Our Expertise

Mary B. Foster, President, has extensive knowledge of the cases and rulings governing exchanges and of the industry as a whole. As co-author of the leading treatise Tax Free Exchanges Under §1031, Mary is at the forefront of the industry and continually keeps up-to-date with new or changing issues within the IRC §1031. Mary is frequently called upon for her expertise by other qualified intermediaries and attorneys alike. She also meets with the IRS National Office to discuss pressing issues regarding the 1031 industry.

Security Of Exchange Funds

The safety and security of your exchange funds has always been our main priority. Our company has always maintained segregated, interest-bearing bank accounts for each client. To learn more about our exchange account policy, please refer to "Why Your Exchange Funds Are Secure With Us".

Our Clients

Our clients range from large national corporations doing multiple complex exchanges to individuals exchanging their single family rental house. We have participated in exchanges of all types of real properties, and prior to 1/1/18, exchanges of equipment, aircraft, shipping vessels, artwork and other collectibles, businesses, licenses, and radio and television stations. We have also worked on exchanges in foreign countries.

Our Approach

We have always approached our work as a personal service rather than a commodity or volume business. Our staff has extensive escrow industry experience and knowledge. High quality customer service and expertise in the industry gives us the edge when working on your exchange. Learn why your exchange funds are secure with us.