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To ensure the validity of the tax-deferred exchange and avoid possible tax consequences, it is important to follow the guidelines in the Section 1031 of the Internal Revenue Code, the regulations issued and the case law regarding exchanges. To help you meet these stringent requirements, the IRC provides for the use of a Qualified Intermediary (QI) to help you retain all the benefits of a tax-deferred exchange.

Discover how Banker Exchange can help you navigate this complex environment.
A tax-deferred exchange is a transaction involving (1) the disposal of investment property or property held for productive use in trade or business, and (2) the purchase of "like-kind" replacement property. Both properties must meet the requirements of §1031 of the Internal Revenue Code in order to qualify for non-recognition of gain or loss.

Section 1031 and the regulations accompanying it can be complex. A Qualified Intermediary can provide the necessary solution to help you and your advisors understand the requirements of a tax-deferred exchange. Banker Exchange works directly with your team to maximize the benefits of a tax-deferred exchange.

Selecting Banker Exchange as your QI provides the ultimate in confidence.

To learn more about our services, please contact us.

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Disclaimer: Nothing contained herein is given or intended to be interpreted as tax or legal advice.
Please consult your tax or legal advisor before proceeding with a 1031 exchange.

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