Summit is one of the first and most experienced intermediary companies in the country, and one of few Qualified Intermediaries owned by CPAs and operated by both CPAs and Attorneys. Our company, started in 1991, has been involved in over 20,000 exchange closing transactions totaling over $1 billion.
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"I have had the pleasure of successfully closing several commercial exchanges using the expertise of Summit 1031 Exchange and their staff. Mark and Brian have been instrumental in assisting me with advice about income taxes and structuring ideas. They have always made themselves available to the local Real Estate Community by giving valuable training sessions. Their staff is knowledgeable and friendly and it is a pleasure doing business with them."
Gary Everett CCIM
Associate Broker
Steve Scott & Co Realtors
Bend, Oregon |
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Based in Bend, Oregon, the state where the famous T.J. Starker vs. I.R.S. case originated, Summit handles exchanges all over the United States from eight office locations located in Oregon, California, Washington, Montana, Nevada, Wyoming, Utah, and Texas. Additionally, our experts have provided consulting services to help establish seven other intermediary businesses across the country. Summit's experts travel throughout the nation to educate professionals in all aspects of the real estate industry about 1031 exchanges, including audiences of Realtors®, CPAs, Lenders, Attorney's, Investors, Financial Advisors and many others.
Summit is an active member of the Federation of Exchange Accommodators (FEA), the only national organization for the exchange industry, formed to promote ethical standards of conduct in the exchange profession as well as innovations in the industry. Summit was one of just ten original FEA members to advocate and qualify for bonding insurance. In addition, Summit was one of the first Qualified Intermediaries in the country to provide errors and omission insurance protection for clients.
Summit's team is one of the strongest in the industry. Our principals and partners offer over 30 years of combined exchange expertise and background experience in Public Accounting, Tax Law, Real Estate, Mortgage Lending, and Title/Escrow. In addition, we require our exchange staff to work toward obtaining their Certified Exchange Specialist® designation. In fact, members of Summit's staff were some of the first FEA members to receive their CES® designations.
Find out why Summit is known for the best qualified intermediary services in the country. Contact Us Today!