David Smith CPA & Callie Coyne CPA

A key element of any solid business plan is the protection of assets. Minimizing your tax liabilities in addition to other operating expenses is equally as important as maximizing your revenues. Prudent businesses protect their hard-earned assets by engaging the services of a professional Qualified Intermediary to facilitate the use of a tax deferred exchange to defer the taxes on the replacement of their business assets. Fortunately, you have a dedicated professional to maximize the success of your exchange, CS Real Estate Exchange. 

CS Real Estate Exchange has provided its clients with superior Qualified Intermediary services for over ten years. Each year CS Real Estate Exchange assists thousands of clients and their tax advisors by providing proven exchange solutions that best achieve the client’s goals of enhancing their business portfolios and preserving equity.  CS Real Estate Exchange specializes in every type of exchange transaction and provides Qualified Intermediary services through its broad nationwide network of regional offices and its highly specialized exchange divisions, including the National Reverse and Improvement Exchange Division and the Multiple Asset Exchange Division. Our clients have direct access to a full-time staff of exchange professionals. Our staff understands the specific issues and elements of each type of exchange and is prepared to assist you and your tax advisors in implementing the most appropriate exchange structure for your transaction..

The sale and exchange of your business assets may generate a significant amount of funds that need to be held and controlled by your Qualified Intermediary, which highlights the critical issues of expertise, security and financial stability. While there are many Qualified Intermediaries in the industry, there are none that can match CS Real Estate Exchange financial strength and uncompromising commitment to security, expertise and service.