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Assemble a complete Missouri 1031 exchange file, from QI agreements and identification notices to settlement statements and CPA handoff.
ExploreReplacement property identification support for Missouri exchanges, covering identification letters, rule selection, and the 45-day filing.
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Run a Missouri 1031 identification window as a procurement calendar with candidate sourcing, scoring, and a signed written notice on deadline.
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Closing coordination for Missouri 1031 exchange replacement property, run as a submittal schedule across title, lender, QI, and settlement.
ExploreTax advisor and CPA coordination keeps the exchanger's own accountant supplied with accurate transaction data throughout the exchange, without this service acting as a substitute for that advisor's judgment. The exchanger's tax advisor or CPA makes the tax-position calls; this coordination makes sure they have what they need to make them on time and with the full transaction picture in front of them.
START EXCHANGE REVIEW closing statements, the identification letter, replacement purchase closing statements, and the qualified intermediary's exchange file are compiled and shared with the exchanger's CPA at each milestone rather than as one large packet after closing, so questions can surface early instead of at tax season.
Sharing documents at each milestone, rather than waiting until the exchange is complete, gives the CPA a chance to flag a structural concern while there is still time to address it.
A brief cover note accompanies each milestone delivery explaining what changed since the last update, so the CPA does not need to re-read the entire file to spot what is new.
Form 8824 requires details on the relinquished and replacement properties, dates, and realized versus recognized gain, all of which come from the closing statements and QI file. That data is organized and delivered to the CPA well before the filing deadline, though the CPA prepares and files the return itself.
The handoff includes a plain-language summary alongside the raw closing documents, so the CPA can quickly confirm the numbers rather than reconstructing the exchange timeline from scratch.
The data package is delivered well ahead of the filing deadline whenever possible, since a CPA reviewing an exchange file during the final weeks of tax season has less room to ask follow-up questions than one who receives it months earlier.
The following items are compiled for the CPA on every exchange file.
Each item is delivered as soon as it becomes available rather than held until the full set is complete, so the advisor has the option to review pieces as the exchange progresses.
Basis carryover and boot exposure are questions for the exchanger's own tax advisor, since they depend on the exchanger's full tax position, and not only on this one transaction. Coordination work flags where boot may exist, including cash received, debt relief not offset, or non-like-kind property received, so the tax advisor has those items in front of them early rather than discovering them while preparing the return.
A short boot summary is prepared alongside the closing statements so the advisor can see, at a glance, where cash or unequal debt appears in the transaction structure.
Where prior depreciation on the relinquished property is unusually complex, such as a property with multiple past cost segregation studies, the advisor is flagged early so basis carryover questions do not surface for the first time at filing.
Whether the exchanger's CPA is based in St. Louis, Columbia, Springfield, or elsewhere, the same data package is compiled to that advisor's preferred format, and any Missouri-specific closing or title practice that affects the numbers is noted directly in the handoff so nothing gets lost between the closing table and the tax file.
Where a CPA requests a specific format or additional supporting detail, that preference is noted and applied to every subsequent handoff for that file.
For exchangers working with an out-of-state CPA on a Missouri transaction, any local closing or recording practice that could affect the numbers is spelled out explicitly rather than assumed to be familiar to an advisor based elsewhere.
No. This service organizes and delivers transaction data to the exchanger's CPA or tax advisor; the tax positions, basis calculations, and return preparation remain that advisor's responsibility. The coordination exists to support that advisor's work, only.
Ideally before the relinquished property closes, so the exchange structure and the qualified intermediary engagement are set up in a way that matches the exchanger's broader tax situation from the start. Waiting until later can limit the advisor's options.
Boot generally refers to cash or non-like-kind value received in the exchange, including debt relief not offset by new debt or cash paid; the coordination work highlights these items from the closing statements so the tax advisor can evaluate them directly. A short summary sheet is prepared for this purpose.
The qualified intermediary's role is limited to holding proceeds and preparing exchange documents; tax questions, including basis and boot calculations, should go to the exchanger's own tax advisor or CPA. Coordination work routes those questions to the right party.
Depreciation schedules from the relinquished property are gathered alongside the closing statements and handed to the CPA as part of the basis carryover package, since prior depreciation directly affects the basis calculation on the replacement property.