About Us

Seasoned professionals. Singular focus. Your 1031 done right.


A Heritage of 1031 Excellence

For more than three decades, the team behind EZ 1031 Exchange has dedicated itself exclusively to Section 1031 like-kind exchanges. Collectively, we have:

Facilitated thousands of forward, reverse, and improvement exchanges across all 50 states.

Helped investors defer billions in capital-gains, depreciation-recapture, and NIIT taxes.

Contributed white papers, comment letters, and Private Letter Ruling requests that have shaped IRS guidance and state-level policy.

Our sole mission is to simplify tax-deferred real-estate investing while protecting every client dollar and deadline.


Who We Are

We are a multidisciplinary team of:

  • Attorneys & CPAs who interpret and stay ahead of complex tax law.

  • Certified Exchange Specialists® with decades of hands-on closing experience.

  • Real-estate and escrow veterans who understand the nuances of title, lending, and settlement across diverse jurisdictions.

  • Risk and compliance officers who enforce best-in-class controls on every exchange fund.


That blend of legal fluency, transactional know-how, and fiduciary discipline lets us guide each client with confidence and clarity.


By championing investor-first standards, culminating in our EZ 1031 Fiduciary Standard, we consistently raise the bar for transparency and client protection.