Privacy Policy

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Section 1031
IRS Regulations
Rev Proc 2000-37
Who We Are
1031 FAQs

Our privacy policy is as follows:


We receive personal information and financial information in the course of providing qualified intermediary services.

We receive information from the following sources:

Information we receive from customers, such as your name, address, telephone number, or Social Security number;

Information about customer's transactions with us, our affiliates, or others. We receive this information from lenders, real estate brokers, attorneys, or others; and

Information from public records.

All information that we receive from customers is held in strict confidence, and is not released to persons or entities outside of our firm except as provided in the agreements into which we enter which our customers have read and approved, or as otherwise agreed by customers, or as required by applicable law.

Please also note that we maintain customer's personal information, along with other information which we obtain, in our files and computers. We maintain physical, electronic and procedural safeguards that comply with the professional standards for such records.



                              Persons interested in like-kind exchanges should always seek tax advice.

The information contained in these web pages is not intended to be, and should not be considered or relied upon as, legal,  tax or accounting advice. These web pages are only intended to be a general treatment of the subject matter and the reader agrees, by accessing these pages, that neither Florida Exchange nor any other person or entity shall have any liability arising from the information presented.  Each reader who does not agree with the foregoing release of liability is directed to exit these web pages immediately.

The general information provided in these web pages is subject to exceptions, additions, interpretation, and changes to the statutes, regulations and case law, by Congress, the courts, and the Internal Revenue Service. The general information provided in these web pages is also subject to facts that are specific to each reader and which are therefore clearly outside the scope of these pages.



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