AMT 1031 LLC – 1031 Exchange Services

Through AMT Exchange Services, LLC, we provide clients access to 1031 Exchange services supported by Accruit and Exchange Manager ProSM, Accruit’s patented 1031 Exchange workflow technology.

Benefits of AMT Exchange Services, LLC

• In-House Coordination: We help coordinate the 1031 Exchange through our team, reducing friction and increasing efficiencies.
• Software Workflow: Patented 1031 software, Exchange Manager ProSM, keeps clients and advisors informed of transaction timelines, funds available, and other pertinent information throughout the 1031 Exchange.
• 1031 Exchange Expertise: AMT Exchange Services, LLC provides access to Subject Matter Expert Attorneys and Certified Exchange Specialists® (CES®)
• Security of Funds: Have confidence in the security of your exchange funds with our coverage including: $50 million Fidelity Bond, $25 million Errors & Omissions, and $15 million Cyber Liability 


What is a 1031 Exchange?

A 1031 Exchange is a tax deferral tool that allows the seller of qualifying real property to defer taxes on their transaction including Capital Gains, Depreciation Recapture, and Net Investment Income Tax, so long as the proceeds from the sale are used to acquire other qualifying, real property. Multiple requirements must be adhered to for a valid 1031 Exchange.


What is the role of a Qualified Intermediary?

A Qualified Intermediary ensures compliance with IRC 1031 for a valid 1031 Exchange. This includes the following:
• Acquires relinquished property from the Exchanger and transfers it to the Buyer
• Ensures Exchanger is not in actual or constructive receipt of any of the funds from the sale of the relinquished property
• Acquires replacement property from the Seller and transfers it to the Exchanger
• Structures the exchange per IRC 1031
• Prepares all related documentation
• Monitors and instructs the Exchanger of action to ensure maintained compliance throughout the exchange
 

Contact Jim Cahn To Start your 1031 Exchange

James.Cahn@amtrustgroup.com
Phone: 857.271.1694