Disclosures

About Exchange Planning Corporation

Exchange Planning Corporation (EPC) specializes in post-closing documentation and analysis for 1031 exchanges. We help real estate investors ensure their exchanges are properly documented for tax reporting purposes.

Services Disclosure

EPC provides documentation, analysis, and educational services related to 1031 exchanges. Our services include:

• Exchange documentation preparation and review
• Basis calculations and tracking
• Cost segregation analysis
• Tax return review for 1031 exchange reporting
• Educational resources and consultations

Important Limitations

Not a Qualified Intermediary

EPC is not a Qualified Intermediary (QI). We do not hold exchange funds or facilitate the exchange transaction itself. Our services begin after your exchange closes and focus on ensuring proper documentation and tax reporting.

Professional Services

EPC provides tax advice and analysis related to 1031 exchanges. While we offer specialized expertise in exchange documentation and tax optimization, we recommend coordinating with your existing CPA or tax attorney to ensure all aspects of your tax situation are addressed.

No Guarantee of Results

While we strive to help clients maximize their tax benefits through proper documentation, we cannot guarantee specific tax outcomes. Tax laws are complex and subject to change, and individual results depend on many factors unique to each situation.

Audit Assurance Program

For clients who engage EPC for comprehensive exchange documentation services, we provide audit representation support at no additional cost if the IRS audits the exchange we documented. This program is subject to specific terms and conditions provided in your service agreement.

Fee Disclosure

Our fees are based on the complexity of your exchange and the services required. We provide fee quotes before beginning work, and there are no hidden charges. Contact us for a personalized quote based on your specific situation.

Referral Relationships

EPC maintains professional relationships with Qualified Intermediaries, financial advisors, CPAs, and other professionals who may refer clients to us. We may also refer clients to other professionals when appropriate. Any referral fees or compensation arrangements comply with applicable regulations and do not affect the services or advice you receive.

Data and Privacy

We take the security of your financial and personal information seriously. Please review our Privacy Policy for details on how we collect, use, and protect your information.

Contact for Questions

If you have questions about these disclosures or our services, please get in touch or call us at (424) 277-6011.