A 1031 exchange should not be considered lightly. While it is a simple concept, there are many variations and planning aspects involved.
Once you consider doing an exchange, it's a good time to make sure you have the right team around you. Starting with a good tax advisor, an investor should be thinking of everyone on their team. If you would like a recommendation, email us with your specifics and we'll put you in touch with some non-commissioned associates of The Private Exchange Group, Inc.
Important links
- IRS' website
- FDIC website
Find information about the rules and how their insurance works. - Looking for properties
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Find information about banks and their performance. - New FDIC Rules
As of October 8th, 2008 - A.M. Best Bank Ratings
This site ranks financial institutions in all kind of ways. - Angie's List
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In addition, we are affiliated with professional and community service based organizations, Realtor Associations, investment communities, TIC specialists, tax attorneys, real estate attorneys and IRS update services.
As a result, we are very informed, connected and able to get answers very quickly for our clients. This is how we are able to provide personalized services for our clients and their advisory teams.
