Tag: 1031 exchange software

  • Take Action To Protect Section 1031 Like-kind Exchanges – Tax Reform Update

    Take Action To Protect Section 1031 Like-kind Exchanges – Tax Reform Update

    The White House recently released details of President Joe Biden’s proposed $1.8 trillion American Families Plan. The Plan includes a cap on gains deferred through a 1031 exchange as a way to defray part of the Plan’s overall cost. The proposed limitation to 1031 exchanges would negatively impact American families and businesses.
    This week, House Ways and Means Chairman Richard Neal notified the Committee’s members to be ready for the Committee reconciliation markup September 9-14. The Committee’s mark-up of their portion of the reconciliation bill will include all tax-related items in the legislation -this may include the proposed cap on Section 1031.
    By clicking ‘take action today’ below you can quickly and easily send a letter to your representatives to let them know they should preserve Section 1031 rules and regulations in their current state.

  • Take Action To Protect Section 1031 Like-kind Exchanges – Tax Reform Update

    Take Action To Protect Section 1031 Like-kind Exchanges – Tax Reform Update

    The White House recently released details of President Joe Biden’s proposed $1.8 trillion American Families Plan. The Plan includes a cap on gains deferred through a 1031 exchange as a way to defray part of the Plan’s overall cost. The proposed limitation to 1031 exchanges would negatively impact American families and businesses.
    This week, House Ways and Means Chairman Richard Neal notified the Committee’s members to be ready for the Committee reconciliation markup September 9-14. The Committee’s mark-up of their portion of the reconciliation bill will include all tax-related items in the legislation -this may include the proposed cap on Section 1031.
    By clicking ‘take action today’ below you can quickly and easily send a letter to your representatives to let them know they should preserve Section 1031 rules and regulations in their current state.

  • Take Action To Protect Section 1031 Like-kind Exchanges – Tax Reform Update

    Take Action To Protect Section 1031 Like-kind Exchanges – Tax Reform Update

    The White House recently released details of President Joe Biden’s proposed $1.8 trillion American Families Plan. The Plan includes a cap on gains deferred through a 1031 exchange as a way to defray part of the Plan’s overall cost. The proposed limitation to 1031 exchanges would negatively impact American families and businesses.
    This week, House Ways and Means Chairman Richard Neal notified the Committee’s members to be ready for the Committee reconciliation markup September 9-14. The Committee’s mark-up of their portion of the reconciliation bill will include all tax-related items in the legislation -this may include the proposed cap on Section 1031.
    By clicking ‘take action today’ below you can quickly and easily send a letter to your representatives to let them know they should preserve Section 1031 rules and regulations in their current state.

  • Accruit Launches SaaS Offering of Exchange Manager Pro℠ Software

    SaaS Offering of Exchange Manager ProSM
    In 2020 and 2021, we have seen an unprecedented surge of interest in, and execution of, 1031 exchanges in all areas of the country.  Qualified Intermediaries (QIs) all over America are challenged to keep up with demand for Exchange Manager ProSM reduces the time to create documents to just a few minutes, reducing the impact of such an interruption to an exchange specialist’s workflow while increasing client satisfaction.
    System Notifications:  Key communications such as deadline reminders, detailed next steps, and distribution of documents are all highly automated and configurable while opting in or opting out clients, advisors, referral sources, and other associated contacts as desired.  Make sure all parties are aware of relevant milestones without having to maintain templates and set reminders.
    Central Repository for all Exchange Documents and Other Data:  Exchange Manager ProSM retains all exchange documents, system notifications, notes, and exchange data in one cloud-based location.  Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.

     

  • Accruit Launches SaaS Offering of Exchange Manager Pro℠ Software

    SaaS Offering of Exchange Manager ProSM
    In 2020 and 2021, we have seen an unprecedented surge of interest in, and execution of, 1031 exchanges in all areas of the country.  Qualified Intermediaries (QIs) all over America are challenged to keep up with demand for Exchange Manager ProSM reduces the time to create documents to just a few minutes, reducing the impact of such an interruption to an exchange specialist’s workflow while increasing client satisfaction.
    System Notifications:  Key communications such as deadline reminders, detailed next steps, and distribution of documents are all highly automated and configurable while opting in or opting out clients, advisors, referral sources, and other associated contacts as desired.  Make sure all parties are aware of relevant milestones without having to maintain templates and set reminders.
    Central Repository for all Exchange Documents and Other Data:  Exchange Manager ProSM retains all exchange documents, system notifications, notes, and exchange data in one cloud-based location.  Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.

