The exchange has to hold up years later.
An exchange is reported on your return and can be examined long after the properties have changed hands. The file matters as much as the transaction.
Audit protection and documentation
Documentation is the defense
Exchange agreement, identification notice, closing statements and the funds trail are what an examiner looks for.
Form 8824 has to match
The return needs to reflect what actually happened, including any boot. Inconsistencies invite questions.
Audit protection comes standard
Every exchange we handle includes audit protection and an attorney guarantee, not as an upsell.
Three steps, and we carry most of them
Call before you close
We confirm an exchange fits, map the deadlines against your timeline, and put the exchange agreement in place before the sale closes.
We hold the proceeds
Funds go from the closing table to us, never to you. That is what keeps the deferral intact.
You buy, we close it out
You identify and negotiate the replacement property. We handle the documentation, the funding and the reporting trail.
1031 Specialists
Clients hire us because we can facilitate transactions no matter how complex — and because the record we build is the one that has to satisfy a reviewer who was not there.
We are a qualified intermediary for IRC Section 1031 tax-deferred exchanges, facilitating exchanges for real estate investors in all fifty states. We handle the exchange agreement, the identification and closing deadlines, and the custody of exchange funds. Every exchange includes unlimited tax optimization consulting, audit protection and an attorney guarantee, on a simple flat fee you pay at close.
Audit protection and documentation, answered
How long should I keep exchange records?
Well past the transaction. An exchange can be examined years later, and the file is what defends it.
What documents matter most?
The exchange agreement, the written identification, both closing statements, and a clean trail showing the funds never reached you.
Is audit support included?
Every exchange we handle includes audit protection and an attorney guarantee as standard, not as an add-on.
Talk to someone before the clock starts
Reach me directly, or call the main line and ask for anyone on the exchange team.
Main line
(631) 438-1031General email
info@1031specialists.comMailing address
30262 Crown Valley Pkwy, Suite B 464Laguna Niguel, CA 92677
The information on this page is general in nature and is not tax or legal advice. 1031 Specialists is a qualified intermediary, not a law firm, accounting firm or investment adviser. Consult your own tax and legal advisors about your circumstances before entering into an exchange.