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Exchange Services
Replacement Property Identification 45-Day Identification Strategy 180-Day Closing Coordination Three Property Rule Strategy 200% Rule Strategy 95% Rule Strategy All Exchange Services
Replacement Property
Replacement Property Identification 45-Day Identification Strategy 180-Day Closing Coordination Three Property Rule Strategy 200% Rule Strategy 95% Rule Strategy All Exchange Services
Service Areas
Louisville Jeffersontown St. Matthews Lyndon Middletown Hurstbourne All Exchange Markets
(502) 908-2821
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Exchange Services

Replacement Property Identification

45-Day Identification Strategy

180-Day Closing Coordination

Three Property Rule Strategy

200% Rule Strategy

95% Rule Strategy

Forward Exchange Coordination

Reverse Exchange Coordination

Improvement Exchange Planning

Qualified Intermediary Coordination

DST Placement Coordination

NNN and STNL Property Sourcing

Multifamily Replacement Sourcing

Industrial Property Identification

Retail Replacement Sourcing

Medical Office Replacement Sourcing

Self Storage Replacement Sourcing

Rent Roll Analysis

T12 Financial Review

Market Comparable Analysis

Lender Preflight Coordination

Boot Calculation Support

Form 8824 Preparation Support

Tax Advisor and CPA Coordination

Exchange Documentation Assembly

Home/Selling & Taxes

Selling & Taxes

Tax and sale-planning guides for Louisville property owners deciding whether to sell, exchange, or hold.

Plan the exit

Selling & Taxes

The 1031 Answer to Capital Gains

The main ways a Louisville property owner can defer capital gains tax on a sale, why a 1031 exchange is the most direct route, and what it actually requires.

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Capital Gains Tax on Investment Property

What a Louisville investor actually owes in capital gains tax on investment property, how federal and Kentucky liability stack, and what lowers the bill.

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Capital Gains Tax on Rental Property

How capital gains tax on rental property is actually calculated, what depreciation recapture adds to the bill, and the options a Louisville landlord has at sale.

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Depreciation Recapture Tax Explained

Depreciation recapture tax catches many Louisville landlords off guard at sale. Here's how it's calculated, why it applies even to unclaimed deductions, and what defers it.

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How to Avoid Capital Gains on Real Estate

A plain look at the legal ways a Louisville property owner can avoid or reduce capital gains tax on a sale, from timing to deferral to basis adjustments.

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Cost Segregation Explained

What a cost segregation study does for a Louisville commercial property, how it accelerates depreciation, and why it matters when planning an eventual sale or exchange.

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Capital Gains When Selling a House

Most Louisville home sellers owe nothing in capital gains tax thanks to the Section 121 exclusion, but the rules have limits worth understanding first.

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The Section 121 Exclusion

The Section 121 exclusion shelters up to $250,000 or $500,000 of gain on a primary home sale. Here's who qualifies and where Louisville sellers trip up.

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Capital Gains Tax on a Second Home

Second homes and vacation properties don't get the primary residence exclusion, so a Louisville owner's options for the capital gains bill look different.

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Capital Gains Tax on Inherited Property

Inherited property gets a stepped-up basis, which usually shrinks the capital gains bill sharply for a Louisville heir who sells soon after inheriting.

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Spreading Gain With an Installment Sale

How an installment sale real estate deal spreads capital gains tax over several years, where it beats a straight sale, and how it compares with a 1031 exchange.

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Opportunity Zone Tax Advantages

How opportunity zone tax benefits work for capital gains from any source, how the rules differ from a 1031 exchange, and where each option makes more sense.

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Donating Appreciated Real Estate

How a charitable remainder trust real estate donation avoids capital gains tax, what income it can provide the donor, and how it compares with a 1031 exchange.

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Estate Planning for Property Owners

How estate tax real estate rules interact with a lifetime of appreciation, what step-up in basis means for heirs, and where deferral strategies fit into the plan.

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