Ninety five percent exception advisory helps Philadelphia, PA investors understand when they can acquire replacement properties that exceed identification limits. Under this exception, investors can acquire any identified property if they receive at least ninety five percent of the aggregate fair market value of all identified properties.
We work with investors who need strategic guidance on structuring acquisitions that qualify for the ninety five percent exception. Our process includes fair market value assessments, acquisition planning, and coordination with qualified intermediaries to ensure compliance with IRS requirements.
Each advisory engagement includes property valuation support, timeline tracking, and compliance checkpoints. We coordinate with appraisers, escrow officers, and qualified intermediaries in Philadelphia, PA to ensure replacement property acquisitions meet the ninety five percent threshold and close within the one hundred eighty day deadline.
What this includes.
- • Fair market value assessments for all identified replacement properties
- • Ninety five percent threshold calculation and verification
- • Acquisition planning to ensure compliance with the exception
- • Timeline tracking and deadline reminders for forty five and one hundred eighty day windows
- • Qualified intermediary coordination and document delivery
Common situations.
- •Investors selling Philadelphia, PA properties who need guidance on the ninety five percent exception
- •Portfolio owners executing exchanges who require strategic planning for replacement property acquisitions
- •Investors seeking flexibility in replacement property acquisition who need exception advisory support
Example of the type of engagement we can handle
Example engagement.
Contact us to discuss your situation in Philadelphia, PA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.