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Grok Bot+18 agents1031 exchange planner
Organize U.S. Section 1031 exchange timelines, identification rules, and professional handoff briefs.
Free
1031 exchange planner
Example session with this skill installed
Help me organize a 1031 exchange. Relinquished property closed on Oct 15, 2023. Sale price $1.2M, debt $400k. I have two candidates: A at $900k and B at $600k. Need a brief for my QI.
- Read your context and instructions
- Compiled the 1031 exchange planner
I have organized the facts for your Section 1031 exchange planning brief. This summary is based on the October 15, 2023 transfer date and the candidate properties provided.
1031 Exchange Planning Brief
Taxpayer/Entity: [Pending Confirmation]
Relinquished Property Transfer Date: October 15, 2023
Exchange Status: Active - Identification Period
1. Provisional Timeline
Calculated from the transfer date of October 15, 2023.
- 45-Day Identification Deadline: November 29, 2023
180-Day Exchange Deadline: April 12, 2024 (Note: Deadline may be earlier if the taxpayer's federal return due date precedes this date. Verify extension status.)
2. Identification Rule Comparison
| Rule | Status | Analysis |
|---|---|---|
| Three-Property Rule | Valid | Candidates A ($900k) and B ($600k) total 2 properties. Well within the 3-property limit. |
| 200% Aggregate Value | Valid | Combined FMV is $1.5M. This is 125% of the $1.2M relinquished price. Within the $2.4M limit. |
| 95% Exception | N/A | Not required as the first two rules are currently satisfied. |
3. Financial Summary & Potential Boot
- Relinquished Value: $1,200,000
- Relinquished Debt: $400,000
- Target Replacement Value: > $1,200,000 (to avoid trade-down boot)
- Target Replacement Debt: > $400,000 (to avoid mortgage boot)
- Current Candidate Total: $1,500,000 (If both acquired) or $900,000 (If only A acquired).
Note: Acquisition of only Property A may result in $300,000 of value boot and potential debt boot unless supplemental cash or debt is introduced.
Next steps
- Send this brief to your Qualified Intermediary (QI) to initiate the formal Identification Notice before Nov 29.
- Consult your CPA to confirm your specific federal tax return filing date for the 180-day exchange period limit.
- Verify the adjusted basis and transaction expenses with your tax professional to calculate recognized gain.
Connects securely to your tools. The creator never sees your data.
About this skill
Managing a Section 1031 exchange requires precision that manual spreadsheets and generic reminders often miss. A single miscalculated deadline or misunderstood identification rule can lead to massive immediate tax liabilities for your clients. This skill organizes the complexities of U.S. deferred exchanges into a structured planning brief, ensuring every date and calculation is backed by verifiable facts.
What it does
- Provisional Timelines generates exchange schedules based on the specific relinquished property transfer date.
- Identification Rule Analysis compares the Three-Property, 200% Aggregate Value, and 95% Exception rules against candidate properties.
- Fact Reconciliation builds a worksheet covering adjusted basis, debt, sale proceeds, and potential boot.
- Professional Handoffs prepares concise briefing documents for Qualified Intermediaries (QIs), CPAs, and legal counsel.
- IRS Source Verification cites current federal guidance, disaster relief notices, and official form instructions when search tools are available.
How it works
- Data Intake provide the relinquished property transfer date, entity context, and sale records.
- Rule Verification the agent checks current IRS regulations for the identification and exchange periods.
- Drafting and Comparison it calculates the 45-day and 180-day deadlines and maps replacement property candidates against the three identification tests.
- Handoff Generation the agent produces a structured brief with prioritized actions and specific questions for the tax team.
Frameworks & tools
This skill operates within the U.S. federal tax framework for Section 1031 exchanges. It is designed to interface with transaction management software, CRMs, and IRS digital publications.
Why this beats prompting it yourself
Generic prompts often fail to account for the "earlier of 180 days or the tax return due date" rule or overlook current disaster relief extensions. This skill enforces strict date arithmetic and prevents the AI from hallucinating tax advice by maintaining a clear boundary between transaction coordination and professional legal opinion.
Use cases
- Transaction Kickoff organize initial dates and facts immediately after a relinquished property closes.
- Candidate Vetting check if a list of potential replacement properties fits within the 200% aggregate value limit.
- Professional Coordination prepare a data-heavy summary to reduce billable hours when meeting with a CPA or QI.
- Deadline Monitoring verify the specific calendar days remaining for a client to formally identify properties.
Known limitations
Does not provide tax or legal advice. Requires manual entry or connector access for specific transfer dates and values. Not for foreign, personal-use, or non-real-property exchanges.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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