EVERYTHING WE DO,
WE DO BY THE BOOK.

As an industry leader, we believe it’s our responsibility to help establish and uphold best practices for Qualified Intermediaries. Part of this task entails explaining and clarifying to customers the fundamentals involved with tax deferred exchanges as set forth by the Like-Kind Exchange Regulations issued by the United States Department of the Treasury.

Which is why we created the tutorial booklet, A Guide to Tax Deferred Exchanges. This booklet clearly spells out the mechanics of deferred exchanges, and also addresses many of the issues arising from the most common exchange scenarios. For these reasons, we like to recommend it as required reading for those seeking a deferred exchange for the first time.

Click here for a PDF download of the booklet, A Guide to Tax Deferred Exchanges.