Real Estate Investing
“Should I roll my rental sale into a 1031 exchange?”
A 1031 exchange is often considered when a rental property is being sold and the goal is to defer recognition of gain into another investment property, but the practical fit depends on several details. The type of property being sold, the intended replacement property, and the timing and documentation around the transaction can all affect how the exchange is treated. Financing, closing coordination, and whether the property was held for investment rather than personal use are also common factors. In many cases, the broader tax picture, including gain, depreciation, and future plans for the property, shapes the decision. Walking the details through with a CPA is the fastest way to know what truly applies here.
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.
“As a freelancer with rentals in Alabama, am I missing deductions?”
“As a freelancer with rentals in Alaska, am I missing deductions?”
“As a freelancer with rentals in Colorado, am I missing deductions?”
“As a freelancer with rentals in Arizona, am I missing deductions?”
“I flipped a severely distressed house in less than a year, will my massive profits be taxed as ordinary income or short-term capital gains?”
“I am selling a highly profitable rental property and want to use a 1031 exchange, exactly how long do I have to officially identify a replacement property?”
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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