Serving as qualified Intermediary to Professional Advisors and their Clients since 1989 on Forward, Improvement, Reverse, Parking, Personal Property Multi Asset  and  Foreign Section 1031 Exchanges

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  1031 ADVISOR                                                                         January 2009


Photograph of Stephen L. Robison

Stephen L. Robison
J.D., LL.M
Tax and Business

Expanding Your Professional Practice Is Just a Phone Call Away

When professional advisors are asked, “What is a Section 1031 Exchange?”, the vast majority instinctively visualize a real estate transaction—not a sale of business assets, nor collectibles or other investments, and not intangible assets. 

The newspaper story might read, “A near-sighted man starves in a grocery store, he could not find the mustard.”

What is a Section 1031 Exchange?  At its core, it is about reducing or eliminating income taxes.  However, it is not limited to real estate.  It is about saving income taxes on every type of trade or business asset or investment asset owned or used in the United States.

What are income taxes?  An enforced levy by the government representing the single largest discretionary expense facing businesses.  Taxes are ‘discretionary’ because taxes on the gain from the sale of assets can be deferred or avoided using numerous tax planning options.

What prevents us from assisting our clients?

  • Is it lack of understanding?
  • Are you unsure about the rules?
  • Are you unsure what assets our clients own or whether they are going to sell them?
  • Are you unsure what options are available to them?
  • Are you unsure who you can confidently rely upon to give you the guaranteed correct tax advice?

Steve Robison guarantees, in writing, the advice he provides with every Section 1031 Exchange.  Steve is an experienced, Board Certified tax attorney who is knowledgeable about all aspects of Section 1031.

Schedule a complimentary quarterly conference call with your client and Steve to discuss your client’s asset acquisitions and disposals to see what options are available.  This is an invaluable opportunity to make sure your client’s tax burden is minimized.  Your client will appreciate your commitment to their success and well being.  Once your first client receives our exemplary level of services, everyone else will want it.

Our comprehensive Section 1031 Services include:  Tax reporting, Tax guarantees, Penalty protection, Error protection, and Fiduciary bonds to protect client funds.  Our clients appreciate our steadfast commitment to their exchanges regardless of the time or complexity involved.

At Strategic Property Exchanges, LLC our commitment does not stop at the closing table.  Our services continue throughout the exchange process, through the filing of your tax return and beyond.  Let us help you build your future.

Steve Robison is a Board Certified Tax Attorney.  Through his company, Strategic Property Exchanges, LLC, he has assisted Advisors and Property Owners successfully navigate Section 1031 Exchanges of their Business or Personal Assets with the lowest possible tax impact and the greatest value for the parties involved over the past 18 years!


CONTACT
INFORMATION


Strategic Property Exchanges, LLC
11353 Reed Hartman Hwy., Ste. 300 Cincinnati, OH 45241

Toll Free:
800-427-7212

Phone:
513-412-3481

Email:
steve@spe1031.com

Web site:
www.spe1031.com


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STRATEGIC PROPERTY EXCHANGES:  OUR SEVEN SERVICE GUARANTEES!

1.  Exchange funds are fully insured
2. 
Unlimited consultation and tax planning
3. 
Protection with Errors and Omission insurance policy
4. 
Covered Tax opinion protects client and advisor
5. 
Complies with: Circular 230; FASB FIN 48; Section 6662; Schedule M-3; Sabanes Oxley 404
6. 
Advisor protection from IRS sanctions and penalties relating to Circular 230
7. 
IRS "audit-proof" auditing package included