Ntelly Tax and Consulting

03/29/2025

Thinking about a 1031 Exchange?
Read this concise guide before making the move!

You will learn ✅
How to defer capital gains
How to avoid common tax traps
See if your property qualifies

And then...

At our firm, we often hear from clients who assumed they were doing a 1031 exchange just by selling one property and buying another. Without that structure in place—including using a qualified intermediary—you could accidentally trigger taxes you were hoping to avoid.

A 1031 exchange can be wise if you're looking to reinvest the profits from one investment property into another, without getting hit with capital gains taxes immediately. It’s beneficial when you want to upgrade to a better property, diversify your portfolio, or keep your money working for you instead of losing a chunk of it to taxes. If you're in growth mode and have your eye on a replacement property, a 1031 can be a great strategy to help you build long-term wealth.

That said, a 1031 exchange isn’t always the best fit. If you’d instead cash out, don’t have a new property lined up, or are looking to simplify your investments—maybe heading into retirement or stepping away from real estate for a while—doing a regular sale and paying the tax might make more sense.

Download the FREE 1031 Exchange Guide ebook and take the first step towards determining whether it’s the right move or if there’s a better path forward for what you’re trying to accomplish.

Download FREE ebook (PDF) here: https://ntelly.com/1031-exchange/

02/04/2025

Job opening at our Sugarmill Woods office - Client Relationship. Apply online or in person:

At Ntelly, Inc., as a Client Relationship Associate you will be the primary liaison between our forward-thinking firm and clients, helping clients streamline their financial goals.

11/14/2023

If you're looking for a way to give back to your lovely community, look no further than Citrus County Blessings!

04/14/2023

Great meeting you today. Cregg Dalton, your leadership and humbleness are inspiring. Thank you for your public service. And thank you, Citrus County Chamber of Commerce, for the fun luncheon!

04/01/2023

Thank you everyone at the Chamber for the support you are offering to the small business community.

03/01/2023

We thank everyone for their patience as we are working to finalize the sidewalk and the front entrance buildout.

Progress update: the main office is ready. Now working on the reception area & the main entrance. Entrance is still from the rear parking lot 🏆🚧🏆

02/03/2023

Are you a woman that is looking to start a business? Follow along as we are doing the research for you.

https://ntelly.com/everything-you-need-to-know-about-becoming-a-women-owned-business/

01/24/2023

These customers are the most demanding we have.

10/05/2022

We would like to Thank Ntelly for being a Panther Partner for our Fall Festival and school year.