Latest / The Ivy Group Podcast
Boot Tax and Estate Tax for Commercial Real Estate 1031 Exchange Properties, Part 2 of 3_Tim Vi Tran_Season 1, Episode 22
Understanding What Really Happens When a 1031 Exchange Isn’t Perfectly Balanced
In Part 1, we explored how savvy investors use the 1031 Exchange as a tax deferral tool and why the step-up in basis can eliminate capital gains and depreciation recapture when transferring property to heirs.
This episode continues the conversation by unpacking two major topics investors often overlook: how estate taxes interact with inherited 1031 properties, and how boot tax is triggered when exchange proceeds aren’t fully reinvested.
To read it as a blog
To watch it as a 16-min video
Interested in learning how…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.