Free 1031 Exchange Consultation With Steve Wolterman, CES
At 1031 Federal Exchange, we believe you should be able to talk to an actual attorney before you commit to an exchange. That is why we offer free consultations with no obligation and no sales pressure.
What We Cover in Your Free Consultation
During your consultation, Steve Wolterman will:
Review your specific situation. Every exchange is different. We will discuss your property, your timeline, your goals, and any complications that might affect your exchange.
Explain your options. Depending on your situation, you may have options beyond a standard forward exchange, including reverse exchanges, improvement exchanges, or installment sale structures. We will explain what makes sense for your specific circumstances.
Answer your questions. Whether you have basic questions about how 1031 exchanges work or complex questions about entity structuring, related party rules, or boot, Steve will give you straight answers.
Provide a fee estimate. We will give you a clear, upfront estimate of our QI fees so there are no surprises.
What You Should Bring to Your Consultation
To make the most of your consultation, it helps to have:
- The approximate sale price of your relinquished property
- Your approximate cost basis and any depreciation taken
- The type of property you are selling and any you are considering purchasing
- Your anticipated closing timeline
- Any specific concerns or complications you are aware of
Why Choose 1031 Federal Exchange?
Attorney-led. Steve Wolterman is a licensed attorney, not just a financial professional. This means your exchange documents are drafted with legal precision and your transaction is reviewed for compliance at every step.
Certified Exchange Specialist. The CES designation is the highest professional credential in the 1031 exchange industry, awarded by the Federation of Exchange Accommodators (FEA).
Nationwide service. We handle exchanges in all 50 states for all property types.
Personalized attention. You get a dedicated specialist on your file, not a call center or an account manager.
Schedule Your Free Consultation
Call us at 866-455-7281 or fill out our contact form. We typically respond within one business day.
There is no obligation and no cost. We want you to feel confident in your exchange before you commit.
Author
Steve Wolterman, Esq., CES
Attorney and Certified Exchange Specialist with over 20 years of experience guiding real estate investors through 1031 exchanges nationwide. Member of the Federation of Exchange Accommodators (FEA).