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Thank you for allowing us this much appreciated opportunity to work with you on your 1031 Exchange. There are a few things we would like to point out as we commence the process together.


Questions: Our service includes free consultations at anytime during the process. Please do not hesitate to contact us if you have any questions or concerns.


Communications: We prefer email communications. Emails provide a nice written record of the transaction and are easy to organize. We are generally quick responding to your email. However, we are also more than happy to speak with you on the phone if that is your preference.


What now?: At this point in the process, you and your agent should be focused on getting into contract on an investment property you wish to purchase. After you get into contract, let us know the address of the property you are buying and who is handling your escrow. After we receive that information, we will handle all exchange related tasks and you can relax and wait for instructions from your escrow officer.


Contract Deposits: If your contract requires you to put down a deposit, we suggest you put down the deposit using cash out of pocket and then get refunded at close of escrow. Such a procedure is the easiest way to make sure your deposit is made. However, if you would like to use your exchange funds to make the deposit, we can do that. Please make such requests as soon as you open escrow and provide 48 hours for us to make the deposit as we will need to prepare your exchange documents prior to making the deposit. Making the

deposit is your responsibility and we are here to help as needed.


Closing Statements: Please make sure to keep the escrow closing statements you receive for all properties involved in the exchange. Your tax advisor will use your statements to report your 1031 Exchange on this year’s tax return. If you do do not receive a closing statement, please ask your real estate agent or escrow officer to provide a copy.



Tax Reporting: Your 1031 Exchange will be reported on a very simple Form 8824, filed with your federal return. If you provide your tax advisor with your escrow closing statements, they will easily be able to report your exchange.


Service Providers: If you require a real estate related service during your exchange, your real estate agent is the best person to provide you with referrals for service providers. If you do not yet have a real estate agent for your purchase, please let us know and we can provide you with a list of service providers we have worked with in the past. Mortgage, escrow, inspections, etc.

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