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Making Tax-Defferred Exchanges

The sale of investment real estate can create a large tax liability. A properly structured tax deferred exchange under Internal Revenue Code 1031, however, allows businesses and individuals to defer the recognition of the capital gains or other taxes associated with the sale of most investment assets, as long as the new assets are purchased to replace the existing assets.


I am a 1031 Tax-Deferred Exchange Specialist who has helped many clients increase their wealth through wise counsel and the optimum exchange of properties at expedient times. My length of experience in the real estate market and my unique understanding of how to prosper through it have allowed me to structure advantageous ways for my clients to build wealth. I watch trends in the marketplace and advise my clients on ways to preserve equity, increase cash flow, and consolidate or dersify real estate investment properties.


An established relationship with Investment Property Exchange Services, Inc. (IPX 1031), a nationwide Qualfied Intermediary, completes the package. You will be assured of immediate and expert advice on all aspects of and complications associated with the 1031 Exchange program. My clients have peace of mind knowing that their transactions are being given every consideration, time and attention, honest evaluation, sincere advice, and expert handling.


Free Home Buyer Kit

"The Pathway to Your New Home - A Road Map of the Home Buying Process" includes a home shopping checklist along with information on pre-approval, low-down payment options, closing costs, and more.

 









Roberta Williams-Lock

Principal Broker
PO Box 80883
Portland OR, 97280

 

 

503-709-4321