Real Estate Investing

“Do I need a 1031 exchange if I sell my rental?”

CommonDeep Dive · 60 min · $170

Selling a rental property can raise 1031 exchange questions, but the answer often depends on how the property was used, whether it was held for investment, and what kind of replacement property is being considered. A 1031 exchange is commonly discussed when the goal is to defer taxable gain, yet the details can vary based on the timing of the sale, the structure of the transaction, and whether any personal use was involved. The tax treatment can also be affected by depreciation taken over the years and any debt changes tied to the property. 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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