Save Tax Money, Build More Wealth
Complete 1031 Services
Unlike most 1031 Facilitators, we are TAX professionals, licensed by the IRS with a perfect record of no IRS changes. Every Exchange is different - use experts who handle every phase
personally. Located in the same office for 24 years - Funds are guaranteed safe and secure.
Exchange to Build Wealth
We at Exchange Trust understand that the sales and purchases of your investment properties are some of the most stressful but important events of your life.
You have the benefit of your real estate broker to guide you, but when it comes to the tax implications, you need an expert to save you as much capital gains tax as possible.
This tax savings allows you to have more funds to acquire additional properties, which builds wealth.
Service
Our depth of technical expertise and practical experience has developed over many years. Additionally, our professionalism and commitment to our customers are demonstrated every day.
Security
Safety and security of exchange funds is a matter of paramount importance. Exchange Trust routinely provides customers with superior safety and security controls for exchange funds.
Experience
Exchange Trust is one of the leading experts in complex or standard tax-free exchanges with our 27 years of experience. We specialize in exchanges for sales and reinvestments of property on the West coast.
Peace of Mind & Safety Of Your Funds
Audit Protection
Up-to-date Legal Strategies
Experienced / Licensed With IRS Since 1997
What People Are Saying
“I recently started working with Sam and Exchange Trust for my real estate business
and my clients' 1031 tax services, after several years of working with a different CPA.
After hearing that Sam specializes in assisting real estate brokers I was interested
to see what he could offer. He reviewed several of my past tax returns & provided very valuable recommendations on how I could better structure & operate mine and my clients' business in the future. I immediately signed on as a client & the difference in working with him has been phenomenal. I now feel confident that my real estate business is in the hands of someone that truly understands the industry and most importantly that my clients money is safe in the Exchange Trust holding account..”
- Nick L., Broker
Windermere Real Estate NE