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ARTE

Freemium

AI-powered tax research assistant for 1031 exchanges

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AI ChatbotsFreemium
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Type
Saas
Company
Deferred

About ARTE

Deferred is a 1031 exchange intermediary that offers a no-fee exchange service, sharing the interest earned on exchange funds with its clients. They provide secure and transparent 1031 exchange services, including forward, reverse, and improvement exchanges, leveraging technology to reduce costs and offer high-yield interest on held funds. Their AI research assistant, ARTE, helps with tax and accounting questions.

How to Use

Use the website to calculate potential earnings from interest on your 1031 exchange funds, explore different exchange types, and initiate the exchange process. You can also use ARTE, their AI tax assistant, for tax-related questions.

Key Features

  • No-fee 1031 exchanges
  • Interest sharing on exchange funds
  • AI-powered tax research assistant (ARTE)
  • Support for forward, reverse, and improvement exchanges
  • High-security fund management with FDIC insurance
  • Online platform for easy exchange management

Use Cases

  • Performing a standard forward 1031 exchange to defer capital gains taxes.
  • Executing a reverse exchange when acquiring a replacement property before selling the relinquished property.
  • Undertaking an improvement exchange to use exchange funds for property improvements.

Key Features

No-fee 1031 exchanges
Interest sharing on exchange funds
AI-powered tax research assistant (ARTE)
Support for forward, reverse, and improvement exchanges
High-security fund management with FDIC insurance
Online platform for easy exchange management

Pros & Cons

Pros
  • Provides quick, accurate answers to complex tax questions
  • Reduces time spent on manual tax research
  • Integrated directly into the Deferred platform for seamless use
  • Supports a variety of 1031 exchange types
Cons
  • Currently only available within the Deferred platform
  • Limited to tax questions related to 1031 exchanges and real estate

Best For

Performing a standard forward 1031 exchange to defer capital gains taxes.Executing a reverse exchange when acquiring a replacement property before selling the relinquished property.Undertaking an improvement exchange to use exchange funds for property improvements.

Alternatives to ARTE