Anthony Roselli has the experience and expertise to facilitate even the most complex exchange transactions…

…and has helped investors and business owners defer hundreds of millions of dollars in capital gains tax. He can help you avoid the mistake of making yourself liable to pay capital gains taxes upon the sale of an investment property when you plan to purchase a replacement property. He can provide a smooth and worry-free exchange period.


 
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What is a 1031 Exchange?

The Internal Revenue Code* provides that a taxpayer may sell real estate property held for productive use in a trade or business or investment and defer payment of capital gains tax if that taxpayer uses the proceeds to acquire a like-kind replacement property.


Why Exchange?

  • Capital gains tax is significant

  • Reinvestment into replacement property allows a taxpayer to leverage dollars that would otherwise be spent on taxes

  • Allows for non-income producing property to be replaced with income-producing property

  • Allows taxpayer to diversify a portfolio and minimize risk