We are pleased to offer the following resources in 1031 Exchange Resources Section:
The Forms Document Library contains legal document templates and language for 1031 exchange transactions, Internal Revenue Service guides and forms, and links to state tax forms and publications.
The Reference Library is an extensive repository that includes links to IRS Tax Codes, IRS Regulations, IRS Revenue Rulings, and IRS Revenue Procedures. In addition, you will find links to Technical Advice Memorandums, Tax Court Memorandums, IRS Field Service Advisory Memorandums, Non-Docket Service Advice Reviews, Chief Counsel Advisories, and IRA News Releases, Notices, and Treasury Decisions, as well as state tax board notices and announcements.
The Articles library contains technical documentation, procedures, and other information authored by The Exeter Group specialists and experts on 1031 exchanges.
How-To Guides include instructional material on 1031 exchanges and self-directed IRAs, as well as advice on choosing the proper tax deferral strategy and qualified Intermediary (QI).
The Streaming Content section offers a rich compendium of videos and narrated presentations that discuss various aspects of 1031 exchanges and key compliance requirements.