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YOUR 1031 EXCHANGE IS THE FOUNDATION. WE’RE HERE TO BUILD THE EMPIRE.
Rated 4.8 by 100s
Audit: Reverse-Engineer the IRS
We dissect your gains, timelines, and goals to expose every dollar the IRS allows you to keep.
Strategize: Blueprints, Not Band-Aids
From syndicated real estate to multi-asset rollovers, we design 1031 strategies that scale wealth, not paperwork.
Compound: Wealth That Works Harder
We structure every exit to ensure your empire grows exponentially - long after the 180 day exchange clock expires.
Others play defense. We Dominate.
WE DON’T JUST FACILITATE EXCHANGES WE ENGINEER LEGACY MACHINES.
THE SOLUTION
How We Redefine 1031
Our strategies aren’t transactional checklists; they’re meticulously crafted blueprints that turn Section 1031 into a launchpad for compounding wealth. From syndicated real estate trusts to multi-asset rollovers, we structure every exchange to outmaneuver tax erosion and fortify your legacy; ensuring your portfolio doesn’t just survive the 45-day window, but thrives for decades beyond it. This isn’t tax deferral. It’s wealth reincarnation, designed to win.
The Problem
MOST 1031 FACILITATORS STOP AFTER YOUR TRANSACTION. YOUR WEALTH DESERVES BETTER.
Simply completing an exchange might save taxes today, but it could leave you with:
Stagnant Portfolios: Mediocre properties that barely keep pace with inflation.
Heirs in the Crosshairs: A deferred tax bomb your family inherits.
Missed Tax Benefits: More taxable income due to lack of leverage planning
Why settle for a transaction when you could use your exchange to build wealth that outlives you?
FAQs
Your Questions, Answered
Explore our FAQs to get answers to some of the most common questions about our services, processes, and how we can help you achieve your financial goals.
A 1031 exchange (IRS Section 1031) allows you to defer capital gains taxes by reinvesting proceeds from the sale of an investment property into a "like-kind" replacement property. It’s not a tax loophole, it’s a strategic tool to grow wealth, preserve cash flow, and build generational portfolios.
Nearly any investment or business real estate in the U.S. qualifies. Raw land, rental homes, commercial buildings, and even Delaware Statutory Trusts (DSTs) are eligible. Personal residences and flipping properties do not qualify.
We work with clients at all stages of life for tax, legal, and real estate professionals all throughout the country. From young professionals and growing families to high-net-worth individuals and retirees. No matter where you are on your financial journey, we can create a plan that aligns with your goals.
It’s easy! Simply contact us to schedule a free consultation. We’ll take the time to understand your needs and goals, explain our approach, and discuss how we can best assist you.
Our approach is entirely client-focused where we blend your current financial situation into your real estate portfolio; We prioritize personalized strategies, transparent communication, and long-term partnerships. We take the time to truly understand your objectives and craft a plan that aligns with your unique vision.
We operate with full transparency. Our fees are based on the services you require and are typically structured as a percentage of or a flat fee, depending on your needs. We’ll discuss all fees upfront, so there are no surprises. Our job is to bring value to your personal situation
45-Day Rule: There are three primary identification methods; The most common is to identify up to 3 replacement properties within 45 days of selling your original asset.
180-Day Rule: Close on the replacement property within 180 days.
We specialize in compressing timelines using pre-vetted real estate investment options
and off-market deals to avoid last-minute scrambles.
Your Empire’s Blueprint, Our Meticulous Craft
We design personalized 1031 exchanges that align with your unique goals, whether you’re diversifying into syndicated real estate, multi-property portfolios, or generational wealth plans. Your legacy isn’t a template, it’s a blueprint.
Guided by Experience, Built for Results
With over 30 years in real estate and 1031 exchanges, we’ve navigated market shifts, IRS guidelines, and complex portfolios to deliver outcomes that grow wealth, not just defer taxes. Trust matters - we’ve earned it.
Clarity & Partnership. No Surprises, Just solutions
We prioritize transparent communication, offering clear timelines, accessible updates, and jargon-free guidance. You’ll always know the next move and how it fuels your long-term goals.
Generational Wealth Accelerator
Transform 1031 exchanges into compounding portfolios using syndicated real estate, Opportunity Zones, and cascading rollovers. Turn your real estate into a wealth engine.
Zero-Day Reverse Exchange Command
Secure off market replacement properties before you sell. Eliminate the 45-day scramble with our pre-vetted network of real estate professional exclusive listings and syndicated providers.
Tax Obliteration Blueprint
Incinerate capital gains via hybrid trusts, depreciation weaponization, and billionaire-tier exits. Compliant. Ruthless. IRS-proof.
100-Year Legacy Fortress
Embed heir-ready LLCs, dynasty trusts, and perpetual land leases into your personalized exchange. Guarantee your wealth survives heirs, divorces, and tax code wars.
Black Book Property Intel
Access our curated network of off-market deals, 1031-qualified vacation homes, and vetted performing syndicated programs. Updated in real-time—no day-44 panic.
The War Room
24/7 strategic command center with live timeline tracking, forensic CPAs, and direct attorney access. NORAD for your net worth.
The Mentality
YOUR 1031 EXCHANGE DESERVES MORE THAN A CHECKLIST. IT DESERVES A WAR ROOM.
We don’t just facilitate transactions -we engineer generational dominance. Here’s how we turn IRS deadlines into dynasty-building opportunities. Your 45-day clock is ticking. Let’s turn it into a lifetime advantage.
Hugo G.
"A flawless 1031 process"
Andy understands the unique needs of each client and how the different taxable portions of a transaction impact the outcome. He thoroughly explored various options, including combining multiple IRS codes, before we decided on a 1031 exchange. His expertise and due diligence in identifying the most favorable tax benefits were invaluable. Andy's decades of experience in real estate exchanges made all the difference. - Hugo G.
Steve K
“The team at Tax Wise 1031 is top notch!”
The Tax Wise 1031 team was crucial in our recent $8 million dollar1031 transaction. Their expertise simplified finding replacement properties, ensuring we met all deadlines and communicated smoothly with property owners about 1031 proceeds. Their strong relationships and timely updates made the process seamless. We couldn’t have completed this transaction without their guidance.
Sal C.
"These guys delivered big on a tight timeline"
I needed quick help with a farmland sale involving a 50% step-up in basis in an AB Trust situation. With the closing less than a week away, I turned to Andy. He immediately took charge, built rapport with the clients, and provided solid recommendations. After reviewing his advice, I felt confident in his expertise and will keep Andy's name in my rolodex for future transactions."
- Sal C.