Privacy Policy

Last updated: January 2025

Introduction

Exchange Planning Corporation ("EPC," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Information You Provide

We may collect personal information that you voluntarily provide, including:

  • Name and contact information (email, phone number, address)
  • Financial information related to your 1031 exchange transactions
  • Tax-related documents and data you share with us
  • Communications you send to us

Information Collected Automatically

When you visit our website, we may automatically collect:

  • Device and browser information
  • IP address and general location
  • Pages visited and time spent on our site
  • Referring website or source

How We Use Your Information

We use the information we collect to:

  • Provide our 1031 exchange documentation and analysis services
  • Communicate with you about your account and our services
  • Send you relevant updates and educational content (with your consent)
  • Improve our website and services
  • Comply with legal and regulatory requirements

Information Sharing

We do not sell your personal information. We may share your information with:

  • Service providers who assist in our operations (under confidentiality agreements)
  • Professional advisors (accountants, attorneys) when necessary for your services
  • Regulatory authorities when required by law

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.

Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information
  • Opt out of marketing communications

Cookies

Our website uses cookies and similar technologies to enhance your experience. You can control cookie settings through your browser preferences.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page with an updated effective date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please get in touch or call us at (424) 277-6011.