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About Exchange Facilitator


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How We Handle Your 1031 Exchanges

Testimonials

March 2007

"Ruth and I wish to thank you for the folder containing documentation of the above referenced exchange. It will be of great help to our accountant in preparing our tax return..

We appreciate the efficient and professional manner in which you handled the exchange."

William D. and Ruth Allingham, Investors, Seattle WA

Exchange Facilitator Corporation was founded in 1988 by President Dennis P. Helmick and fellow House Counsel Kelly M. Yates. There are 3 Certified Exchange Specialists™ on staff.  The first exchange company formed in Washington, Exchange Facilitator has structured more than 6000 successful exchanges, ranging in value from less than $50,000 to more than $500 million.
  • Staff attorneys who consult with you and your tax advisor at no charge or obligation, developing a successful exchange strategy, discussing the risks/benefits of exchanging and the profile of your replacement property.

  • Fidelity bond insurance protecting exchange accounts against any loss caused by theft or embezzlement by Exchange Facilitator personnel. Extended coverage is available.

  • Errors and omissions insurance protection.

  • Custom preparation of exchange documentation for your old and new property escrows, and review of such documents to ensure successful completion of your exchange.

  • Assistance in correctly identifying and designating your new investment property.

  • Review and execution of escrow closing documents as seller of the old property and purchaser of the new.

  • Safe holding and disbursement of your exchange proceeds, giving you the benefit of any interest earned.

  • Full reporting of exchange proceeds and earnings, in an "accountant ready" binder with copies of your exchange documents.

The content of this web site is current as of October 17, 2007.  Because tax laws, regulations, court cases and IRS rulings are subject to change, it is important that you consult your tax advisor or one of our staff attorneys to determine if there have been any changes which could affect your exchange.


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