Consult your tax advisor about the benefits of exchanging

Call All States 1031 for a complimentary consultation

Complete the exchange questionnaire and fax it back with a signed copy of the Purchase & Sale Agreement and a copy of the deed for the property being exchange

Return the engagement package signature pages by fax and mail a complete set of originals to the All States 1031 office

Consult your tax advisor about what should and shouldn't be paid out of the exchange proceeds on the HUD/Settlement Statement

Return approved HUD/Settlement Statement with your initials by fax or email to All States 1031

Choose the replacement properties that you wish to identify on your identification letter that are of equal or greater value of the adjusted sales price of your relinquished property (it is best to pinpoint the adjusted sales price with your tax advisor)

Submit 45 day identification letter by the 45th day with complete property addresss and tax identification numbers if available (if Tenant-in-Common property or shared property you will need to add the exact percentage of property being purchased)

Fax signed Purchase & Sale Agreement for replacement property along with the closing agents contact information and instructions for the deposit if a deposit is needed to be paid with the exchange proceeds

Return signed replacement property exchange documents to All States 1031 (ex. Replacement Assignment and withdrawal form for deposit and/or wire for purchase)

Return initialed replacement property HUD/Settlement Statement once it has been reviewed and approved by client

Return client testimonial page to the All States 1031 office to receive a coupon for a $100 credit on your next exchange and one for a friend

File the CD-Rom from All States 1031 with any additional exchange information for your tax return and sit back and enjoy all of your smart and easy tax savings