Qualified Intermediary Services
The use of a Qualified Intermediary, or Exchange Accommodator, is required, in most circumstances, to facilitate a 1031 tax-deferred exchange as stated in Treasury Regulation §1031.1031(k)-1(g)(4)(iii).
Above & Below 1031, LLC:
=> Coordinates with the taxpayer’s tax advisor and/or attorney and provides the necessary documents to ensure that the 1031 exchange is carried out in accordance with all rules and regulations.
=> Facilitates the sale of the relinquished property to the buyer, as well as the purchase of the replacement property from the seller.
=> Holds and protects exchange funds on behalf of the taxpayer to avoid receipt of sales proceeds that would otherwise be subject to capital gains tax.
=> Provides information and guidance to the taxpayer, and their other advisors, as needed, and ensures the adherence to the strict timelines required for a successful 1031 tax-deferred exchange.
deserve extraordinary care.
We assist in exchange transactions starting at $1 million that involve...
Commercial Real Estate
Reverse Exchange fees*
The complete cost is assessed on a
Contact us for a quote.
Delayed & Simultaneous Exchange Fee*
Base fee starts at $950 and includes 1 relinquished and 1 replacement property.
Each additional property: $250
Rush fee: $250
Cancellation fee: $250