Back to Home
Leah Badach, 1031 Exchange Specialist serving Vermont

1031 Exchange Specialist Vermont

Certified Exchange Specialist

The Sontag Group The Sontag Group

Vermont's trusted qualified intermediary for seamless 1031 tax-deferred exchanges on vacation properties, rental homes, and farmland.

10+
Years
5,000+
Exchanges
$1B+
Facilitated

1031 Exchanges in Vermont

Looking to defer capital gains taxes on your Vermont investment property? A 1031 exchange lets you sell and reinvest into like-kind property while keeping 100% of your equity working for you. Vermont's high tax rate makes 1031 exchanges valuable for ski and vacation property investors.

Vermont taxes capital gains as ordinary income at up to 8.75%. Working with a Certified Exchange Specialist ensures you meet every IRS deadline and maximize your tax deferral — whether you're exchanging vacation properties, rental homes, and farmland in Burlington, Montpelier, Rutland.

Leah Badach, CES at The Sontag Group, has facilitated over 5,000 exchanges totaling more than $1 billion nationwide, including forward exchanges, reverse 1031 exchanges, DST exchanges for passive investors, and construction/improvement exchanges.

Vermont 1031 Exchange FAQ

Common questions from Vermont investors

How does a 1031 exchange work in Vermont?
A 1031 exchange in Vermont follows the same IRS rules as anywhere in the U.S. You sell an investment property, a qualified intermediary holds the proceeds, you identify replacement properties within 45 days, and close within 180 days. Vermont taxes capital gains as ordinary income at up to 8.75%.
Do I need a qualified intermediary in Vermont?
Yes. IRS rules require a qualified intermediary (QI) to facilitate your 1031 exchange. The QI holds your sale proceeds and ensures compliance with all deadlines. You cannot touch the funds yourself, or the exchange is disqualified. Talk to a certified QI today.
What properties qualify for a 1031 exchange in Vermont?
Any property held for investment or business use qualifies, including vacation properties, rental homes, and farmland. Primary residences and fix-and-flip properties do not qualify. Your replacement property can be in any U.S. state — you're not limited to Vermont.
Can I exchange my Vermont property for one in another state?
Absolutely. 1031 exchanges allow you to sell in Vermont and buy replacement property anywhere in the United States. Many investors use this to diversify into different markets or move into passive investments like DSTs.
Also Serving Nationwide
New York City California Florida Texas New Jersey Nationwide