Safety & Security for Exchangers
How do I know my money is safe?
Exchange Topics
The Safe Harbor Reverse Exchange
What is a Reverse Exchange?
Exchanges with Intermediary
In a simultaneous exchange, the old Relinquished Property and the new Replacement Property are transferred concurrently.
Multiple Asset Exchanges
Some business or investment assets, such as a hotel or farm, consist of both real and personal property.
The Exchange Process
Timing is important. Certain actions must be taken in sequence and exchanges must be completed within strict time limits.
Closing Costs and the Tax Deferred Exchange
There is little authority in the Internal Revenue Code or Treasury Regulations as to how to treat the variety of expenses and closing costs which may be associated with the sale or purchase of an exchanged asset.
Vesting Issues
How long do I have to hold title?
