1031 Exchange Division

Our 1031 Division provides Qualified Intermediary services to clients nationwide. Comprised of attorneys, accountants, and a Certified Exchange Specialist®, our team has decades of experience guiding clients through the arcane requirements of the federal and state tax laws, resulting in billions of dollars in tax savings.

As a proud member of the Federation of Exchange Accommodators, our team stays abreast of all changes and developments pertaining to IRC Section 1031. We pride ourselves in being an invaluable resource to our clients as they structure their exchange transactions, offering creative solutions to complex problems.

Over the course of the exchange, we hold and protect the exchange funds on our client’s behalf until they are ready to close on their replacement property. Throughout the process, we remain readily available to assist our clients and answer their questions.