All Corporate & Institutional Content

Five Biggest Mistakes in Choosing Your Qualified Intermediary

David M. Gorenberg, CES® |
Corporate & Institutional
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There are several considerations when choosing a qualified intermediary for your 1031 Like-Kind Exchange.The regulations governing 1031 exchanges clearly articulate who cannot be your qualified intermediary.Knowing what not to do can assist you in finding the right qualified intermediary for your transaction.The role of a qualified intermediary (QI) is integral to a 1031 Like-Kind Exchange to manage the financial, administrative, and sophisticated reporting requirements.

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Strategic Intelligence for Nonprofit Sustainability

Wilmington Trust |
Corporate & Institutional
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We define sustainability as the maintenance over extended periods of a portfolio’s purchasing power, provide an overview of ways nonprofits can meet their fiduciary responsibilities and cover a variety of important issues, including:The toll taken by a “lost decade” of reduced fixed income yields, along with increased equity market volatility both provide reasons to revisit asset allocation and spending policies.Changes to the U.S.

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Advantages of 1031 Like-Kind Exchanges

David M. Gorenberg, CES® |
Corporate & Institutional
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1031 Like-Kind Exchanges offer businesses and investors the opportunity to maximize their return on real estate investments while minimizing their capital gains tax bill.  Allowable under Internal Revenue Code 1031, Like-Kind Exchanges are used to defer the payment of capital gains taxes on the sale of real property.  The basis of the relinquished property is transferred to the replacement property, thereby delaying the payment of the capital gains tax.

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