{"product_id":"roof-ratio-1031-exchange-planning-interactive-workbook","title":"Roof \u0026 Ratio 1031 Exchange Planning Interactive Workbook","description":"\u003csection id=\"rr-product-demonstration\" style=\"border:1px solid #ccd5dd;border-top:4px solid #d4a54b;border-radius:10px;padding:20px;margin:18px 0;background:#fff;color:#172434;font-family:Arial,sans-serif;font-size:18px;line-height:1.6;\"\u003e\u003ch2 style=\"color:#031327;font-family:Arial,sans-serif;font-size:28px;font-weight:700;line-height:1.25;\"\u003eSee how it works before you buy\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eFree illustrated walkthrough. No purchase or download needed.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis is a fictional example based on the product's features. It is a presentation, not a live calculator or screenshot of the tool.\u003c\/p\u003e\n\u003cp\u003eKeep exchange planning information and professional follow-up together.\u003c\/p\u003e\n\u003ch3 style=\"font-family:Arial,sans-serif;font-size:22px;font-weight:700;line-height:1.35;color:#031327;\"\u003e1. Enter your information\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eSale property:\u003c\/strong\u003e Sample relinquished property\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTeam:\u003c\/strong\u003e Qualified intermediary and tax adviser\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReplacement choices:\u003c\/strong\u003e Property A and Property B\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDates and figures:\u003c\/strong\u003e Dates confirmed by advisers; sale and replacement assumptions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 style=\"font-family:Arial,sans-serif;font-size:22px;font-weight:700;line-height:1.35;color:#031327;\"\u003e2. See the result\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eA planning record connecting the sale, replacement candidates, timeline and questions for the professional team.\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3 style=\"font-family:Arial,sans-serif;font-size:22px;font-weight:700;line-height:1.35;color:#031327;\"\u003e3. Your next step\u003c\/h3\u003e\n\u003cp\u003eReview the entries with your qualified intermediary and tax adviser before taking action.\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eThis example makes no claim about tax eligibility, deadlines or the amount of tax deferred.\u003c\/em\u003e\u003c\/p\u003e\n\u003cdetails\u003e\u003csummary style=\"font-weight:bold;cursor:pointer;\"\u003eView the presentation card\u003c\/summary\u003e\u003cp\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0783\/9806\/2639\/files\/roof-ratio-1031-exchange-planning-interactive-workbook-demonstration.png?v=1789663228\" alt=\"Illustrative example for Roof \u0026amp; Ratio 1031 Exchange Planning Interactive Workbook\" width=\"1080\" height=\"1620\" loading=\"lazy\" style=\"display:block;width:100%;max-width:720px;height:auto;\"\u003e\u003c\/p\u003e\u003c\/details\u003e\u003cp\u003eThe full working product is delivered after purchase. \u003ca href=\"\/pages\/digital-downloads\"\u003eSee how downloads work\u003c\/a\u003e.\u003c\/p\u003e\u003c\/section\u003e\u003cp\u003e\u003cstrong\u003eOne-time digital purchase · Nothing shipped\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e100% DIGITAL PRODUCT — NOTHING IS SHIPPED.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eOrganize the moving parts of a 1031 exchange in one interactive planning workbook.\u003c\/p\u003e\u003cp\u003eThe \u003cstrong\u003eRoof \u0026amp; Ratio 1031 Exchange Planning Interactive Workbook\u003c\/strong\u003e helps investors track the relinquished property, critical deadlines, replacement options, boot exposure, estimated tax deferral, and professional-team checklist.\u003c\/p\u003e\u003ch3\u003eIncludes\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRelinquished property sale analysis\u003c\/li\u003e\n\u003cli\u003eAdjusted basis and estimated gain planning\u003c\/li\u003e\n\u003cli\u003eDay 45 and Day 180 timeline calculator\u003c\/li\u003e\n\u003cli\u003eCash boot and mortgage boot calculator\u003c\/li\u003e\n\u003cli\u003eThree replacement-property comparison\u003c\/li\u003e\n\u003cli\u003eEstimated tax deferral and compounding illustration\u003c\/li\u003e\n\u003cli\u003eReplacement-property depreciation planning\u003c\/li\u003e\n\u003cli\u003eQI \/ CPA \/ lender \/ title team checklist\u003c\/li\u003e\n\u003cli\u003eExchange decision summary\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eInteractive features:\u003c\/strong\u003e autosave, Save a Copy \/ Load a Copy, Print \/ Save as PDF, and mobile-friendly inputs.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c\/strong\u003e 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.\u003c\/p\u003e\u003ch3\u003eBefore you buy\u003c\/h3\u003e\u003cp\u003eReview 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.\u003c\/p\u003e\u003cp\u003eQuestions about this product or your device? Email \u003ca href=\"mailto:marchelle@roofandratio.com\"\u003emarchelle@roofandratio.com\u003c\/a\u003e before purchasing. \u003ca href=\"\/pages\/digital-downloads\"\u003eHow downloads work\u003c\/a\u003e · \u003ca href=\"\/policies\/refund-policy\"\u003eCurrent refund policy\u003c\/a\u003e\u003c\/p\u003e","brand":"Roof \u0026 Ratio","offers":[{"title":"Digital Download","offer_id":46114903654447,"sku":null,"price":14.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0783\/9806\/2639\/files\/roof-ratio-1031-exchange-planning-interactive-workbook.png?v=1788410497","url":"https:\/\/roofandratio.com\/products\/roof-ratio-1031-exchange-planning-interactive-workbook","provider":"Roof \u0026 Ratio","version":"1.0","type":"link"}