• Safety and Funds Security
• Asset Preservation
• World Class Customer Service
• Wires to Segregated Accounts
• Never a Commingling of Funds
• Proven Legal Documents and Structures
• Full Compliance with IRC Regulations
Petroleum Strategies is your preferred choice for a neutral third party faciliator and strategic partner ("Qualified Intermediary" - as required by the IRC, when participating in a like-kind-exchange transaction). We faciliate every type of exchange with a seemingly limitless scope of capabilities. The types of properties that we faciliate for our clients' exchanges span a broad range, from producing wells to corporate aircraft. Thus, as long as the asset qualifies for 1031 tax treatment, we can set up the exchange documents and facilitate the like-kind-exchange.
Our team works collaboratively with your legal counsel and tax advisors every step of the way. Institutional clients utilize Petroleum Strategies' expertise to maximize thier tax deferral opportunities because we provide paramount expertise and funds security. At Petroleum Strategies, our proven documents, exchange intake data application, segregated wire process, dual signature requirements and ongoing client service support all ensure a safe and sucessful like-kind-exchange transaction.
Perhaps the process and benefits are best explained by someone who best knows the process, our company founder, President of Petroleum Strategies, Dale Brown. 1031 Overview Process
Straight Forward Exchange process overview
Reverse Exchange process overview
Improvement Exchanges process overview
Simultaneous Exchanges process overview
Personal Property Like Kind Exchanges process overview