Defer Capital Gains Taxes with a 1031 Exchange
1031 Federal Exchange is a full-service qualified intermediary and law firm. We protect your real estate equity, ensure IRS compliance, and guide you through every step of the exchange process.
Why 1031 Federal Exchange
The Only QI That Also Provides Legal Advice
Most qualified intermediaries are simply escrow companies. At 1031 Federal Exchange, our team is led by Steve R. Wolterman — a licensed attorney and Certified Exchange Specialist (CES®). This means we don't just hold your funds; we provide the legal guidance most QIs cannot offer.
We serve real estate investors, CPAs, attorneys, and agents across all 50 states. Whether you're deferring $50,000 or $50 million in capital gains, our process is the same: thorough, compliant, and client-focused.
Steve R. Wolterman, Esq.
Attorney · Certified Exchange Specialist (CES®)
Watch & Learn
Understand Your 1031 Exchange Options
What Is a 1031 Exchange? A Complete Overview
Steve Wolterman walks through the fundamentals of a 1031 exchange — who qualifies, what properties are eligible, and how to defer 100% of your capital gains taxes.
The 45-Day & 180-Day Rules Explained
A detailed breakdown of the IRS identification and closing deadlines, common mistakes investors make, and how our team ensures you never miss a critical date.
Our Services
Full-Service 1031 Exchange Solutions
Forward Exchange
The most common 1031 exchange. Sell your property first, then identify and acquire your replacement property within the IRS-mandated timelines.
Learn MoreReverse Exchange
Acquire your replacement property before selling your relinquished property. Ideal when you find the right deal before your current property is sold.
Learn MoreImprovement Exchange
Use your exchange proceeds to fund improvements on the replacement property, allowing you to build equity while deferring taxes.
Learn MoreSimultaneous Exchange
Close on both the relinquished and replacement properties on the same day. We coordinate all parties to ensure seamless execution.
Learn MoreCommercial Properties
Office buildings, retail centers, industrial warehouses, and multi-family complexes all qualify. We handle complex commercial transactions nationwide.
Learn MoreResidential & Vacation Properties
Investment single-family homes, duplexes, vacation rentals, and more. We guide you through qualifying your property and executing the exchange.
Learn MoreLegal Protection
As a licensed law firm, we provide attorney-client privilege and legal advice — not just escrow services.
Deadline Management
We track every 45-day and 180-day deadline so you never miss a critical IRS compliance date.
CES® Certified
Steve Wolterman holds the Certified Exchange Specialist designation — the highest credential in the industry.
Nationwide Reach
We facilitate exchanges across all 50 states, including multi-state and cross-border transactions.
The Cost of Not Exchanging
See How Much You Could Save
Standard Taxable Sale
1031 Forward Exchange
Recommended+$77,000 more working for you
Common Questions
1031 Exchange FAQ
Get answers to the most common questions about 1031 exchanges, timelines, qualifying properties, and more.
View All FAQsWho can use a 1031 Exchange?
Any investor holding real property for investment or business use can qualify. From individual landlords to large institutional investors, 10–20% of all commercial real estate transactions involve a 1031 exchange.
What are the key deadlines?
You have 45 days from closing to identify replacement properties, and 180 days total to close on your replacement. These deadlines run concurrently and are strictly enforced by the IRS.
Why do I need a Qualified Intermediary?
The IRS requires that a neutral third party hold your exchange proceeds. If you receive the funds directly, even for one day, the exchange is disqualified. As a QI and law firm, we provide both legal protection and compliance.
Start Your Free Consultation
No Obligation · Nationwide Service
866-455-7268434 W Loveland Ave. Loveland, OH 45140
Serving clients nationwide