Qualified Intermediary Coordination
Secure custodial oversight and wiring discipline that preserves every exchange milestone from contract to closing.
Related Services
IRS Form 8824 Support
Comprehensive support for IRS Form 8824 preparation, ensuring accurate reporting of like-kind exchange transactions and full compliance with federal tax requirements.
45-Day Identification Period
Strategic guidance for the critical 45-day identification window in your 1031 exchange. We help investors identify qualifying replacement properties before the IRS deadline expires.
180-Day Closing Coordination
End-to-end closing coordination ensuring your 1031 exchange is completed within the mandatory 180-day window. We manage timelines, lender requirements, and escrow milestones.
Legal Review
Thorough legal review of exchange documents, purchase agreements, lease abstracts, and title commitments to protect 1031 exchange investors from contractual and compliance risks.
Frequently Asked Questions
Do I need a qualified intermediary for my Washington DC exchange?
Yes. IRS regulations require a qualified intermediary to hold exchange proceeds. We coordinate with trusted intermediaries to ensure secure fund custody and proper documentation for Washington DC investors. The intermediary holds funds between the sale of your relinquished property and purchase of replacement property.
How do you coordinate with qualified intermediaries for Washington DC exchanges?
We coordinate with qualified intermediaries to ensure proper exchange documentation, secure fund custody, and timely wire transfers. Our team works with intermediaries, escrow companies, and closing agents to sequence every milestone for Washington DC investors. We ensure all IRS requirements are met while maintaining control over the exchange process.
What happens if the qualified intermediary fails in Washington DC?
We work only with qualified intermediaries that maintain proper insurance, bonding, and custodial accounts. For Washington DC investors, we verify intermediary credentials and ensure funds are held in segregated accounts. While we coordinate with intermediaries, we are not a qualified intermediary ourselves.