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We have provided some helpful articles below.

Articles by Diane Schaefer:


A Day In The Life Of CES
ARE YOU TAKING BACK A MORTGAGE AT THE SALE OF YOUR RELINQUISHED PROPERTY?
Early in the structuring of an IRC 1031 Exchange, the taxpayer and Qualified Intermediary need to discuss whether or not the Exchangor is taking back a mortgage. Your Qualified Intermediary should offer...

By: Diane Schaefer, CESTM/ President - Exchange Solutions, Inc. Full Title: AT WHAT TIME IS IT APPROPRIATE FOR A QUALIFIED INTERMEDIARY TO FINANCE A TAXPAYER’S COSTS ON REPLACEMENT PROPERTY? Frequently...
Certification for Qualified Intermediaries: 1031 Accommodators Hitting the Books
What will it take to be a Qualified Intermediary in 2003 and beyond? The answer is certification. All reputable Qualified Intermediaries will be opening their books and preparing for this year’s new certification...
CES Press Release
Exchange Solutions, Inc. 106 Woodcleft Avenue, 1st Floor Freeport, NY 11520 Telephone: 516-771-2400 Facsimile: 516-771-2500 Diane Schaefer / President Melissa Beck-Gore / VP/ Coordinator DianeS@exchange-solutions.com...
Do you really know the specialist?
October 27, 2009

By: Diane Schaefer,CES™/ President - Exchange Solutions, Inc. Frequently the taxpayer will want the Qualified Intermediary to make an earnest money or contract deposit on the Replacement Property with...
Here are some guidelines to make the process easier
July 28, 2009
Improvements Made with Exchange Funds in a Deferred Exchange
Improvements Made with Exchange Funds in a Deferred Exchange By: Diane Schaefer, President of Exchange Solutions, Inc. (NYRE Journal 7/15/03) From time to time, after the first leg of a 1031 tax deferred...
IS YOUR INTERMEDIARY QUALIFIED TO BE AN EXCHANGE ACCOMODATOR?
By: Diane Schaefer, CES™ and President of Exchange Solutions, Inc. The qualified intermediary is an essential part of a tax-deferred exchange. The agency relationship, constructive and actual receipt...
Is Your Q.I. Compromising Your Exchange?
By: Diane Schaefer, CES™ and President of Exchange Solutions, Inc. This article is intended for all taxpayers, attorneys and certified public accounts that recommend and use qualified intermediaries for...
MYTHS ABOUT IRC 1031 EXCHANGES
New York Real Estate Journal – New York City June 17-29, 2003 The truths behind re-occuring myths about IRC 1031 Exchanges By: Diane Schaefer, President – Exchange Solutions, Inc. While tax deferred exchanges...
Quick Guide to 1031 Exchange Documentation
By: Diane Schaefer, CES™ /President of Exchange Solutions, Inc. The rationale of an exchange is the transfer of property for property with one common party, whether it is investment or business use real...
REVERSE EXCHANGE BASICS AND THE KEY TO A SUCCESSFUL TRANSACTION
Reverse exchanges are becoming more prevalent in today’s market. Taxpayers are securing their Replacement Property prior to selling their Relinquished Property. Therefore I felt the necessity to revisit...
SAVVY CONSUMER; ARE YOU CHOOSING A 1031 ACCOMMODATOR BEST SUITED FOR YOU?
SAVVY CONSUMER; ARE YOU CHOOSING A 1031 ACCOMMODATOR BEST SUITED FOR YOU? By: Diane Schaefer, President/CES – Exchange Solutions, Inc. In today’s market customers are becoming savvier with IRC 1031 rules...
The Three Basic Rules You Need To Know When Designating A 1031 Property
Identifying replacement property under IRC Section 1031 is a precise exercise. When designating property, taxpayers need to be educated as to how to identify property in order to make for a seamless process....
THINK TWO STEPS AHEAD BEFORE EXCHANGING YOUR VACATION HOME
By: Diane Schaefer, CES™, and President of Exchange Solutions, Inc. The hot topic in the 1031 world is the new safe harbor issued March 10, 2008 for second homes and vacation homes. Revenue Procedure...
What is a tax-deferred exchange and how does it benefit the taxpayer?
March 9, 2010
What is a tax-deferred exchange and how does it benefit the taxpayer?
The purpose of an exchange is to defer the payment of taxes on some or all of the capital gain in a property being sold. Anyone who is thinking about selling a business use, rental or investment property,...
What you need to know when entering a 1031 exch
June 8, 2010
Women in Real Estate - Melissa Beck Gore
NEW YORK REAL ESTATE JOURNAL NOVEMBER 18-29, 2003 – WOMEN IN REAL ESTATE – Melissa Beck-Gore of Exchange Solutions: Honesty, caring and courtesy give us an edge. In 1995 I started working for a major underwriter...
Young professionals: How can we stay on LI?
September 16, 2010 by JAMES BERNSTEIN
At Kodiak's Restaurant & Bar in Farmingdale one night earlier this week, about 50 people in their 20s, 30s and 40s sat chatting and dining, in what could have been an any-night-on-Long-Island...
LI's Young Adults in a "Fireside Chat" with County Executives
A First for Long Island
  A First for Long Island: LI's Young Adults in a "Fireside Chat" with County Executives Steve Levy & Edward Mangano at ALI's 20th Annual County Executive Update  ...

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