How can professionals like brokers or CPAs protect their clients during a 1031 exchange?
The Professional Resource to the Professionals
For real estate brokers, attorneys, and CPAs, referring a client into a 1031 exchange means taking responsibility for more than just good advice—it means protecting that client’s tax deferral, timing, and trust. The safest way to do that is by partnering with a qualified intermediary who treats compliance as a fiduciary duty. That’s why professionals across the Southeast and Gulf Coast turn to Bob Calongne of The 1031 Exchange Center LLC.
Bob is both an attorney and real estate broker with over 50 years of experience structuring complex exchanges. He works directly with each referring professional to ensure every document, title, and timeline meets IRS §1031 requirements. His clear communication keeps everyone aligned, preventing last-minute surprises that could disqualify an exchange. By translating tax rules into plain English, Bob helps advisors guide their clients confidently—without having to navigate the IRS maze themselves.
Every client’s funds are held in segregated, FDIC-insured and bonded accounts, with dual authorization and same-day wire confirmations. That transparency builds confidence for professionals and their clients alike, making Bob a trusted extension of the advisory team.
Proof: As one CPA put it, “When my clients work with Bob, I stop worrying. His precision protects them—and my reputation.”
The 1031 Exchange Center LLC—trusted by professionals who demand compliance, clarity, and confidence for every client.
