1031 Tax Exchanges

The Jones Industrial team specializes in guiding clients through the intricate and highly beneficial world of Section 1031 of the IRS tax code. This provision offers real estate investors (taxpayers) a powerful tool to preserve wealth and minimize tax liabilities. By helping to educate and guide clients through a 1031 Exchange, our team assists investors in deferring capital gains taxes when transitioning from one investment property to another of like-kind. We understand the nuanced regulations that govern these exchanges, ensuring our clients’ successful outcomes. Through our expertise, clients can unlock a myriad of tax and investment advantages while navigating the intricacies of the 1031 Tax Exchange process.

REASONS TO EXCHANGE

• Defer taxes (up to 35-40% of the gain)
• Diversify or consolidate a real estate portfolio
• Switch property types
• Greater purchasing power
• Build & preserve wealth
• Expand into other real estate markets nationally
• Improve cash flow
• Greater appreciation potential
• Estate planning for heirs