Bozeman Montana 1031 Exchange Qualified Intermediary Exchange Advice

A 1031 exchange is a section of the IRS code that allows you to defer all taxes due on the sale of investment property.

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1031 Exchange Qualified Intermediary

We know the 1031 exchange rules and the Sections of the Internal Revenue Code that relate to exchanges. We will advise you on the aspects of your exchange that qualify for tax deferral and make you aware of any potential issues.

Qualified Escrow Provider

Money from exchanges must be held in a qualified escrow account until an exchangor has identified and purchased their replacement property. You are not allowed to constructively receive exchange proceeds until the exchange is complete. We provide qualified escrow.

Advanced Tax Deferral Strategies

We can show large landowners and their tax advisers tools, like bifurcation, that can save significant taxes on a 1031 exchange in Bozeman. We will help educate your tax adviser and help them with clarification on exchange rules. We offer services for 1031 exchange in Big Sky.


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Bozeman Montana 1031 Exchange

1087 Stoneridge Suite 2-A, Bozeman, MT 59718, US

(406) 425-2742


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed