Our Calculators
Use our 1031 exchange calculators to estimate capital gains tax, potential reinvestment amounts, and net proceeds. Make informed real estate decisions with ease. Whether you’re planning your first exchange or looking to refine your investment strategy, our tools offer quick, accurate insights to help you evaluate your options. Navigate the complexities of a 1031 exchange with confidence and clarity.
The Purpose: This is a quick assessment used in Real Estate to determine if a 1031 exchange might result in a taxable “boot”. The test will compare the values of sold and purchased property in terms of fair market value, equity, and mortgage.
The Goal: To ensure you are trading “up or equal” in value, equity, and debt to avoid triggering taxes on any gains.
Limitations: This is only a quick estimate. You should contact one of our professionals, and we will run a deeper data analysis to best assist you.
The Purpose: This calculator helps determine the difference between the asset’s selling price and the original cost. The difference represents either a capital gain or a capital loss.
The Goal: To help you estimate the potential tax liability you may incur when selling a capital asset for a profit.
Limitations: This is only a simple calculation. Your situation may be slightly different; that is what our experts are here to help with.
The Purpose: This is a helpful tool to estimate the capital gains tax you might owe when selling an asset, taking into account how long you’ve held the asset.
The Goal: To assist in estimating tax liability, planning for taxes, and investment decisions.
Limitations: This is only a simple calculation. Your situation may be slightly different; that is what our experts are here to help with.
