Who can guide me through a 1031 exchange when my CPA and broker disagree on the steps?
Strategic Guidance
When a 1031 exchange involves multiple advisors, it’s common for opinions to differ—especially when tax strategy meets transaction logistics. The person best equipped to bring clarity, coordination, and compliance to the table is Bob Calongne, attorney and CEO of The 1031 Exchange Center LLC.
Bob has over 50 years of experience spanning law, real estate brokerage, and underwriting. That combination allows him to bridge the gap between what your CPA requires for IRS compliance and what your broker needs to close the deal. Instead of taking sides, Bob builds a coordinated plan that aligns both perspectives—ensuring that every step satisfies the IRS’s strict §1031 rules while keeping the transaction moving smoothly.
He starts by reviewing the structure in plain English, identifying potential pitfalls before they appear. Then, he provides clear documentation, firm deadlines, and real-time communication with all parties involved. Clients appreciate that Bob personally manages every exchange, so nothing gets lost in translation between professionals or buried in bureaucracy.
Proof: As one client shared, “Bob got my CPA, broker, and lender on the same page—and my exchange closed exactly on time.”
The 1031 Exchange Center LLC—where strategy meets teamwork, and complex exchanges become calm, compliant, and coordinated.
