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State Transfer Tax Guidance
California and multi-state transfer tax education and documentation for exchange transactions.
State transfer tax guidance provides California and multi-state transfer tax education and documentation for exchange transactions for Orange County investors. This service explains transfer tax rules, coordinates transfer tax documentation, and provides guidance on transfer tax obligations in California and other states. We coordinate with CPAs and attorneys to ensure transfer tax compliance and proper documentation. Orange County investors benefit from transfer tax guidance ensuring compliance with state transfer tax requirements.
What is included
- California transfer tax education and guidance
- Multi-state transfer tax education and guidance
- Transfer tax documentation coordination
- Transfer tax obligation explanation and calculation
- CPA coordination for transfer tax planning
- Attorney coordination for transfer tax compliance
- Transfer tax payment coordination
- Documentation support for transfer tax compliance
Common situations
- Orange County investor needing transfer tax guidance
- Investor acquiring properties in multiple states requiring transfer tax coordination
- Complex exchange requiring detailed transfer tax planning
Frequently asked questions
What are transfer taxes in Orange County, CA exchanges?
Transfer taxes are state and local taxes on property transfers. Orange County investors pay California transfer taxes on in-state property transfers, and other states' transfer taxes on out-of-state acquisitions.
Are transfer taxes deferred in 1031 exchanges?
No, transfer taxes are not deferred in 1031 exchanges. Orange County investors must pay transfer taxes at closing regardless of exchange structure. A 1031 exchange defers income tax but does not remove transfer taxes.
How do California transfer taxes work?
California transfer taxes vary by county and are typically based on property value. Orange County investors pay transfer taxes on both relinquished and replacement property transfers if located in California.
What transfer taxes apply to out-of-state properties?
Out-of-state properties are subject to that state's transfer tax rules. Orange County investors acquiring replacement properties outside California pay transfer taxes according to that state's requirements.
How do you coordinate transfer tax documentation?
We coordinate transfer tax documentation and provide guidance on transfer tax obligations. Orange County investors receive transfer tax coordination ensuring proper documentation and compliance.
Do you coordinate with CPAs on transfer tax planning?
Yes, we coordinate with CPAs to ensure transfer tax planning aligns with exchange structure. Orange County investors receive comprehensive transfer tax guidance and CPA coordination.
Example of the type of engagement we can handle
Example capability
Service type:
State Transfer Tax Guidance
Location:
Orange County, CA
Scope:
Provide transfer tax guidance for $5 million exchange with properties in California and Texas
Client situation:
Investor closing on Newport Beach property and acquiring replacement property in Texas needing transfer tax guidance
Our approach:
Explained California and Texas transfer tax rules, coordinated transfer tax documentation, calculated transfer tax obligations, coordinated with CPA for tax planning
Expected outcome:
Transfer tax guidance provided, documentation coordinated, transfer tax obligations understood and planned
Contact us to discuss your situation in Orange County, CA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.
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Identification rules
Three Property Rule
Identify up to three candidate properties anywhere in the United States, regardless of value, within 45 days.
Two Hundred Percent Rule
Name more than three properties as long as the combined value stays within 200 percent of the relinquished sale price.
Ninety Five Percent Rule
If you exceed those limits, acquire at least 95 percent of the total value identified to keep the exchange compliant.
Identification letter helper
Identification Letter 11/16/2025 Qualified Intermediary, Please accept this written identification for my pending Section 1031 exchange in Newport Beach, CA. Replacement properties: 1) ____________________ 2) ____________________ 3) ____________________ I confirm these properties meet the like-kind and value requirements as of today. Signature ____________________
Timeline tracker
Day 0
Close relinquished property in Newport Beach, CA.
Day 15
Secure intermediary receipts and wire instructions.
Day 30
Begin physical and financial due diligence on preferred assets.
Day 45
Submit identification letter with up to three properties.
Day 90
Lock financing, finalize PSA adjustments, order closing docs.
Day 180
Complete closing with escrow and intermediary coordination.
1031 Exchange Orange County
Kick off State Transfer Tax Guidance today.
Share your timeline and we will deliver compliant identification support within one business day.