Deferred Exchange

Tax-Deferred Exchange allows owners of investment property to defer the payment of capital gains associated with the sale of those properties.  It involves a series of rules and regulations that must be met in order to take full advantage of this tax benefit.  These rules allow owners of certain types of  like kind Real and Personal property to sell their property and other like kind property without paying the Capital Gains Tax.  The rule also requires that the "Exchanger" use a safe harbor to hold the proceeds while the exchange is in progress, and spells out what the safe harbors are.  The only safe harbor, for most  "Exchangers", is a "Qualified Intermediary".  A Qualified Intermediary has a complete understanding of everything that is involved in utilizing this section of the code and will walk you through the process.

Beverly Hills Deferred Exchange has been helping individual and corporate investors since 1987, handling hundreds of transactions of varied complexity.  We are experts in direct exchanges, and will be happy to assist you in your next Exchange as the Qualified intermediary.