ES Group is a Qualified Intermediary pursuant to Internal Revenue Code §1031. ES Group corresponds with each client’s attorney and/or tax advisor and forwards legal documentation, as requested, so that the Internal Revenue Code §1031 rules and regulations are thoroughly understood. ES Group prepares the necessary documentation- Exchange Agreements, Assignment Agreements, Notice of Assignments, and oversees each closing to assist in proper §1031 procedures. ES Group provides guidance, information and critical timelines throughout the entire exchange.
Bill is a frequent lecturer and a respected authority on the topic of I.R.C. Section 1031 Tax-Deferred Exchanges. Bill is Managing Member for Exchange Solutions Group LLC (“ES Group”), providing qualified intermediary (“QI”) services throughout Maryland*, the District of Columbia and nationally, ranging from simple, straightforward exchanges to complex reverse, hybrid and build to suit exchanges of real estate, as well as personal property such as airplanes and construction equipment. He has structured hundreds of exchanges ranging from $25,000 to $375,000,000.
Before joining ES Group, Bill was a Vice President and Regional Manager for the tax deferred exchange divisions of two national title insurance companies, LandAmerica and Old Republic Title. Prior to LandAmerica, Bill was in private law practice for 23 years specializing in commercial and residential transactions, and tax deferred exchanges.
Bill received his JD from the University of Baltimore and is a licensed attorney in Maryland, he is a member of the Maryland State Bar Association, American Bar Association, the Greater Capitol Area Association of Realtors (GCAAR), and is a former president of the Catholic Business Network of Montgomery County, MD.
Bill has acted as a QI for major law firms, real estate firms, developers, accountants, financial institutions, and individual taxpayers. To arrange for QI service for your tax-deferred exchange, or to just ask a question regarding tax deferred exchanges in general, please contact Bill directly by email (firstname.lastname@example.org) or phone (703-787-3893 office) or (301-651-3445 cell).
How a properly designed I.R.C. Section 1031 exchange allows an Investor to sell a property and reinvest the proceeds into a new property (ies) while deferring capital gains and depreciation recapture taxes;
How the benefits of a 1031 tax-deferred exchange can help you and/or your client preserve and leverage assets and accumulate wealth; and/or
ES Group provides guidance, information and critical timelines throughout the entire exchange.