     

  • Accruit Launches SaaS Offering of Exchange Manager Pro℠ Software

    SaaS Offering of Exchange Manager ProSM
    In 2020 and 2021, we have seen an unprecedented surge of interest in, and execution of, 1031 exchanges in all areas of the country.  Qualified Intermediaries (QIs) all over America are challenged to keep up with demand for Exchange Manager ProSM reduces the time to create documents to just a few minutes, reducing the impact of such an interruption to an exchange specialist’s workflow while increasing client satisfaction.
    System Notifications:  Key communications such as deadline reminders, detailed next steps, and distribution of documents are all highly automated and configurable while opting in or opting out clients, advisors, referral sources, and other associated contacts as desired.  Make sure all parties are aware of relevant milestones without having to maintain templates and set reminders.
    Central Repository for all Exchange Documents and Other Data:  Exchange Manager ProSM retains all exchange documents, system notifications, notes, and exchange data in one cloud-based location.  Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.

     

  • Leveraging Technology in a 1031 Exchange

    Executing a 1031 exchange properly can range from the simple to the complex depending on a variety of issues such as property type, property use, vesting and so on. To this day, however, the vast majority of Qualified Intermediaries processing 1031 exchange technology, Accruit developed and patented Exchange Manager Pro℠ (EMP) software initially as an internal 1031 exchange processing software to gain efficiencies, create internal controls, increase security and drive the customer experience higher.   

    Efficiencies: It is estimated that Exchange Manager Pro℠ from Accruit can increase the number of exchanges processed per person by 2-3x a paper-based system.
    Internal Controls: Exchange Manager Pro℠ is built on a 1031 Managed Services clients can take advantage of either the 1031 exchange automation or licensing EMP as a 1031 software application depending on their unique needs.
    Software automation clients can take advantage of the increased efficiencies of Exchange Manager Pro℠ coupled with the depth of knowledge of Accruit. For example, a title company may wish to monetize their Accruit’s Managed Services platform contact us at info@accruit.com or (800) 237-1031 today!

     

  • Leveraging Technology in a 1031 Exchange

    Executing a 1031 exchange properly can range from the simple to the complex depending on a variety of issues such as property type, property use, vesting and so on. To this day, however, the vast majority of Qualified Intermediaries processing 1031 exchange technology, Accruit developed and patented Exchange Manager Pro℠ (EMP) software initially as an internal 1031 exchange processing software to gain efficiencies, create internal controls, increase security and drive the customer experience higher.   

    Efficiencies: It is estimated that Exchange Manager Pro℠ from Accruit can increase the number of exchanges processed per person by 2-3x a paper-based system.
    Internal Controls: Exchange Manager Pro℠ is built on a 1031 Managed Services clients can take advantage of either the 1031 exchange automation or licensing EMP as a 1031 software application depending on their unique needs.
    Software automation clients can take advantage of the increased efficiencies of Exchange Manager Pro℠ coupled with the depth of knowledge of Accruit. For example, a title company may wish to monetize their Accruit’s Managed Services platform contact us at info@accruit.com or (800) 237-1031 today!

     

  • Leveraging Technology in a 1031 Exchange

    Executing a 1031 exchange properly can range from the simple to the complex depending on a variety of issues such as property type, property use, vesting and so on. To this day, however, the vast majority of Qualified Intermediaries processing 1031 exchange technology, Accruit developed and patented Exchange Manager Pro℠ (EMP) software initially as an internal 1031 exchange processing software to gain efficiencies, create internal controls, increase security and drive the customer experience higher.   

    Efficiencies: It is estimated that Exchange Manager Pro℠ from Accruit can increase the number of exchanges processed per person by 2-3x a paper-based system.
    Internal Controls: Exchange Manager Pro℠ is built on a 1031 Managed Services clients can take advantage of either the 1031 exchange automation or licensing EMP as a 1031 software application depending on their unique needs.
    Software automation clients can take advantage of the increased efficiencies of Exchange Manager Pro℠ coupled with the depth of knowledge of Accruit. For example, a title company may wish to monetize their Accruit’s Managed Services platform contact us at info@accruit.com or (800) 237-1031 today!