1031 Exit Strategy — Free Look™

Client Information

Enter surface-level details — all figures are estimates

Basic Info

First Name

State of Residence

Property Details

Estimated Property Value (FMV)

Original Cost Basis

Original purchase price + capital improvements

Total Depreciation Taken

Accumulated depreciation over holding period

Years Held

Property Type

Goals & Context

Primary Goal

Biggest Concern

QI Identified?

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