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Income Tax Planning
Chapter 13: Nontaxable Exchanges/TRADING DOWN
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 13: Nontaxable Exchanges

TRADING DOWN

01.Core Concepts

New Property Current Property $350,000 FMV $450,000FMV ? AB $130,000AB FMV = 350k FMV = 450k $220,000 Deferred Gain Deferred Gain$320,000 $130,000 New Basis Basis $130,000 Withdrew $100,000 (Boot) from the solution! Must recognize $100,000 gain.