True
1031 Stories...
An
Intermediary in
Nebraska invests his clients
exchange funds in Enron
stock and loses all their
money. A Qualified Intermediary
in Hawaii transfers a chunk
of his client's exchange
funds to his personal account
in Hong Kong. A QI in Minnesota
day trades with his client
funds and goes bankrupt,
and the judge orders former
clients to return their
own exchange funds to pay
creditors!
Sound
like a nightmare? It is!
In every one of
these cases, money parked
in separate, or segregated
accounts was protected.
The judge in the last example
made it clear that if segregated
accounts had been used,
the bankruptcy never would
have happened.
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The
1031 Exchange Experts
are different because we
always do ExpertExchanges;
all our exchanges are handled
by a team of CPAs, real
estate tax and accounting
professionals. Choosing
our licensed professionals
ensures you that our team
has passed rigorous testing
in education, knowledge
and ethical standards.
You
can trust our experience
as well. We've completed
thousands of qualified 1031
exchanges, and we're confident
enough in our expertise
to stand by our work. |
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stand behind our work, and in front
of you, in the event of an audit..." |
What
Makes a 1031 ExpertExchange
Different?
The Experts
have always kept client
money in segregated accounts.
We believe it's the only
way to protect your 1031
funds. As an added security
measure, we've developed
1031Access
so you can see the activity
in your account, in real
time, 24/7.
What
many QIs don't want you
to know is that
the exchange industry is
largely unregulated. Without
standards, they can offer
you little assurance of
their training or qualifications.
In fact, they will do little
more in an exchange than
fill in the blanks on generic
forms.
So
how are The Experts
different...?
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Don't
just take our word for it.
Our Experts are published
across the country and cited
in national publications
like The New York
Times, The Wall Street Journal,
The Chicago Sun-Times, Forbes
and Bloomberg's
Wealth Advisor.
So that's why they say The
1031 Exchange Experts are
writing the book on 1031
exchanges.
Expert
1031 Security
ExpertExchanges
are protected by 1031SafeGuards
-- a comprehensive safety
system we designed to give
you the security you need.
First,
we place your exchange funds
in a reputable, FDIC-insured
financial institution. AND
your insured funds are kept
in a segregated account
(not co-mingled with the
funds of other clients). |
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Second,
we maintain a multimillion-dollar
fidelity bond as additional security
for your funds, and to assure
you of our honesty and integrity.
Finally,
with 1031AuditShield
we stand behind our work, and
in front of you, in
the event of an audit. If the
IRS challenges your exchange,
our CPAs and tax and accounting
professionals will defend your
exchange in the audit at no additional
charge.
How
Can I Get Started?
All
it takes is a phone call
or e-mail,
and The 1031 Exchange
Experts will go to work
for you. We are ready to provide
further information and answer
any of your questions.
No
other QI in the industry offers
you the expertise, service, and
protection of the ExpertExchange!
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Here's
How the 1031 ExpertExchange
Works:
•
Our Experts
consult with you
on how to best structure
your exchange -- always
considering your particular
situation.
•
We meticulously
document your exchange
to meet all IRS requirements.
•
We coordinate
with your realtor,
attorney, CPA and
closing agent
to properly complete
the exchange.
•
We keep everyone
informed
at critical points
throughout the process
with our exclusive
1031 TouchPoints program. |
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