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