PTE Exchange LLC offers its services as a Qualified Intermediary for Internal Revenue Code (IRC) Section 1031 tax deferred exchanges. To achieve a successful tax deferred exchange the IRC requires the use of a Qualified Intermediary to facilitate the exchange. PTE Exchange is fully insured and a member in good standing with the Federation of Exchange Associates. PTE Exchange was founded in 2001 and has assisted hundreds of tax payers with their 1031 tax exchange.

PTE Exchange Services can act as a Qualified Intermediary for an exchange in any of the 50 states and the District of Columbia. Selling in one state and purchasing in another state is no problem. Because of the strict guidelines associated with a 1031 tax exchange it is important to understand how the exchange process works, and to discuss your particular situation with an accountant or other tax advisor prior to beginning the exchange process.

Please feel free to download sample 1031 documents by clicking on the General Information tab. Email Jrichter@jrichterlaw.com or call us at 703-239-0650 with any 1031 Exchange related questions.