SERVING ALL 50 STATES

As our client, here are some of the many services you will receive.

• A qualified tax opinion, provided by a Board certified Tax Attorney, which protects you indefinitely against any IRS challenges
   

• Fiduciary Insurance protecting 100% of your proceeds held on deposit (only 2% of Qualified Intermediaries provide this type of coverage)
   

• Unlimited consultations with a Board Certified Tax Attorney
   

• Errors and Omissions Insurance to protect you from any errors in the course of the exchange
   

• A complete review of your tax deferral options (including options other than Section 1031)
   

• Preparation of your income tax forms to report the transaction