Tax Deferred Exchange

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We are a firm comprised of attorneys and specialists in the area of 1031 Tax Deferred Exchanges. In addition to our role as accommodator for exchanges, we are equipped to provide current information on laws affecting tax deferred exchanges.
CALL US: 253-383-1200
We evaluate and provide you with our opinion on the possible
methods of accomplishing your tax deferred exchange objectives.
We are a firm comprised of attorneys and specialists in the area of 1031 Tax Deferred Exchanges. In addition to our role as accommodator for exchanges, we are equipped to provide current information on laws affecting tax deferred exchanges.

  • We evaluate and provide you an opinion on the possible methods of accomplishing your tax deferred exchange objectives.
  • We work closely with and give assistance to your accountant, attorney, financial advisor and real estate professional to provide you with proper evaluations on whether or not an exchange is beneficial to your situation.
  • Your transaction is coordinated by us to meet the strict deadlines imposed by the IRS. Our experience in this area is impeccable.
  • We provide you with a complete summary of the transaction which will help your accountant in preparation of your tax returns.
  • As attorneys, our work and your funds are fully insured. All funds are kept in separate accounts with FDIC insured institutions.
  • We are celebrating our 22nd year of successful experience working with Section 1031 of the IRS codes.
  • We have acted as accommodators of exchanges for clients and properties located throughout the United States.
  • Typically, we serve you on a fixed fee basis and are paid from the closing of your first transaction. You will likely be surprised by our modest fees, particularly in relation to your tax deferral.
  • Your calls will always be welcome and your questions promptly answered by one of our professionals assigned to serve you.
CONTACT US VIA EMAIL
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253-383-1200

Washington state law, RCW19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects client against losses caused by criminal acts of the exchange facilitator, or to hold all client funds in a qualified escrow account or qualified trust that requires your consent for withdrawals.  All exchange funds must be deposited in a separately identified account using your taxpayer identification number.  You must receive written notification of how your exchange funds have been deposited.  Your exchange facilitator is required to provide you with written directions of how to independently verify the deposit of the exchange funds. Exchange facilitation services are not regulated by any agency of the state of Washington or of the United States government.  It is your responsibility to determine that your exchange funds will be held in a safe manner.