Xchange Solutions

San Jose, United States

5

Open now

3 reviews

Does not accept credit cards

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Accepts Credit Cards
No
Accepts Bitcoin
No

Description

Specialties

Xchange Solutions specializes is multiple forms of tax deferral, 1031 exchanges being the primary. We specialize in Forward 1031 Exchanges, Reverse Exchanges, Delayed Exchanges, Delaware Statutory Trusts, and Deferred Sales Trusts™.

History

Established in 1996.

* We have over 50 years of combined 1031 exchange experience from simple to complex.

* 20 plus hours of tax code and related education per facilitator every year.

* In-​depth knowledge of relevant sections of local, state and federal tax codes.

* Fluent with all types of 1031 exchanges.

* One of the few specialists nationwide in reverse and improvements exchanges.

* Experience and knowledge from handling thousands of exchanges, available free of charge to you, your accountant and your attorney.

* Maintains a $ 5,000,000 fidelity bond per exchange account for the benefit of our exchangers.

* Offers a special bank withdrawal documentation that requires the exchanger’s signature before the funds can be withdrawn. The tax code is written so the exchanger cannot have constructive receipt of the funds. This document provides peace of mind for exchangers.

* Offers several options for the safe-​keeping of your funds during the transaction.

Meet the Business Owner

Kevin H.

Business Owner

In 1996, Kevin Hereford founded Xchange Solutions and quickly established it as a nationally recognized industry leader. From 1988 to 1996, at Starker Services, Kevin developed and expanded the company to a nation-​wide presence.

Kevin has completed hundreds of 1031 exchanges from simple to complex. He is one of a handful of specialists nationwide in reverse and improvement exchanges.

Kevin literally helped write the book on 1031 exchanges, co-​authoring the book. «1031 Real Estate Exchanges.» Kevin is a past Board Member of the Federation of Exchange Accommodators, the national trade organization for Qualified Intermediaries, he served on the Ethics and Education Committees.

Kevin began his career helping private real estate investors develop their portfolios. Kevin graduated from the University of Houston with degrees in Finance and Marketing.