When conducting a 1031 exchange, it’s important to properly vet your qualified intermediary. Here are some questions to ask about your qualified intermediary before you make the decision to hire them for your like-kind exchange:
Do they have a professional license? Are they an attorney licensed to practice law? Are they a CPA who’s gone through that rigorous examination?
Do they have an A+ rating with the BBB? Do they have a lot of good reviews on Google?
Have they been in business for decades or are they new to the industry?
Are they actually authorized to do business in your state?
Do they use separate, segregated bank accounts or do they put all their client monies into one bucket?
CPEC1031, LLC – Your 1031 Exchange Resource
CPEC1031, LLC is your resource for all things related to 1031 exchanges. For the past several decades, we have been helping taxpayers just like you defer taxes under section 1031 of the Internal Revenue Code. We can help you keep your money working in a continued investment. Contact us today to learn more about the 1031 exchange process, its benefits, and how we can help facilitate your next like-kind exchange. Our team operates out of our primary office in downtown Minneapolis but we work with clients across the United States.
Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.
Defer the tax. Maximize your gain.
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