Before closing, assemble ownership/entity documents, purchase-and-sale agreements, title information, debt and lender contacts, adjusted-basis information, prior depreciation records, expected closing dates, replacement-property criteria and the advisor roster. Ask your CPA and attorney to identify issues early, especially entity changes, related-party transactions, partnership interests or mixed personal/investment use.
Professional use
Use this resource to frame questions for your qualified intermediary, CPA, attorney, broker and lender. Facts and deadlines should be verified against current law and the circumstances of the transaction.
Primary reference: view source.