Comprehensive 1031 Exchange Wealth Planning for Savvy Real Estate Investors

Premier 1031 Private Client Services

We provide comprehensive 1031 exchange wealth planning and advisory services, including:

Tax Planning and Structuring: Planning an exchange before selling is critical. Every client has their own unique fact pattern, and we can help you solve the most complex 1031 Exchange issue.

Qualified Intermediary Services: Every 1031 exchange requires a “Qualified Intermeidary” to hold funds in an exchange. A quailified intermediary ia an escrow company that holds your funds as part of a 1031 exchange to comply with federal and state tax laws.

Real Estate Advice: We can help you determine the best investment strategies to reinvest your 1031 proceeds, including direct ownership of assets (apartments, commercial, industrial, etc), Delaware Statutory Trusts (DST), tenancy in common sydications, and oil and gas or other mineral rights.

Professionally Licensed Advisors

We only allow licensed attorneys and CPAs to provide you advice. Never take tax advice from an unlicensed party. We have the credentials to assist the most discerning investor:

  • Licensed Tax Attorneys
  • Licensed Real Estate Attorneys
  • Accountants/CPAs

Our professionals have years of formal education in the tax law, they understand real estate transactions, and they are licensed to provide the kind of advice that our clients need. No matter the issue, we have the credentials to advise on real estate and tax transactions.

Peace of Mind – Tax and Audit Defense

Only licensed professionals provide our clients advice on their 1031 exchange. This provies you with the ultimate defense in the case of a tax audit. In order to avoid penalties should your transaction be challenged by taxing authorities, you must demonstrate that you relied on a licensed professional.

The Qualified Intermediary business is largely unregulated. Anyone can become a Qualified Intermediary, and anyone can hold themselves out to be an expert even when they aren’t. To achieve the higest level of financial protection, we only allow licensed attorneys or accountants to provide you advice.

No other qualified intermediary has our credentials, professional knowledge and expertise, and experience.

Comprehensive Services

Everything you need in one place!

The problem experienced by most 1031 exchange investors is their advisors don’t know how to communicate with one another. Their lawyer isn’t an expert in 1031 exchanges, their accountants don’t talk to their lawyer, they have a real estate broker that isn’t a tax or legal professional and can’t adquately guide you thorugh a 1031 exchange.

As licensed and credentialed legal, accounting and investment brokerage professionals, we can bring all your advisors together and help quarterback your transaction to ensure you get he best result.