog

How to Buy Like Kind Exchange Property -

How to Buy Like Kind Exchange Property -



Addresses key requirements to locate and identify a 1031 exchange real estate exchange properties that meets the requirements to comply with a 1031 exchange and how a qualified intermediary plays a key role. 

Tips for Dividing Retirement Accounts in a Divorce - Retirement Division, Forensic Accounting and Business Valuation Blog

Tips for Dividing Retirement Accounts in a Divorce - Retirement Division, Forensic Accounting and Business Valuation Blog

In order to divide a qualified retirement account in a
divorce, you will require a special order to facilitate the division called a
Qualified Domestic Relations Order commonly referred to as a
"QDRO".  There are very limited
exceptions to this requirement and the most common exception is an IRA as that
is not a qualified plan and does not require a QDRO, although in rare
circumstances the plan does require them. 
However, if you pin them down, the Plan Administrators are never able to
provide a legal reason they are require one and it is always about them wanting
extra protection if they feel the final judgment of divorce is ambiguous.  The good news for the "real"
qualified plans is that under ERISA you are afforded a onetime exception for
the spouse receiving the proceeds (referred to as the Alternate Payee) in that
you can withdraw all or some of the proceeds simultaneously with the entry of
the QDRO and not be subjected to the traditional 10% early withdrawal penalty
if you are under 59 1/2.  Keep in mind
that if you are the Alternate Payee receiving the money from the other spouses
account (referred to as the Participant) and your plan is to either add it to
an existing IRA or open up a new IRA for the funds coming in, please make sure
to utilize an adviser to whom has a fiduciary duty to you and his/her interest
is truly your interest.  Quite honestly,
after having prepared literally thousands of these for the past 12 years and
having been asked almost every day of my life for the past 12 year for a referral
to a financial adviser, it is only recently that I have identified a
team/company, with offices across the nation that I FINALLY feel comfortable
referring to a team of advisers because, I am have been fortunate enough to
witness their work first hand, watch the lengths to which they will explain all
options to their clients and the respect those show towards their clients.  Having said that, whether you are just
starting out or not satisfied with your current adviser or simply desiring to
follow that national trend of "Before Divorcing your Spouse,
consider Divorcing your Financial Adviser” (Great Article and Movie by the
way) please let me know because, at no additional cost to you, I am happy to
connect you with someone to manage your money in or out of a retirement account
and you are looking for someone with experience, I would be happy facilitate
the introduction.  Either call
844-234-7376 or email me Robert@qdronow.com.

1031 Exchanges & Trusts -

1031 Exchanges & Trusts -

1031 Exchanges & Trusts -

1031 Exchanges & Trusts -

1031 Qualified Intermediary

Qualified Intermediary for 1031 Exchange

Top Soft Skills to Look For in a Forensic Accountant - Hetsler Mediation & Valuation Firm - Blog

Top Soft Skills to Look For in a Forensic Accountant - Hetsler Mediation & Valuation Firm - Blog

Department of Labor to Evaluate Employee Stock Ownership Plan Appraisals - Hetsler Mediation & Valuation Firm - Blog

Department of Labor to Evaluate Employee Stock Ownership Plan Appraisals - Hetsler Mediation & Valuation Firm - Blog

Key Considerations for 1031 Exchanges and Same Taxpayer Requirements -

Key Considerations for 1031 Exchanges and Same Taxpayer Requirements -  Tax-free exchanges are a critical component to any long term real estate investor. It offers many opportunities to expand their portfolio over the investing years without having to pay the federal or state government taxes on their gains or depreciation recapture taxes which can vary from state to state significantly.



Any Real Estate Investor typically already has its hands full just understanding in implementing their existing real estate investment plan and portfolio. As such, they often lacks the specific knowledge required to properly implement a 1031 exchange. The key,  for any real estate  investor, is to act early and seek the guidance of a qualified intermediary, who often, is very well-connected with other professionals that may or may not be required for the specific transaction. Depending on the level of complexity it may be that the qualified intermediary is the only person required to be involved or it may be that a tax attorney and CPA  should also be involved in the 1031 exchange process. 



Finally, speaking with a qualified intermediary, who is intimately familiar with the process, well experienced, and properly bonded and insured ( preferably a licensed CPA or licensed attorney), can save significant headaches down the road, not to mention taxes!

Tips for Avoiding Federal Taxes During Real Estate Transactions on the Commercial Market -

Tips for Avoiding Federal Taxes During Real Estate Transactions on the Commercial Market -

The Problem with Goodwill in 1031 Exchanges -

The Problem with Goodwill in 1031 Exchanges -

 The issue of goodwill comes up a lot in 1031 exchanges. The key to overcoming these issues is retaining a well respected and knowledgeable qualified intermediary company who can guide you through the process and avoid any potential pitfalls

Overcoming Key Challenges with a 1031 Exchange -

Overcoming Key Challenges with a 1031 Exchange -

Overcoming Key Challenges with a 1031 Exchange -

Overcoming Key Challenges with a 1031 Exchange -

Great Post on how qualified intermediary companies help
clients overcome 1031 Exchange challenges