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We answer
vital questions for investors and their advisors
considering an exchange before entering into contract. |
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Provide authoritative
& prompt answers to individuals and companies
since 1980. |
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Eliminate the risk
of constructive receipt, thereby protecting the
tax deferred status of the exchange. |
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We work with the
exchanger and the real estate broker to ensure proper
identification of the replacement property within
the 45 day period following close of escrow of the
relinquished property. |
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Preserve and transfer
the exchangers' total equity into the new investment
property by deferring income tax liability. |
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Provide material
assistance in avoiding the need for a simultaneous
closing, which can be quite difficult to accomplish.
|
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Prepare standard
documents which simplify the process and clearly
establish the exchange. |
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Act as an information
resource resulting in a smoother, simplified transaction
closing. |
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Specialize in solving
complex problems which investors may face during
their transactions. |
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Provide a tax planning
"fallback" position for investors who
are unable to complete their exchange within the
required time frame. |
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Estate preservation. |
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Equity preservation. |
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Increased buying power because
of greater cash flow. |
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Increased selling power because
the federal capital gain tax liability is deferred.
|
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Exchange for property with an
increased income (more rental units, higher rental
income per unit, lower operating expenses, easier
to rent location, etc.). |
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Exchange for property that requires
less management. |
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Exchange for property that is
easier to finance. |
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Consolidate smaller properties
into a larger property. |
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Diversify a large property into
several smaller properties. |
