Real Estate Investing

“Do I have to do a 1031 exchange to sell my rental tax-wise?”

CommonDeep Dive · 60 min · $170

Selling a rental does not automatically mean a 1031 exchange is required, and the tax result often depends on how the property was used, whether it was held for investment, and what kind of gain is involved. In many cases, owners compare the exchange option with a taxable sale, especially when depreciation, prior improvements, and any personal-use periods affect the numbers. The timing and structure of the sale, along with how the replacement property would be acquired, can also shape the outcome. A targeted review with a CPA can turn the uncertainty into a clear next step.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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