(978) 433-6061
Who We Serve

Overview

Exchange Authority serves legal, financial, accounting and real estate professionals in all fifty states and the U.S. Virgin Islands. Our goal is to be your expert resource in all aspects of a 1031 Exchange.

Professionals

If you are looking for a qualified intermediary partner with a track record of success spanning nearly 30 years, you’ve come to the right place. Exchange Authority assists attorneys, accountants, financial planners and real estate agents and brokers serve their clients needs. Our experience is unmatched in supporting 1031 Exchanges of all kinds. You can count on us to deliver exceptional service throughout every phase of the exchange.

1031 Exchange Synonyms

1031 Exchanges are referred to in a variety of ways. The most common terms you will hear are:

  • Authority IRC 1031
  • Method to Defer Tax on Profit [Gain]
  • Tax Deferred Exchange
  • Interest Free Government Loan

Attorneys

Whether your client is exchanging real estate, race horses, ferry boats or fine art, our goal is to take a complex procedure and present it to you and your client in a clearly defined and methodical process that makes you and your client’s life easier!

Accountants

We handle all the documentation requirements for a 1031 Exchange, including FORM 8824. Your client receives a 1031 Exchange Report inclusive of all the supporting calculations. We work with accountants from coast to coast handling 1031s.

Financial Planners

Exchange Authority helps your clients transition from poor performing properties to better performing real estate investments. When a client refinances, they can use tax deferred dollars to acquire stocks, bonds, and other investments.

Realty Professionals

Your clients are thinking about the tax consequences of their property sales. Encourage them to consider a 1031 Exchange and you differentiate yourself from other realtor options and increase the value of your services.

Individual Taxpayer Clients

If you are considering a 1031 Exchange and need the advice of a legal, accounting, financial or real estate professional, please give us a call. We are committed to answering each and every question and helping you connect to the professionals that you will need to guide you through a 1031 Exchange transaction.

For all your 1031 Exchange needs,
call Exchange Authority at 978- 433-6061

We’ve got decades of experience helping clients just like you maximize your capital gains tax deferment!