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Cincinnati Office PHONE: 513-412-3481
TOLL FREE: 800-427-7212
FAX: 513-412-3482
Providence Office PHONE: 401-421-3763
TOLL FREE: 877-395-1031
FAX: 401-453-5847

 
 
 

OUR FAMILY OF
STRATEGIC TAX SERVICES

Our Firm

Why Choose SPEx

Why Choose SPEx

What additional duties does SPE perform?

We recognize that our clients are busy with their own businesses and lack in depth expertise in the area of Section 1031 Exchanges, so we take full responsibility coordinating for details and tax impact of each and every 1031 exchange.

As lawyers, board certified Tax Specialists, and Exchange Experts, we are well equipped to coordinate the various issues in the purchase and sale of real property with the members of your team. These issues include restructure of ownership entity issues, vacation property issues, exit and succession planning issues, eminent domain issues, as well as Tax Issues.

We act as Timekeeper, proactively guiding and advising clients to stay within the statutory time limits;

We act as Exchange Manager. We handle all the details so our clients can stay focused on their business.

We act as a Guide, advising clients and their advisors, as to the proper tax structure and types of 1031 Exchange, and we stand behind all of our advice with our legal malpractice insurance;

We act as Guardian, safeguarding the client’s assets during the exchange, taking every available precaution available in the market today;

We act as Tax Advisor, preparing tax form 8824 and tax opinion (depending on contract) as well as providing monthly guidance to keep our clients and friends updated as to changes in the law.

We act as Teacher, providing educational seminars to the general public.

What can you expect?

  • Daily Monitoring
  • Weekly quality control check
  • Identification of the best type of exchange to meet client goals
  • Periodic communication regarding deadlines, sale and purchase of property information and documentation, etc.
  • Proper tax structure

 
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