1033 Exchange Guidance
When property loss is involuntary, you may still have tax-deferral options.
What is a 1033 Exchange?
A 1033 Exchange relates to involuntary conversions—such as condemnation, eminent domain, or casualty events—where proceeds may be reinvested into qualifying replacement property to defer tax. This provision helps investors who experience an unexpected property loss due to circumstances beyond their control.
Common Scenarios
Condemnation / Eminent Domain
When government entities exercise eminent domain to acquire your property for public use, the proceeds may qualify for 1033 Exchange treatment.
Insurance Proceeds After Casualty
When property is damaged or destroyed by fire, flood, or other disasters, insurance proceeds may be eligible for tax-deferred reinvestment.
Important Information
Reinvestment Timeline
Generally, you have two years from the end of the year in which the gain is realized to replace the property
Qualifying Replacement Property
Replacement property must be similar or related in service or use to the property converted
Documentation Requirements
Proper documentation of the involuntary conversion and timeline is critical for IRS compliance
How We Help
Qualification Review
Assess whether your situation qualifies for 1033 Exchange treatment
Reinvestment Planning
Develop a strategy to reinvest proceeds into suitable replacement property
Replacement Option Evaluation
Present replacement properties that meet IRS requirements for your situation
Documentation & Timeline Guidance
Help you track deadlines and maintain proper documentation for compliance
Request a Consultation
Fill out the form below and we'll get back to you shortly.
Ready to discuss your tax-deferred strategy?
Schedule a consultation to explore your best next step.