1031 Tax Deferred Exchanges » Benefits Of 1031

Prepare exchange documents in a timely manner that simplify the process and clearly establish the exchange.
Eliminate the risk of constructive receipt, thereby protecting the tax deferred status of the exchange.
Coordinate closings with escrow companies, realtors, attorneys and tax advisors.
Review all closing documents with regard to the exchange.
Assist with identification of Replacement Property.
Provide written and/or phone reminders of 45th and 180th day deadlines.
Insure the security of exchange funds through FDIC qualified escrow accounts.
Errors and Omission insurance.
Prepare exchange documents/instructions and provide to escrow for proper preparation of closing documents for the disposition and acquisition of exchange properties.
Management and disbursement of exchange funds.
Preparation of final exchange closing statement and close out documents.