We work alongside your CPA and attorney.
A qualified intermediary does not replace your tax or legal advisors. We handle the exchange mechanics so they can focus on your position.
Working with your CPA and attorney
Your CPA owns the tax analysis
Basis, boot, recapture and how the exchange fits your broader position are their call. We give them what they need.
Your attorney owns the documents
Purchase agreements, entity structure and title questions stay with counsel. We handle the exchange agreement and the funds.
We are the part that has to be independent
Your existing advisors are disqualified from acting as intermediary. That separation is a feature of the rules, not an inconvenience.
Three steps, and we carry most of them
Call before you close
We confirm an exchange fits, map the deadlines against your timeline, and put the exchange agreement in place before the sale closes.
We hold the proceeds
Funds go from the closing table to us, never to you. That is what keeps the deferral intact.
You buy, we close it out
You identify and negotiate the replacement property. We handle the documentation, the funding and the reporting trail.
1031 Specialists
Exchanges go wrong when nobody is coordinating between the deal, the tax position and the deadlines. Our role is to hold that center — including unlimited tax optimization consulting as part of every exchange.
We are a qualified intermediary for IRC Section 1031 tax-deferred exchanges, facilitating exchanges for real estate investors in all fifty states. We handle the exchange agreement, the identification and closing deadlines, and the custody of exchange funds. Every exchange includes unlimited tax optimization consulting, audit protection and an attorney guarantee, on a simple flat fee you pay at close.
Working with your CPA and attorney, answered
Do I still need my CPA?
Yes. We handle the exchange mechanics and the funds. Your CPA owns the tax analysis and the return, and your attorney owns the documents.
Will you work directly with my advisors?
Routinely. Coordination between the deal, the tax position and the deadlines is most of what keeps an exchange on track.
Why can't my CPA act as the intermediary?
The rules disqualify anyone who has been your agent within the prior two years. That separation is deliberate.
Talk to someone before the clock starts
Reach me directly, or call the main line and ask for anyone on the exchange team.
Main line
(631) 438-1031General email
info@1031specialists.comMailing address
30262 Crown Valley Pkwy, Suite B 464Laguna Niguel, CA 92677
The information on this page is general in nature and is not tax or legal advice. 1031 Specialists is a qualified intermediary, not a law firm, accounting firm or investment adviser. Consult your own tax and legal advisors about your circumstances before entering into an exchange.