Receive Tax Deferral Expertise from an Experienced Qualified Intermediary
We provide individuals and institutions with comprehensive, like-kind exchange tax deferral solutions and strategies. As a Qualified Intermediary under Section 1031 of the Internal Revenue Code, we offer strategic insight and expertise on structuring real property exchanges.
Benefits of 1031 Exchanges
Postpone or eliminate taxes due on the sale of qualifying properties.
Tax savings allow for efficient leveraging and upsizing of investments.
1031 Exchanges allow for asset diversification or consolidation.
Improved cash flow by deferring tax payments.
Our Approach and Services
Through a properly executed 1031 Exchange, participants can postpone or even eliminate taxes owed on the sale of qualifying properties. We've designed our approach to provide clients with a high level of speed, flexibility, ease and expertise when completing this process. During this process, we will deliver the following services for you:
Initial and ongoing consultation provided on exchange strategies, options and solutions
Preparation of all 1031 Exchange documents including the Exchange Agreement, Assignment of Rights, and Notice of Assignments
Close collaboration with your tax and legal advisors to efficiently and effectively complete your exchange
Trust the Experts, Contact Us Today.
Our experienced team has completed more than $15 billion in exchange transactions across the nation.
IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.