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(424) 469-8111

As an experienced qualified intermediary, we provide the two most important things you need to successfully defer capital gains taxes – strict adherence to exchange rules and professional guidance. If you’re worried about the qualified intermediary fee, you can take advantage of our 1031 exchange free consultation to get the professional guidance you need without breaking the bank.

With 35+ years of experience at Universal Pacific 1031 Exchange, we have the right answers to any questions you may have about running a successful 1031 exchange. You’ll not just learn what you need to start an exchange; we’ll also guide you throughout the process.

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What Should You Expect in a Free 1031 Exchange Consultation?

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The QI will explain how a 1031 exchange works, the key rules for deferring capital gains taxes, deadlines, the exchange’s benefits, and what types of replacement properties qualify.

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You’ll have the chance to share details about your relinquished property sale, plans for a replacement property, and other relevant information about your real estate investments.

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Our QI will be able to highlight any potential risks and address any common pitfalls to avoid for your specific case example.

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You’ll learn how the QI manages the funds from your sale, prepares the necessary documents, and ensures compliance with IRS regulations.

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You can ask about anything related to the tax-deferred exchange, from timelines and fees to how the process applies to your specific situation.

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Our QI will let you in on the next steps to start your 1031 exchange. They may provide a checklist of information they’ll need from you and discuss timelines for getting started.

Why Should You Work With our QI Team

  • A Qualified Intermediary helps make the 1031 exchange process smooth and makes sure you follow IRS rules. Their expertise helps you avoid mistakes that could lead to penalties or loss of tax benefits.
  • When you sell your investment property, the QI takes control of the exchange funds and places them in a secure escrow or trust account. 
  • A QI will also help make sure you meet the strict timeline for a 1031 exchange, as missing the deadlines could disqualify your exchange.
  • Furthermore, the QI prepares and organizes all the paperwork needed for the exchange, like the exchange agreement, escrow instructions, and closing documents.
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How Can You Maximize a Free 1031 Exchange Consultation?

To be sure you get the most value out of your free consultation session with our QI, familiarize yourself with the basics of a 1031 exchange, such as its tax benefits, key deadlines, and like-kind property requirements. With this, you ask more informed questions and better understand the advice you receive.

Be ready to share details about your situation. Be honest about your goals and concerns. The more we know about your situation, the better we can tailor our advice and help you succeed.

Very importantly, think about what you want to know before the consultation and prepare a list of questions. In addition, take notes during the consultation. Write down key points the QI explains, as these notes will help you remember details when making decisions later.

If you decide to move forward, ask what’s needed to start the process. The QI will likely provide a checklist of information they’ll need alongside the deadlines.

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Affordable QI Fees for Expert Service

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Streamlined and Transparent Process

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Personalized Client Support

Contact Us Today for a Free Consultation

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Comprehensive Support

Running a stress-free and compliant 1031 exchange does not have to be a hassle. You don’t even need to break the bank to get started. With our free consultation, you can learn the basics of the 1031 exchange before you make up your mind on what to do. And if you’re going ahead with an exchange, we’ll provide experienced guidance throughout the process.