Exchange Manager Pro ℠
Software as a Service (SaaS)
Designed for independent Qualified Intermediaries or businesses with an existing Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary subsidiary.
License the patented, proprietary technology of The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Manager Pro SM to build your business while exceeding client expectations.
- Grow your business without increasing staffing
- Ensure safe-harbor compliance through a consistent online workflow
- Turnaround exchanges in as little as 8 minutes
- Drive confidence in storage and security of exchange information