Practical planning utilities built to improve professional handoff—not replace professional judgment.
Compressed timelines reward preparation. The tools in this section help investors organize dates, documents, replacement criteria and advisor questions so the professional team can work from a cleaner brief.
Every tool is educational. Calculations and checklists should be verified against the taxpayer’s actual transfer date, tax-return due date, ownership facts and professional advice.
Visualize the standard 45-day and 180-day markers from a relinquished-property transfer date, then verify the actual deadline professionally.
Open guide → CHECKLISTA professional handoff checklist covering the property, entity, dates, financing, advisors and replacement criteria.
Open guide → QI DUE DILIGENCEA structured interview guide for evaluating an intermediary’s experience, controls, funds handling and service model.
Open guide → UNDERWRITING TOOLA criteria framework for comparing replacement properties without allowing the exchange deadline to dominate investment judgment.
Open guide →Use the national platform to understand the framework, then connect the transaction to the appropriate QI, CPA, attorney, broker, lender or licensed securities professional.