Nov 29, 2019
Real Estate Investor
As a first time 1031 user I was apprehensive and concerned about meeting the requirements of the IRS and the safety of my funds. I was also selling and buying real estate in more than one State. Patricia and her staff handled the transaction smoothly, professionally and were very responsive to all my numerous queries. They coordinated with the settlement agent and the lender quickly and efficiently. The transaction closed and funds were transferred and all the requirements of the 1031 transaction were satisfactorily completed. I would recommend Patricia and her staff, especially Wendy Bloom, to any first time user or anyone needing a professional Intermediary.