1031 Exchange Referral Source How To Guide
Nearly fifty percent of our exchanges originate from lawyers, realtors, CPAs and title professionals. These referrals reflect their experience and confidence with the expertise of Atlas 1031 Exchange.
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- Attorneys providing estate, trust, merger and acquisition and real closing services refer clients seeking qualified intermediary 1031 exchange services.
- CPAs contacted by their clients prior to selling will determine the recognized gain or capital gains tax due and refer their clients to qualified intermediaries when an exchange makes sense.
- Realtors listing properties for sale that ask two questions will know whether their client should talk with their CPA or qualified intermediary about a 1031 exchange or Deferred Sales Trust.
- Title and Escrow Officers preparing for a closing recognize the possibility of a 1031 exchange and refer clients to discuss their transaction and potential 1031 exchange.
