February 2008 1031 Advisor

How do you describe "Great Service"? Professional Advisors provide great service when they understand their client's goals and provide advice and resources to meet those unique goals.
What is "Great Service" in the 1031 Exchange Business? In the 1031 exchange business, providing Great Service means that each Exchange receives a Solution tailored for the client’s unique needs and goals backed up with a clear and concise Tax and Service Guarantee. No mistakes, No tax penalties, period. Clients expect, and have the right to demand, that their advisor have the expertise and knowledge to properly guide them through their transactions. Does this always happen?? Unfortunately not.
What is Your Opportunity with Guaranteed Expertise? By working with a certified 1031 Expert with a Tax and Service Guarantee, you can increase your efficiency and productivity by focusing on serving the overall needs of the client. You can avoid writing off preliminary research time associated with the complexities of IRS rules related to Section 1031 exchanges and minimize any inadvertent errors and malpractice risk while you maintain the role of the client’s primary advisor.
Bad Service is like a Virus. We have all experienced bad service from time to time and we know what it feels like.

IDEA #1: In difficult economic times, help Business Owners Conserve their Capital and Build their Wealth.

To operate and expand their businesses, Owners often put all their savings and wealth on the line. Every dollar saved helps to build that wealth. The single largest business opportunity, which is missed daily, is to reduce the estimated 45% tax burden on the purchase and sale of business assets. Businesses can manage their business assets by using tax deferred exchanges, such as Exchanges of Personal Property.

When most people think of 1031 Exchanges, they only think of Real Estate. The fact is that businesses can defer their taxes through Exchanges of Personal Property. This can include: (1) tangible assets, such as planes, trains and automobiles, as well as (2) intangible assets, such as copyrights, patents and customer based assets. Let Strategic Property Exchanges advise you and your clients on single and multiple personal property exchanges.

IDEA #2: Opposite Thinking can be the Best Thinking!

While many advisors have a passing familiarity with 1031 Exchanges, only a handful of 1031 Exchanges are designed as Reverse Exchanges. The Reverse Exchange format was approved by the IRS in 2000. Reverse Exchanges provide numerous strategic, tactical and economic advantages over a standard Deferred [Forward] Exchange for the sophisticated Real Estate Investor. Most of the hesitancy of investors to initiating a 1031 exchange can be resolved by using a Reverse Exchange Format. Many negative issues with Section 1031 Exchanges can be eliminated by utilizing a Reverse Exchange.

IDEA #3: Guaranteed Service Enhances your Practice and Reduces your Risks (and Malpractice too!)

A large Cleveland Law Firm, now refers their 1031 Exchanges to Strategic Property Exchanges, LLC, after they suffered a significant malpractice expense on a 1031 Exchange. Comprehensive expertise, attention to detail, individualized attention to each client, combined with our E&O insurance and our Tax Opinions provides personalized service that reflects well on your Firm, protects your client from IRS challenge, as well as complies with Circular 230, FASB FIN 48, IRS penalties and protects your firm from malpractice arising from inadvertent errors.