1031 EXCHANGE IRS EXPERTS

Qualified Intermediary Certified with IRS Providing Exceptional Service

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TESTIMONIALS

We know we made the Exchange Trust staff work a little harder than they usually do on our 1031 exchange.  We had a triplex that we weren’t even sure we could sell and exchange for a house that we hadn’t even broke ground on yet.  It turned out to be called a construction exchange and even though we sent numerous emails with invoices to be paid from our exchange funds, Sam somehow never complained about it all the checks we needed for our contractors.   We now love our new rental house and would recommend Exchange Trust to handle even a difficult exchange!

Angel and Dan M.

Exchange Trust has helped me on numerous complex exchanges and has made the process extremely smooth.  I had a few bad experiences with top firms sue to being assigned to junior staff that didn't prioritize my exchange and delays caused me a great loss.  

-Ray

I recently started working with Sam and Exchange Trust for my real estate business tax services after several years of using a different CPA. After hearing that Sam specializes in assisting real estate brokers I was interested to see what he could offer.  He reviewed several of my past tax returns & provided very valuable recommendations on how I could better structure & operate mine and my clients business in the future. I immediately signed on as a client & the difference in working with him has been phenomenal. His level of expertise & communication has been stellar and I now feel confident that my real estate business is in the hands of someone that truly understands the industry & needs of realtors specifically. I would highly recommend him to any real estate broker that wants to run a successful & efficient business.

Nick Loveless, Broker
Windermere Real Estate NE

EXCHANGE TO BUILD WEALTH

We at Exchange Trust understand that the sales and purchases of your investment properties are some of the most stressful but important events of your life. You have the benefit of your real estate broker to guide you, but when it comes to the tax implications, you need an expert to save you as much capital gains tax as possible. This tax savings allows you to have more funds to acquire additional properties, which builds wealth

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