We create a scheduled workflow and allocate company resources appropriately.  We route issues to the correct people and keep the team up to date. Using our portal eliminates missed calls, meetings and communication delays, information can spread promptly and securely.

We establish your current practice regarding the purchase and sale of assets. We also design a pilot exchange program to your own specific goals and metrics to determine success.

Example: Choose a single team from one department to implement the Exchange Pilot Program, such as real estate, tangible personal property or intangible property, based on the review of the most likely transactions to result in taxable gains.

The Process
- Establish a written goal
- Clearly defined procedures and responsibilities for each team member
- Share information on purchases and sales as it become available
- Company Team members will not be responsible for interpreting data or tax issues.  SPE team members design and implement the Exchange strategy at the onset of each transaction; SPE team members will monitor, classify and match transactions as they occur.
- Monthly reports will measure the taxes deferred on completed transactions.