Your one-stop desktop download for sample documents and forms, brochures, white papers, articles, news, views and reviews.
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| SAMPLE DOCUMENTS |
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Sample Exchange Agreement |
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Post Close Packet: ID Form |
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Disbursement Form |
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| SUPPORT DOCUMENTATION |
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Financial Security Statement |
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Business Continuity Statement |
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Anti-Money-Laundering Program |
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$2 Million Errors and Omissions Policy |
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$50 Million Fidelity Bond Statement |
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| IRS DOCUMENTS |
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IRS Form 8824 (2006) |
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| MORE READING |
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10 things you should know before you do another 1031 exchange. |
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Introducing some timely improvements to the 1031 delayed exchange. |
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Introducing a straightforward approach to reverse exchanges. |
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Guide to Tax Deferred Exchanges |
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Case Study: Leasing
One of the World’s Largest Diversified Leasing Companies
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White Paper: Leasing
Tax-deferred like-kind exchange program for leasing companies. |
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