Southern Exchange, LLC is a full-service Qualified Intermediary, specializing in the consultation and facilitation of tax-deferred exchanges under IRC §1031. Located throughout MS, our team is comprised of tax, legal and financial professionals. Through qualified service and advanced solutions, Southern Exchange enhances your 1031 success.
The IRC §1031 exchange is one of the greatest tax advantages for any investment property owner, but there are many rules and regulations (link to: Rules and Regulations under 1031 Facts tab) essential to a successful exchange. Smart investors always use the service provided by a Qualified Intermediary (link to: What is a Qualified Intermediary? under Services tab) to maximize their investment. The choice to use a tax-deferred exchange is an intelligent planning decision by investors. Tax-deferral is a key element to building and protecting wealth. Choosing the right QI can further ensure the ability to successfully complete an exchange under IRS regulation.
In our experience, many 1031 exchanges often fail due to insufficient and misleading advice. A single error can cost the taxpayer thousands, and even millions of dollars in taxes and lost opportunity costs. Once an investor has decided to defer taxes, a Qualified Intermediary must be elected to ensure the probability for tax deferral. When Southern Exchange is appointed as QI, we will actively support you and your advisors during the exchange process.
We support our clients through coordination and security. The team at Southern Exchange will work attentively with your professional advisors to effectively manage all matters pertaining to your 1031 exchange. You can be assured that our involvement will keep your transaction running smoothly. Security of your 1031 proceeds is our top priority. Your personal and financial information is securely maintained by our staff and the financial institutions we employ, and will not be shared without your authority.
We enhance our client's success through synergy and savings. New laws and procedures are passed constantly, which can affect your 1031 exchange. At Southern Exchange, we synergistically maintain a high level of proficiency on 1031 exchange regulations. This improves our ability to successfully stay ahead and complete your transaction. Our fee structure is nationally competitive and all clients collect a percentage of interest from their account. By using Southern Exchange as your Qualified Intermediary, you will earn the most from your tax deferral.