OUR PROCESS » CONSULTATION

A WELL DEFINED AND DOCUMENTED PROCESS

The Exchange Authority follows a defined, documented process that ensures your transaction is executed successfully. This involves:

• Creation of all required Exchange documents for your review and consideration.
• Orchestration and coordination of the entire Exchange, including interfacing with all principals, agents and attorneys.
• At the end of your Exchange, you’ll receive a full report for your records. This report is one of the most valuable resources we provide our clients. We recommend that every client review this report with their tax professional to really understand the Exchange Authority difference.  Click here to request a Sample Client Report. 

The report will contain:

• Accounting and analysis of entire Exchange transaction, including: the Exchange recapitulation, analysis of net non-like kind property received, recognized gain and exchange basis and a substitute FORM 8824.