1031 Exchanges Made Simple

Meet Our Team

  • Sarah Holtzlander

    Exchange Officer

  • David Walkotten

    Exchange Partner

  • Robert Siegel

    Exchange Partner
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Calculators

Take the guesswork out of your exchange with our free online calculators designed to help you plan key 1031 deadlines and timelines.

CALCULATORS

3 Simple Steps For Your Next Exchange

  • Submit Your Information

    Tell us about the property you're selling and your exchange goals to get the process started.

  • We'll Prepare Your Exchange

    Our team prepares the required documents, coordinates with all parties, and ensures every IRS deadline is met.

  • Close With Confidence

    Complete your replacement property purchase with confidence while preserving your tax-deferred benefits.
Start Your Exchange

This material should not be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.