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Professionals

We partner with mortgage and real estate experts, wealth managers, financial planners, CPAs, business brokers and other financial, legal and tax professionals.


  • Agricultural including farms, ranches, timberland and orchards,
  • Residential including single-family, apartments, condominums, cooperatives, manufactured, planned unit developments, converted-use,
  • Commercial including business, office space, shopping malls, hotels, parking,
  • Industrial including warehouses, factories, power plants,
  • Special Use including churches, cemeteries, parks and schools,
  • Mixed-Use

After becoming a principal, Abode Harmony may assist with designing solutions that meet your customers' needs. A small sample of scenarios demonstrating the benefits of a transaction with Abode Harmony is shown below:

1031 Exchange

Your client can use their tax-free proceeds without having to purchase a like-kind replacement property through the severely-limited 1031 exchange. If they choose to purchase another property, they receive an immediate step-up basis and don't have to wait for a suitable replacement property to be found, as would be required in a tax-deferred exchange.

Estate Planning

After the transfer, your clients' taxable estate is effectively reduced by replacing the asset with a considerably less valuable asset. Also, if applicable, the taxable estate is reduce dollar-for-dollar by the amount of Abode Harmony's acquisition price.

Exit Tax

Your clients may incur a huge tax hit when moving out of a high-tax state, like California or New York. With the recognition of income from the sale delayed for decades, the federal & state taxes on the gains and state transfer taxes may be deferred as verified by your clients' tax advisors.

Long-Term Care

Abode Harmony's acquisition is not a transfer for less than value. Although, the asset is replaced by a considerably less valuable asset, the proceeds, in the amount of Abode Harmony's acquisition price, received are a debt. These facts may help to protect your client under the Medicaid's "lookback provisions" in the event that they need long-term care and want Medicaid assistance to pay for that long-term care.

Debt-Over-Basis

In some transactions, the cash, from closing, doesn't cover the tax costs or even the debt. Proceeds, in the amount of Abode Harmony's acquisition of the asset, allows your client to exit with more cash especially when combined with deferred tax payments.

Charitable Giving

Your clients will receive higher after-tax proceeds when combining the transaction with Abode Harmony with a partial donation of the asset.

Invest Internationally

Clients can transfer their U.S. property to Abode Harmony. Then they can use the optional non-taxable proceeds to invest internationally without having to pay tax on the disposition of the U.S. property in the immediate future.





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** Disclaimer - Abode Harmony and employees do not provide tax, legal and financial advice, and these materials and statements contained herein should not be construed as tax, legal or financial advice. Readers are urged to consult their personal tax advisor or attorney for matters involving taxation and tax planning, financial advisors for matters concerning financial planning and their personal attorney for matters involving trust and estate planning and other legal matters.