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Like Kind Property and Qualified Intermediary Kit

Like Kind Property and Qualified Intermediary Kit

$385.95
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What does the Like Kind Property and Qualified Intermediary Self-Assessment include?

The Like Kind Property and Qualified Intermediary Self-Assessment includes 1179 auditable questions across 12 compliance domains, an automated Excel scoring dashboard, remediation roadmaps, intermediary vetting checklists, client disclosure forms, and a 60-page implementation guide. All materials are provided as instant digital downloads in Excel, PDF, and Word formats, designed to assess and verify adherence to IRS Section 1031, Treasury Regulations, and safe harbour exchange requirements.

Are you exposing your real estate transactions to costly IRS penalties, failed 1031 exchanges, or disallowed capital gains deferrals because your like kind property assessments lack rigour or your qualified intermediary due diligence is incomplete? The Like Kind Property and Qualified Intermediary Self-Assessment empowers compliance officers, tax advisors, and investment real estate professionals to systematically validate every aspect of a 1031 exchange, ensuring full alignment with IRS Section 1031 regulations, Treasury Regulations, and safe harbour requirements. This comprehensive self-assessment toolkit contains 1179 prioritised, auditable questions across 12 critical domains, turning exchange risk into audit-ready assurance and ensuring your clients never lose tax deferral benefits to preventable errors.

What You Receive

  • 1179 structured self-assessment questions in Excel and PDF formats: Covering like kind eligibility, qualified intermediary selection, exchange timelines (45-day identification, 180-day completion), boot treatment, debt relief, and related-party rules, enabling you to identify compliance gaps in under an hour
  • 12-domain maturity framework aligned with IRS Section 1031, Treasury Regulation §1.1031(k)-1, and Rev. Proc. 2000-36: Assess readiness across property classification, intermediary independence, documentation integrity, and taxpayer eligibility to prevent disallowed exchanges
  • Automated scoring and gap analysis dashboard (Excel): Instantly visualise high-risk areas, prioritise remediation actions, and generate client-ready reports that demonstrate due diligence to auditors
  • Remediation roadmap templates with action triggers: Turn assessment findings into corrective workflows with clear ownership, timelines, and verification steps, reducing resolution time by up to 60%
  • Checklist library for intermediary vetting, property comparability analysis, and exchange agreement review: Ensure no critical clause or fiduciary requirement is overlooked during due diligence
  • 60-page implementation guide with real-world case studies: Learn how to apply the assessment in delayed, reverse, and improvement exchanges, including handling mixed-use and intangible property scenarios
  • Ready-to-use client intake and risk disclosure forms: Streamline onboarding while capturing essential exchange parameters and managing liability exposure
  • Annual update notification service: Receive alerts when IRS guidance or court rulings impact your assessment criteria, keeping your practice current and defensible

How This Helps You

Without a standardised method to assess like kind eligibility and qualified intermediary integrity, you risk clients facing immediate tax liabilities, penalties under IRS audit, and reputational damage from failed exchanges. This self-assessment eliminates guesswork by providing a repeatable, evidence-based process to verify every regulatory requirement is met. You gain the ability to proactively detect red flags, such as intermediary conflicts of interest, non-like-kind asset misclassification, or timing violations, before they invalidate an exchange. By implementing this assessment, you reduce exposure to malpractice claims, strengthen client trust through transparency, and differentiate your service offering with a documented compliance framework. The result? Faster exchange approvals, fewer audit surprises, and sustained capital gains deferral, turning 1031 advisory from a high-risk activity into a scalable, defensible practice.

Who Is This For?

  • Tax advisors and CPAs advising clients on capital gains deferral strategies
  • Real estate investment firms managing portfolio-level 1031 exchanges
  • Legal practitioners specialising in property or tax law who need audit-proof due diligence
  • Compliance managers at firms facilitating or reviewing like kind exchanges
  • Qualified intermediaries seeking internal quality assurance and risk mitigation
  • Investment syndicators and DST sponsors ensuring exchange eligibility for investors

Choosing not to use a validated self-assessment for 1031 exchange compliance isn’t saving time, it’s betting against IRS scrutiny. The smart professional decision is to adopt the Like Kind Property and Qualified Intermediary Self-Assessment as your standard operating procedure: ensuring consistency, reducing liability, and delivering certainty to every client.

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