Choose an issue below (listed from most recent) and click to open a printable PDF of our past newsletter issues. All PDFs are in color and most can be printed on one double-sided 8 1/2 x 11 page or two single sided 8 1/2 x 11 pages. For Real Estate brokers, these make great office displays or handouts to add to customer information packets.
July 2008 (PDF)
Articles include: Planes, Trains, and Automobiles- the "Other" 1031 Property; and Vesting, Financing and Your 1031 Exchange.
April 2008 (PDF file)
Articles include: A New Alternative to 1031 Exchanges?; Update: No Vacation for Vacation Homes!; and Did You Say You Wanted to Be Audited By the IRS?
January 2008 (PDF file)
Articles include: State Withholding on Real Estate Closings; How to Get an Extension on the 45 and 180 Day Dates with "Disastrous Results".
October 2007 (PDF file)
Articles include: Are Tax Rates Going Up?; Selling in a Declining Market.
July 2007 (PDF file)
Articles include: Vacation Homes-Mixing Business with Pleasure; Convert 1031 Deferral to 121 Exclusion.
April 2007 (PDF file)
Articles include: Advanced Issues: Developer Strategy Update; Quality Advice and Security of Funds.
January 2007 (PDF file)
Articles include: Private Annuity Trusts Part 2; Get me out of this Partnership.
October 2006 (PDF file)
Articles include: Private Annuity Trusts; Can I Exchange My Timeshare; and Common Myths of 1031's.
April 2006 (PDF file)
Articles include: Developers Can Benefit From a 1031 Exchange ; Should Real Estate Be Held in A Corporation?; Seller Financing - Just Say "No!" (When You Can) ; Reverse Exchanges: Do I Have to Sell Something Before I Can do an Exchange?; New Summit Offices in Tahoe and St. George.
January 2006 (PDF file)
Articles include: Tax Extension Alert - Don't End Your Exchange Early! ; An Interview with Lane Lyons, J.D., L.L.M.; Clearing Up Confusion Over Property Debt; Vacation Home Exchanges: 1031 and the "14-Day Rule".
October 2005 (PDF file)
Articles include: Purchasing Real Estate within your IRA; What to Do with Earnest Money; Trade Talk - Constructive Receipt & Safe Harbor, Combining Section 1031 and Your Principal Residence Exclusion and Event & Education News.
August 2005 (PDF file)
Due to all of our great customers, we only had time to write 2 articles this quarter!
Articles include: Benefits & Pitfalls of TIC's: Part 2 - The Pitfalls; Trade Talk (Construction Exchange and QEAA) and Event & Education News.
March 2005 (PDF file)
Articles include: Benefits & Pitfalls of TIC's: Part 1 - The Benefits; Can I exchange Flipped Properties; Trade Talk (Net Sales Price and Private Letter Ruling) and Event & Education News.
November 2004 (PDF file)
Articles include: New 5 Year Holding Rule; How to Get Cash Out of An Exchange; 1031 vs. Pension Plan; Exchanging Rights in Mining, Water,and Timber; Top 12 State Tax Rates; Trade Talk(Gain & Depreciation).
July 2004 (PDF file)
Articles include: Changes in the Principal Residence Exclusion; Build Your Perfect Replacement Property (construction exchanges); Exchanging Multiple Properties; How to Identify Properties; Trade Talk (Boot & Simultaneous Exchange).
April 2004 (PDF file)
Articles include: Can I Exchange My Vacation Home; It's All Relative (Related Party Exchanges); "Like-Kind" Often Misunderstood; Trade Talk (TICs & Basis).