EXCHANGE SERVICES » OUR PROCESS

QUALIFIED INTERMEDIARY SERVICES AND EXPERTISE

Exchange Authority is pleased to provide the following Qualified Intermediary services and expertise to our clients and their advisors:

• Producing all contracts and forms required to properly document and track the Exchange.
• Responding to all Exchange questions clearly and quickly.
• Providing rapid, same-day turnaround on documents and funds.
• Assisting with an understanding of complex Exchange structures and mechanics.
• Keeping clients and their advisors informed of exchange issues and time limitations.
• Maintaining the client’s Exchange funds in a secure, fully insured, liquid, interest-bearing account at a recognized institution.
• Providing all of the Qualified Intermediary functions to ensure full compliance with IRC §1031and the regulations.
• Providing guidance and information so that our clients and their advisors can make informed decisions.

  Each Exchange receives our complete attention.  We focus on every detail and answer every question.  To learn more about IRC §1031 Exchanges, request our report on Trade Secrets of Exchanges.