Qualified Intermediary Failure and Investor Protection
When a qualified intermediary fails, investors lose both their money and their tax deferral.
Marcus Thibeault
Section
Qualified Intermediaries
7 stories in Qualified Intermediaries.
Attorney or Title Company as Qualified Intermediary
Disqualified relationships can sink an exchange if the wrong intermediary is chosen.
Douglas Osei-Bonsu
Qualified Intermediary Fees and What You Are Actually Paying For
Hidden interest earnings often dwarf the advertised fee charged by intermediaries.
Priya Nandakumar
Qualified Intermediary Regulations by State
Only eight states require qualified intermediaries to carry insurance and bonds.
Marcus Thibeault
How to Choose a Qualified Intermediary
Your choice of intermediary determines whether your exchange survives IRS scrutiny intact.
Douglas Osei-Bonsu
Qualified Intermediaries That Charge No Fees for 1031 Exchanges
No-fee intermediaries waive transaction costs but earn money through escrow interest instead.
Marcus Thibeault
Most Active Nationwide Qualified Intermediaries by Exchange Volume
Volume signals experience but reveals nothing about how well a firm will handle your exchange.
Marcus Thibeault