The 1031 CORP. Advantage
SUPERIOR SECURITY OF FUNDS
Segregated FDIC insured account for each exchange including your name and TIN.
Ability to log on to the financial institutions website and view your account balance on-line any time.
Account statements directly from financial institution.
In addition to your written authorization, two internal authorizations are required to move your funds.
Funds protected through a Qualified Escrow Agreement or Qualified Trust when requested.
Multi-million dollar fidelity bond and professional liability coverage.
100% FDIC insurance available on non-interest bearing accounts thru the end of the year.
SUPERIOR EXCHANGE KNOWLEDGE
Our exchange team includes an attorney, CPA, paralegals and most also hold the prestigious Certified Exchange Specialist® (CES®) designation.
Our professional team possesses over 35 years of combined exchange industry experience and has facilitated thousands of exchanges.
Comprehensive expertise enables us to handle real estate and personal property exchanges of all size and complexity.
Continuing education on 1031 exchanges and related industries keeps our team current on 1031 exchange and related state and federal tax law changes.
SUPERIOR EXCHANGE EXPERIENCE
Our team keeps the exchange process simple for all parties.
For your convenience, one Exchange Officer will work with you throughout the exchange process although our entire team will be familiar with your transaction and available to answer your questions.
Documents prepared by Certified Exchange Specialists® that know local real estate and title practices.
User friendly exchange documentation and correspondences.
Step-by-step instructions throughout the exchange process.
Ability to contact your Exchange Officer any time, including after traditional business hours.
Availability to attend your closing when requested.
Complete post-exchange packet containing copies of all pertinent exchange documents as well as a helpful year end tax reporting booklet to assist your tax advisor prepare your IRS Form 8824.
Documents can be prepared with little notice. Exchanges can be initiated in as little as twenty minutes.
ADDITIONAL SERVICES AVAILABLE
Complimentary consultations.
Monthly receipt of Exchanging Times® e-newsletter to bring you timely, valuable information.
Investor seminars and webcasts.
In-house or webcast training workshops for professionals.
Continuing education courses for attorneys, accountants, REALTORS® and title agents.
An ever expanding wealth of information and helpful tips available on our website.