1031 Exchange Tools
Interactive calculators and compliance dashboards built for Boston investors. Launch any tool to model scenarios, stress test IRS rules, and print friendly results for your advisory team.
Boot Calculator
Model cash boot, mortgage boot, and estimated tax exposure for Boston 1031 exchanges.
Exchange Cost Estimator
Estimate qualified intermediary fees, escrow costs, title premiums, and Harris County recording fees.
Identification Rules Checker
Verify compliance with the three-property, 200 percent, and 95 percent IRS identification tests.
Need Guidance?
Our Boston desk can walk you through each tool, export results, and coordinate with your qualified intermediary.
Contact the Team