Monthly Archives: January 2014

Charline Cox

I really admired the way that the legal staff put the closing package together. I would like to sincerely thank you!

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Converting 1031 Replacement Property To A Principal Residence

Converting 1031 Replacement Property To A Principal Residence

One of the hidden benefits of doing a Section 1031 exchange is that the code permits the taxpayer to change the use of the replacement property without triggering a realization of the deferred gain that was accumulated into it! But, like so many other rules in this area, strict compliance with the guidelines is required. …

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Patricia M. Kelly

Thanks for helping with the purchase. You are terrific.

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Seteney Shami

I just wanted to express my appreciation for all your hard work and successful completion of the purchase of the apartment. Thank you.

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Rebecca Rizzo

Thank you for such a comprehensive presentation and the guided materials. It was truly an excellent session and likely the most important of them all.

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Rochelle Crespi

It was great to work with your team to help make this closing happen before the end of the year. I hope that there will be other opportunities for us to work together.

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