Qualified Intermediary Coordination
Qualified Intermediary Coordination helps investors in San Francisco, CA coordinate with qualified intermediaries to ensure escrow, legal, and lending workstreams stay synchronized. This service is designed for investors who need systematic coordination throughout their 1031 exchange process.
We coordinate with qualified intermediaries, attorneys, CPAs, lenders, and escrow companies to ensure all documentation flows properly and deadlines are met. Our team tracks exchange progress, verifies compliance requirements, and facilitates communication between all parties.
The service includes qualified intermediary selection support, document coordination, timeline management, and compliance verification. We work with your qualified intermediary to ensure all exchange requirements are properly met.
What's Included
- •Qualified intermediary selection and coordination
- •Document preparation and review
- •Timeline management and deadline tracking
- •Escrow coordination and instructions
- •Legal and lending workstream coordination
- •Compliance verification and documentation
- •Communication facilitation between parties
- •Exchange progress tracking
Common Situations
- •Investor needs coordination between qualified intermediary, attorney, and lender
- •Investor requires systematic tracking of exchange deadlines and documentation
- •Investor wants to ensure all parties are synchronized throughout the process
Frequently Asked Questions
What is the 45 day identification rule in San Francisco, CA?
The 45 day identification rule requires you to identify replacement properties in writing to your qualified intermediary by midnight on Day 45 after closing on your relinquished property in San Francisco, CA. Calendar days apply even when the deadline falls on a weekend or holiday.
How does boot affect my exchange in San Francisco, CA?
Boot received during your exchange in San Francisco, CA is taxable as capital gain. We coordinate with your qualified intermediary to track all cash flows and ensure proper documentation of boot amounts.
What role does a qualified intermediary play in my exchange in San Francisco, CA?
A qualified intermediary in San Francisco, CA holds exchange funds, prepares documentation, and ensures compliance with IRS requirements. We coordinate with your QI to facilitate escrow, legal, and lending workstreams.
How do I select a qualified intermediary in San Francisco, CA?
We help you select a qualified intermediary in San Francisco, CA by reviewing their experience, insurance coverage, and track record. We coordinate with multiple QIs to ensure you have options for your exchange structure.
What documents does a qualified intermediary prepare in San Francisco, CA?
Qualified intermediaries in San Francisco, CA prepare exchange agreements, escrow instructions, identification letters, and closing documents. We coordinate document preparation and review to ensure completeness.
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Learn more →Example Capability
Example of the type of engagement we can handle
Location
San Francisco, CA
Scope
Coordinate with qualified intermediary, manage documentation, track timelines, ensure compliance
Client Situation
Investor needs coordination between multiple parties for their 1031 exchange
Our Approach
We coordinated with the qualified intermediary, managed document flow, tracked deadlines, and ensured all parties stayed synchronized throughout the exchange process
Expected Outcome
Exchange coordinated with all parties synchronized and documentation properly managed
Contact us to discuss your situation in San Francisco, CA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice. 1031 defers income tax on qualifying real property and does not remove transfer or documentary taxes.
Ready to Get Started?
Contact us to discuss your 1031 exchange needs in San Francisco, CA.