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Client Testimonials
Trusted by Investors Nationwide
"Steve made the entire 1031 exchange process seamless. We sold our rental property and reinvested into a commercial building without paying a dime in capital gains taxes. His legal expertise gave us confidence throughout the entire transaction."
Michael T.
Cincinnati, OH
"I had a very tight timeline — we were already under contract when I called. Steve's team moved quickly, coordinated with our title company, and we made the 45-day deadline with time to spare. Highly recommend."
Sandra K.
Dallas, TX
"We've done three exchanges with 1031 Federal Exchange over the past eight years. Every time, Steve is thorough, responsive, and proactive. He catches issues before they become problems. We wouldn't use anyone else."
Robert & Lisa M.
Phoenix, AZ
"As a CPA, I refer all of my real estate investor clients to Steve. His combination of legal expertise and exchange knowledge is unmatched. He's the only QI I trust with my clients' transactions."
James P.
Nashville, TN
"I was nervous about my first exchange — it was a reverse exchange, which I'd heard was complicated. Steve explained every step clearly and handled all the paperwork. The whole process was much smoother than I expected."
Patricia W.
Chicago, IL
"Steve saved us over $120,000 in capital gains taxes on the sale of our apartment complex. His advice on the identification strategy was invaluable. Worth every penny and then some."
David H.
Atlanta, GA
Real Results
Case Studies: Exchanges We Have Completed
Every exchange is different. These real case studies show how investors across the country have used 1031 exchanges to defer taxes, upgrade properties, and grow their portfolios.
From 10 Rentals to a 28-Unit Apartment: $912K Deferred
How one investor consolidated a scattered rental portfolio into a single 28-unit apartment complex and deferred $912,000 in capital gains taxes.
Avoid $30,000 in Taxes: Real Case Study
A straightforward forward exchange that saved an investor $30,000 in capital gains taxes -- and how the structure was set up to maximize the deferral.
First 1031 Exchange: Single Family to Duplex
A first-time exchanger walks through how they upgraded from a single-family rental to a duplex and deferred all capital gains taxes.
First Deal: Single Family to 4-Unit Property
How a new investor used their first 1031 exchange to trade up from a single-family home to a 4-unit income property without paying capital gains tax.
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513-586-6879434 W Loveland Ave. Loveland, OH 45140
Serving clients nationwide