CONSIDERING AN EXCHANGE?

We will help take any worry out of this decision....right now.

Our firm is not for everybody. In fact, we insist on speaking with you and understanding your situation personally, or we will decline your engagement.

With a few minutes of discussion, we can likely ascertain if an exchange is really what you need. Often it isn’t and we are happy to help you to that conclusion because we have no interest in preparing and handling a well-crafted, defensible tax-deferred exchange that does not benefit you in a significant way. In a majority of calls we receive, we will recommend against an exchange.

Please call us if you think we could be of assistance to you. We are glad to speak with you in order to eliminate any anxiety you may have, whether we do an exchange for you or not.

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