Multiple 1031 Exchanges for Corporate Clients
- 1031 Exchange Project Manager Software to coordinate multiple purchases and sales of exchanges for clients (non LKE program)
- This program provides secure password protected internet portal to access all information for multiple Exchange transactions, including documents, bank accounts, contact information, automatic matching of exchange assets, email alerts and measurement of corporate goals
- Integration of financial data with the Section 1031 Exchange Taxable Boot Calculator to alert the client as to potential tax impact of the specific transaction and to take remedial action.
- After the final closing date the financial data is uploaded into our Tax Software to prepare Form 8824, Schedule D and Form 4797
- After the final closing date the financial data is uploaded into our Tax Asset Manager Software to prepare the Step into the shoes depreciation expense for the client.
- Tax Opinion on 1031 Exchange which complies with Internal Revenue Service, Sarbanes Oxley; Schedule M-3 and FASB FIN 48
- Customized Reports for all the client’s reporting needs
- Sample escrow report
