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1031 EXCHANGE NEWS

Learn more about our upcoming 1031 Events and 1031 Education.

A Leader in Education

Exchange Authority is the leading educator on IRC §1031 Exchanges.  We are NASBA approved to provide CPE courses to CPAs as well as CFP credits to financial planners.  We are available to speak at your workshop or conference or at your office. To learn more or to reserve a speaker at your next event, call us at 978-433-6061.

Exchange Authority has been approved to provide continuing education credits to New Hampshire Real Estate Agents by the New Hampshire Real Estate Commission.  There will be a 1 hour and a 2.5 hour course available on Tax Deferred Exchanges. Call New England's 1^st Authority on IRC §1031 Exchanges today to schedule your complementary workshop on Tax Deferred Exchanges.  If you are a New Hampshire Real Estate Agent and need information, visit www.nh.gov/nhrec to receive the most up-to-date information available on a wide variety of important subjects.

Attention Tax Preparers - Save Time And Trouble This Tax Season

If your client's §1031 company didn't prepare FORM 8824 let Exchange Authority do it for you.

Our qualified experts will save you hours of research and analysis during this busy time of year.

 
Exchange Authority And Fidelity Bank Come Together

Exchange Authority is now a wholly owned subsidiary of Fidelity Bank and our entire staff here at Exchange Authority is excited about this new stage of development and what it means for our clients.

 "We view this as a perfect complement to Fidelity Bank's business strategy and LifeDesign^SM approach," confirms Ed Manzi, President & CEO, Fidelity Bank. "What makes Fidelity Bank different is our people are committed to using their expertise to help clients make more informed financial decisions in all aspects of life and, as 1031 Exchange Qualified Intermediaries, this is exactly what the Exchange Authority has been doing for years."

"We had been looking for a partnership and relationship with a bank that shared our vision of growth and client service," said Tim Halligan, President, Exchange Authority. "Fidelity Bank and its LIFEDESIGN concept meet and exceed that desire for customer service and satisfaction. We look forward to a strong working relationship." 

John Kimball Founder of Exchange Authority said "I am excited to have the opportunity to continue to work with both clients and professionals as a consultant for Exchange Authority.  Fidelity Bank and the Exchange Authority is clearly a great fit for all".

If you would like to learn more about tax deferred exchanges contact New England's 1^st Authority to schedule a no cost educational workshop at your office or next event.