Real estate tax planning meeting
Transparent Methodology

From a Tax Estimate to a Workable Exchange Plan

Every worksheet shows its assumptions, intermediate values, limitations, and the questions that still need a knowledgeable human answer.

Our Standard

Useful calculations make uncertainty visible.

1031 Tax Calculator is designed for early-stage planning, not return preparation. Each tool separates user-entered facts from calculated values and flags the areas where tax character, depreciation recapture, liabilities, exchange expenses, mixed use, or state rules require professional judgment.

The gain estimator begins with amount realized, adjusted basis, and entered exchange expenses. The boot model compares retained equity and liability changes with replacement equity and new debt. Recognized gain is capped at realized gain, while estimated deferred gain is shown as a planning bridge rather than money that disappears.

Formula

Show the bridge

Intermediate values remain on screen so an incorrect basis, debt, value, equity, or expense assumption can be identified.

Guardrail

Cap the output

Recognized gain cannot exceed realized gain, overlapping value and equity shortfalls are not added twice, and negative entries are prevented.

Review

State the limit

Every tool explains why the result must be reconciled to transaction documents before it reaches closing instructions or a filed return.

Human Review

Bring the result to people who work with exchanges.

The strongest calculation still depends on ownership, property use, funds flow, timing, intermediary structure, replacement documents, and tax character. A free review can organize the file and identify which questions belong with the CPA, attorney, qualified intermediary, lender, broker, closing agent, or licensed securities professional.

Calculate first. Then get a human answer.

Open CalculatorFree Calculation Review