Prepare the file
Collect the dates, contracts, title, ownership, advisors, lenders, and financing facts the exchange team will need.
Open the Start Checklist1031 Exchange Guides, Checklists and Tools
Start with the free guides and calculator below. No form is required to read these resources. The optional library request provides access to additional recorded presentations.
Need the ordinary Day 45 and Day 180 planning dates?
Use the 1031 Exchange Deadline Calculator to count from the relinquished-property transfer date, then download two separate all-day calendar files or print the summary.
Start with the transaction in front of you
Use the shortest guide that matches the next closing decision.
A sale closes soon
Review what to do before a relinquished-property closing and before sale proceeds move.
Open the Closing GuideA purchase must happen first
Review the early facts that can affect a reverse exchange when replacement property is ready first.
Open the Reverse ScenarioImprovements are part of the plan
Review title, construction, budget, payment, financing, insurance, and deadline coordination.
Open the Improvement GuideFind the answer for your next decision
These guides are open to everyone. Start with the exchange situation closest to yours.
Understand the dates and rules
Review ownership and reinvestment
Plan a California transaction
Connect local closing coordination with federal requirements and California reporting questions.
Choose and coordinate with the team
Additional recorded presentations
An optional library request, separate from the open guides and tools.
The additional library contains recorded exchange presentations for investors and advisors. Older recordings provide background, not confirmation that a rule or practice remains current.
For urgent transaction questions, contact the exchange team directly before closing documents are finalized.
You can use every guide and the deadline calculator above without requesting access. Refer to current guidance and your advisors before relying on an older presentation for a live transaction.
What the library helps you review
- Exchange deadlinesUnderstand the 45-day identification period, 180-day exchange period, and why planning before closing matters.
- Service fitCompare delayed, simultaneous, reverse, and improvement exchange paths before choosing the right conversation with IES or RES.
- Transaction vocabularyReview terms such as Qualified Intermediary, Exchange Accommodation Titleholder, replacement property, relinquished property, and exchange credit. Open the 1031 Exchange Glossary.
- Advisor coordinationUse the materials as a starting point for conversations with CPAs, attorneys, brokers, lenders, escrow officers, and title teams.
Who should request access
The materials are useful for property owners considering a tax deferred exchange, buyers who may need to purchase replacement property first, investors planning improvements, and professionals helping clients evaluate transaction timing. The library is educational and does not replace tax or legal advice from the client's own advisors.
Use the resources before the transaction becomes urgent.
Section 1031 planning becomes more difficult after closing instructions are final, proceeds have moved, or replacement property decisions have been made without an exchange structure in place. The library gives visitors a practical orientation before they speak with the exchange team or their tax and legal advisors.
For active sales, purchases, or reverse exchange opportunities, use the resources as background and then contact the team directly so facts, deadlines, and documents can be reviewed in context.