Identifying and Managing Qualified Intermediaries in 1031 Exchanges
1031 Exchanges can provide clients with a significant tax advantage. Applied with tactical acumen, 1031 exchanges can provide a significant competitive advantage to the practices of financial advisors.
This webinar focuses on the role of a qualified intermediary. QIs play a unique role in the 1031 exchange and the expertise and stability of the QI is critical to the success of a client’s exchange. Learn more about how you can more fully leverage a qualified intermediary for the successful exchange of a client’s real estate assets.
– Roles and Responsibilities of a QI
– Selecting a QI
– Qualifying standards of QIs
– Working with QIs
– Ensuring a successful exchange
Ed Hannon, Partner | Quarles & Brady, LLP
Steve Davis, Financial Advisor | T Advisors
Scott Saunders, Senior Vice President | Asset Preservation Inc.
Geoff Flahardy, National Key Accounts Director and Private Placement Specialist | ExchangeRight