Essential questions to ensure your CPA understands 1031 exchange tax implications and can guide you through the process.
Preparing for a CPA consultation about your 1031 exchange? The quality of questions you ask directly impacts the value you receive. This free downloadable guide ensures you cover all critical topics—from basic qualification questions to sophisticated tax planning strategies. With organized categories, space for notes, and a pre-meeting checklist, you'll maximize every minute of your tax advisor's time and make informed decisions about your exchange.
Downloaded by 1,000+ property investors preparing for CPA consultations
Organized into five key categories covering every aspect of your 1031 exchange tax consultation
Ample room to record your CPA's responses and important details for future reference
Complete document gathering list so you arrive at your meeting fully prepared
Logical flow from basic qualifications through long-term tax and estate planning
Post-meeting checklist to ensure you complete all necessary next steps
Know what warning signs to watch for when evaluating your CPA's 1031 expertise
+ 2 more questions in the full guide
+ 2 more questions in the full guide
+ 3 more questions in the full guide
+ 2 more questions in the full guide
+ 3 more questions in the full guide
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