All Right Link List Content

Understanding a Year-End 1031 Exchange

David M. Gorenberg, CES® |
Corporate & Institutional
1031 Year End NC.jpg

Learn about how the year-end 1031 exchange works and what restrictions apply to exchangers.Under IRC §1031 individuals and businesses may exchange qualifying property for like-kind replacement property.Only property held for investment or for productive use in a trade or business qualifies for a like-kind exchange.Taxpayers need to be aware of all timing restrictions under Section 1031 of the Internal Revenue Code (IRC §1031).

Read More...


2020 Capital Markets Forecast: Market Tug of War

Tony Roth |
Investment Management
two-groups-people-playing-tug-of-war-around-earth.jpg

Our 2020 forecast discusses the interplay of productivity, populism, and portfolios. We look at solving the productivity puzzle.We discuss productivity driving populism.Our forecast also looks at testing the limits of policy.Investing is a data-driven process. We comb through economic and market information and use the data as clues that help lead us to a prudent investment strategy.

Read More...


Five Biggest Mistakes in Choosing Your Qualified Intermediary

David M. Gorenberg, CES® |
Corporate & Institutional
Five Biggest Mistakes NC.jpg

There are several considerations when choosing a qualified intermediary for your 1031 Like-Kind Exchange.The regulations governing 1031 exchanges clearly articulate who cannot be your qualified intermediary.Knowing what not to do can assist you in finding the right qualified intermediary for your transaction.The role of a qualified intermediary (QI) is integral to a 1031 Like-Kind Exchange to manage the financial, administrative, and sophisticated reporting requirements.

Read More...