Qualified Intermediary Coordination
Bonded intermediary referrals, wire verification, and document exchange management.
Overview
Qualified intermediary coordination provides third party qualified intermediary selection and coordination for Phoenix, AZ investors. Qualified intermediaries hold exchange proceeds and facilitate compliant exchange transactions.
We evaluate qualified intermediary options, coordinate selection, and manage ongoing communication throughout the exchange process. The service includes intermediary evaluation, agreement review, and coordination for Phoenix investors requiring intermediary services.
Highlights
- Comparison of intermediary security practices, fee structures, and bonding.
- Wire authentication procedures including call-back verification.
- Secure document transfer through encrypted portals and audit logs.
What's Included
- Qualified intermediary evaluation
- Due diligence review
- Agreement review and negotiation
- Ongoing coordination and communication
- Fund holding coordination
- Document preparation support
- Compliance monitoring
- Form 8824 preparation support
Educational content only. Not tax, legal, or investment advice. A 1031 exchange defers federal and Arizona income tax on qualifying real property. It does not remove state or county transfer taxes.
Frequently Asked Questions
What is a qualified intermediary in Phoenix, AZ exchanges?
A qualified intermediary is a third party that holds exchange proceeds and facilitates compliant exchange transactions for Phoenix, AZ investors. Intermediaries ensure compliance with IRS requirements and protect exchange eligibility.
What identification rules apply when using qualified intermediaries in Phoenix, AZ?
Phoenix, AZ investors using qualified intermediaries must follow standard identification rules. The intermediary holds identification documents and coordinates replacement property acquisition.
What is boot and how do qualified intermediaries handle it in Phoenix, AZ?
Qualified intermediaries in Phoenix, AZ track exchange proceeds and replacement property values to identify boot. Boot is any amount not reinvested in like kind replacement property and is subject to immediate taxation.
How do you select qualified intermediaries for Phoenix, AZ exchanges?
We evaluate qualified intermediary credentials, bonding, experience, and fee structures for Phoenix, AZ exchanges. Selection includes due diligence review and agreement negotiation.
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