It's less taxing if you defer.

Unlock financial freedom with our tax solutions.

1031 Exchange

$1,250

/exchange

Identify replacement properties

Prepare tax paperwork

Escrow sale proceeds

Support through process

Bespoke service

Custom

Bespoke 1031 advice

Tax analysis

Work with realtors

Advise on most efficient capital gains deference

Reverse 1031 Exchange

$7,250

/exchange

Setup Exchange Accommodation Titleholder (EAT)

Acquire replacement property

Sell relinquished property

Prepare tax paperwork

Support through process

Compliance.

Castling is a Qualified Intermediary and member of the Federation of Exchange. Escrowed funds are stored in FDIC-insured accounts at trusted banking institutions. Castling is SSAE 16 certified and SOC 1 and SOC2 compliant to ensure client data security.

Soc logo

SOC 2 Type 2
CERTIFIED

SOC 2 Type 2
CERTIFIED

HIPAA logo

HIPAA
COMPLIANT

HIPAA
COMPLIANT

GDPR logo

GDPR
COMPLIANT

GDPR
COMPLIANT