Why Use Mission Bank 1031 Exchange Program

WE ARE A NATIONWIDE QUALIFIED INTERMEDIARY!

A 1031 Tax-Deferred Exchange is one of the most 
powerful tax deferral strategies remaining available for taxpayers.

 

SAFETY of exchange funds

  • Deposits are held at Mission Bank, an FDIC insured bank - strength, security and safety are foremost
  • Each exchange transaction is held in a separate bank account with transaction accounting provided to Exchangor on exchange account activity and a bank statement is mailed each month the transaction is open
  • We demand an Exchangor's signed authorization to wire exchange funds which are guaranteed and always available for disbursement

 

EXPERIENCE in 1031 exchanges transactions

  • Exchange transactions are in strict compliance with IRS regulations
  • Our team has handled hundreds of millions in 1031 exchange transactions
  • We maintain membership in the Federation of Exchange Accommodators (FEA) and follow their strict code of ethics.

 

LOCAL personal service, clarification and resolution

  • We are headquartered in Kern County
  • We will meet you at your place of business to discuss transactions or deliver/pick up documents and we are available to consult your attorney and/or financial advisor at no additional cost
  • Our principles and documentation, as well as our personal service, far exceed industry standards


 

Member of the Federation of Exchange Accommodators

Mission Bank
     
Member FDIC     EHL
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