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When selecting a
Qualified Intermediary, the Client must
feel confident that
their Qualified Intermediary can
provide
the
required expertise,
skill
and
commitment to facilitate a successful
exchange.
Attorneys & Accountants 1031 Services,
LLC (AA1031) is sensitive to these
concerns.
AA1031 is committed to
providing unsurpassed service to our
clients.
Clients
must also feel confident that exchange
funds will be safe and available for the
successful conclusion of their exchange.
TOWARD THAT END, AA1031 provides:
-
Professional Liability
Insurance
-
Deposit of segregated,
dual signatory trust accounts
-
Deposit of exchange funds
in FDIC insured depository institutions
-
Arrangements whereby
client signature is requested for
release of exchange funds
Utilizing technical
expertise and practical experience
gleaned from our background as legal and
tax professionals, AA1031 can work with
you to help our mutual clients defer
capital gains and maximize investment
opportunities.
Please visit our
Exchange Basics & Library for an
in-depth explanation of the 1031
exchange process.
Fees:
Our professional fees for §1031
tax-deferred exchanges are reasonable
and competitive. We will be happy to
discuss your prospective exchange and
give you a quote for any anticipated
expenses.

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