Watch This Before You Do a 1031 Exchange (The Strategy Most CPAs Miss)

Show notes

In this episode of Prestige Perspective, Mark Clark, CFP® CKA® breaks down the Intermediate Installment Sale — a tax strategy that lets commercial real estate owners and business sellers defer capital gains taxes without locking themselves into the rigid timelines, like-kind rules, and replacement property pressure that come with a 1031.

If you're selling appreciated real estate or a business and you've been told a 1031 is your only move, this conversation will change how you think about your exit.

What we cover:

• Why the 1031 exchange has become the default — and where it falls short
• How an Intermediate Installment Sale works in plain English
• The flexibility advantage: defer taxes without being forced into a replacement property
• Who this strategy fits best (and who should stick with a 1031)
• Common mistakes sellers make in the 12 months before a transaction
• How to structure the conversation with your CPA and attorney

This episode is for commercial real estate investors, business owners preparing for a sale, and high-income professionals with significant tax planning needs.

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Prestige Perspective is the podcast for high-earning business owners and professionals who want smarter tax strategy and a clearer path to financial freedom. Hosted by Mark Clark, CFP® CKA®, President of Prestige Advisors, Inc.

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Disclaimer: This content is for educational and informational purposes only and does not constitute tax, legal, investment, or financial advice. Prestige Perspective is a general discussion of concepts and strategies that may not be suitable for your specific situation. Tax laws and regulations change and apply differently to each individual, and nothing here should be relied upon as a recommendation. Past results do not guarantee future outcomes. Consult a qualified tax, legal, or financial professional before acting on anything discussed. Prestige Advisors, Inc.