Roof & Ratio 1031 Exchange Planning Interactive Workbook
Roof & Ratio 1031 Exchange Planning Interactive Workbook
Description
See how it works before you buy
Free illustrated walkthrough. No purchase or download needed.
This is a fictional example based on the product's features. It is a presentation, not a live calculator or screenshot of the tool.
Keep exchange planning information and professional follow-up together.
1. Enter your information
- Sale property: Sample relinquished property
- Team: Qualified intermediary and tax adviser
- Replacement choices: Property A and Property B
- Dates and figures: Dates confirmed by advisers; sale and replacement assumptions
2. See the result
A planning record connecting the sale, replacement candidates, timeline and questions for the professional team.
3. Your next step
Review the entries with your qualified intermediary and tax adviser before taking action.
This example makes no claim about tax eligibility, deadlines or the amount of tax deferred.
View the presentation card
The full working product is delivered after purchase. See how downloads work.
One-time digital purchase · Nothing shipped
100% DIGITAL PRODUCT — NOTHING IS SHIPPED.
Organize the moving parts of a 1031 exchange in one interactive planning workbook.
The Roof & Ratio 1031 Exchange Planning Interactive Workbook helps investors track the relinquished property, critical deadlines, replacement options, boot exposure, estimated tax deferral, and professional-team checklist.
Includes
- Relinquished property sale analysis
- Adjusted basis and estimated gain planning
- Day 45 and Day 180 timeline calculator
- Cash boot and mortgage boot calculator
- Three replacement-property comparison
- Estimated tax deferral and compounding illustration
- Replacement-property depreciation planning
- QI / CPA / lender / title team checklist
- Exchange decision summary
Interactive features: autosave, Save a Copy / Load a Copy, Print / Save as PDF, and mobile-friendly inputs.
Important: This is a planning aid only — not legal or tax advice. 1031 exchanges involve strict IRS rules and deadlines. Work with a qualified intermediary and an experienced CPA or tax attorney before closing.
Before you buy
Review the included features above. Interactive HTML files open in a web browser; PDF files require a PDF reader. Features such as saving, exporting and printing vary by product and by the browser or reader you use. Keep a backup of important work.
Questions about this product or your device? Email marchelle@roofandratio.com before purchasing. How downloads work · Current refund policy
Care
To maintain the beauty and integrity of your purchase, we recommend treating it with care. Simple maintenance practices, such as gentle washing and proper storage, can effectively preserve the longevity of your favorites. We encourage you to refer to the care instructions included with each item, designed to help you keep your purchase in top condition.
Design
Our dedication to excellence extends beyond materials; it encompasses the artistry and craftsmanship illustrated in every piece we create.