Tag Archives | Qualified Intermediary


When is Cash a Problem?

We are often asked if property can be exchanged and still provide some cash for other immediate needs?  The short answer is yes, however,  If you elect to take cash, it will be immediately subject to significant tax.   The very tax you are trying to avoid is triggered (up to the amount you touch) […]

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How To Choose The Right Qualified Intermediary (QI) for your Section 1031 Exchange

Consumers shopping for financial services have for too long relied on the oversight of various regulatory agencies to provide a safe and secure business environment.  The mark of a few initials (BBB, SEC, FDIC, etc.) has been considered insurance enough that individual firms are reputable and trustworthy. The meltdown of the financial markets in 2008 […]

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