Aaron has a background of 20+ years in real estate finance. He’s the Lead 1031 Exchange Consultant for Plenti Financial, one of the largest 1031 Exchange companies in Southern California. Aaron has assisted hundreds of real estate investors in evaluating their real estate investments, and consulted on deals ranging from $100k to $100m.
He regularly educates realtors with office trainings and is the go-to 1031 consultant for some of the country’s largest and most prominent real estate investors and firms, along with their legal, tax and financial advisors.
Deferred's AI 1031 Research Assistant is trained on 8,000+ pages of US tax law and outperforms human CPAs by 22%+
CHAT NOWEssential reading for anyone planning a like-kind exchange. Discover how to navigate capital gains and 'boot' in a 1031 exchange with our comprehensive guide. Learn what constitutes taxable boot, including cash and mortgage scenarios, and strategies to minimize tax implications.
Established in 1921, 1031 Exchanges have evolved through key legal cases and legislative changes, including the introduction of delayed exchanges, stricter timelines, and rules for holding exchange funds. Despite these changes, the core purpose remains to incentivize real estate investment and market growth.
A 1031 exchange can be an incredible tool for real estate investors to reduce their tax liability. We demystify the rules required to qualify and successfully complete a like-kind exchange.