Your Clients Trust You With Their Wealth. We Help You Protect More of It.
When your clients sell investment property, the exchange is just the beginning. The documentation that follows determines whether they keep their tax savings—or give them back.
The Gap Your Clients Don't Know About
Most financial advisors know 1031 exchanges defer capital gains. But here's what often gets missed:
They facilitate the exchange but don't analyze the tax implications
Most tax professionals see only a few exchanges a year — the nuances are easy to overlook
Misclassified boot, incorrect basis, and missed carryover depreciation are the most common errors
That's where EPC comes in. We bridge the gap between closing and filing—ensuring your clients capture every tax benefit they're entitled to.
How We Help Your Clients
Specialized post-closing analysis that protects their exchange and maximizes tax savings
Exchange Documentation
We review every closing statement line item, calculate boot and basis, and produce reports your client's CPA can file from directly.
Depreciation Strategy
We determine which depreciation approach puts the most money back in your client's pocket — not just this year, but over the life of the investment.
Audit Assurance
If an exchange we've documented is audited, we defend it at no additional cost. Your clients get peace of mind.
Why Advisors Partner With Us
Introduce a service that saves real money. Clients remember who helped them keep more of their wealth.
We handle everything. Just make the introduction—we take it from there and keep you informed.
We coordinate directly with your client's CPA and provide documentation they understand.
Our work is backed by $2,000,000 in professional liability coverage.
When to Think of Us
- Client is selling investment property
- Client just completed a 1031 exchange
- Client owns DST investments
- Client completed an exchange years ago (never too late to review)
- Client's CPA could use specialist support on the exchange
Let's Talk About Working Together
Schedule a quick call to learn how we can help your clients—and strengthen your practice.