Saved Clients Thousands of Tax Dollars with Their Unique Ability to Create Solutions for Uncommon Situations and Structure Improvement & Reverse Exchanges

Dear Ron and Kevin:

Than you both one again for the successful exchange that we just completed. We have worked together through several of these transactions over the years, and I am extremely pleased to work with you for the benefit of our mutual clients. Your unique service has rerouted literally thousands of tax dollars away fro the IRS and into our clients bank accounts. This allows our clients to continue to enjoy the benefit of owning investment property by reinvesting ALL of the proceeds.

You do have a unique service. Many professionals have an ability to identify a transaction as a deferred exchange AFTER the event has occurred. You have the unique ability to create solutions for uncommon situations such as improvement and reverse exchange BEFORE they occur. The opportunity for deferral of tax is in the planning ,not after the sale. Planning the transaction is the main reason I enjoy working with you.

Deferred exchanges are complex. You have the ability to separate and explain the components of the transaction so that people clearly understand the principals and procedures of the exchange.

Once again, congratulations on a job well done.

With much appreciation,

David Marion, CPA
Seattle, Washington

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