Accruit Boasts Third-Generation 1031 Exchange Professional

Jillian Rosansky started at Accruit in June 2023 as a Sales Executive. In less than a year, she was promoted to Senior Account Executive. Jillian engages inbound queries, builds brand awareness through individual and company outreach, and leads many educational presentations, such as Accruit’s monthly webinar, which is coming up on June 18th. Jillian’s expertise and background are impressive, which can be explained by the fact that she is the third generation of Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange professionals in her family. Both Jillian’s father and grandfather have worked in the Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange industry for decades, and she is carrying on the family legacy in her own career.

To garner some insight into Jillian’s path to working in the Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange industry and her family ties, she was interviewed by Accruit to garner more insight into her background, family, and experience working in 1031.  

1031 Exchange Bloodlines 

Jillian’s father and grandfather both worked in the Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange industry.  Her father runs his own Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange company out of California and has been in business for over 25 years. Prior, both her father and grandfather worked together at a different QI for many years. Her grandfather has since retired. Jillian recalls growing up hearing about their work with 1031 exchanges, but at the time didn’t imagine she too would work in the industry. Jillian’s father was kind enough to provide us a quote on his daughter, “I am very proud of Jillian. She is tremendously passionate with everything she does, and I am confident she will be extremely successful. She is wonderful at developing relationships and is a true professional.” 

The Unlikely 1031 Exchange Specialist  

One might assume that Jillian had plans to become a Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange specialist from childhood given her family roots in the industry, on the contrary Jillian didn’t always have intentions to follow in her father’s footsteps. 

Jillian grew up in Orange County, CA and went to the University of Arizona where she graduated with a bachelor’s degree in business marketing. After college, she worked in various sales roles, and she began her career. It was more happen stance than anything that led Jillian to Accruit and into 1031 exchanges.  

After some time as an Account Executive in the HR and Payroll Software sector, Jillian was ready to take the next step in her career. Jillian had a mutual connection with one of Accruit’s banking partners, who connected her with Accruit’s CEO, Brent Abrahm. At the time, Accruit was growing their Business Development team, and looking to hire a Sales Executive. Jillian and Brent connected, they discussed her interest in the real estate industry, her background in sales and business development, as well as her knowledge around 1031 exchanges given her family’s legacy in the space.  With Jillian’s acceptance of the Sales Executive role at Accruit, a third generation 1031 exchange professional was created.  

1031s Run in the Family  

Now that Jillian has joined her father & grandfather in the 1031 exchange industry, she has a new perspective on all those years at the dinner table hearing about tax deferral.  She stated, “It has been such an incredible opportunity working at Accruit and getting to grow the local, Denver market.” 

When asked what her favorite aspects of working in the Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange industry are Jillian stated, “Being able to act as a resource for investors and their representatives to reduce their tax burden and help them meet their estate planning goals. I also really enjoy providing CE education to local real estate professionals and hosting local events for investors.”  

Jillian has enjoyed growing her career and expanding her own footprint in the 1031 exchange industry. Jillian credits her family as big supporters of her success and they have enjoyed watching her follow in the footsteps of her father and grandfather. While she would be an asset to any Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary , including her father, Jillian is committed to continuing to grow her and Accruit’s presence in Colorado.  

Now that Jillian is immersed in the 1031 exchange industry, she has no plans to leave. In the coming years she looks forward to continuing to educate not only Denver, CO, but also greater Rocky Mountain region of real estate professionals and property owners on the benefits of utilizing Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange s.  

Accruit has been honored to be perhaps the first 1031 exchange Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary with a third generation 1031 exchange specialist. As a Senior Account Executive, Jillian Rosansky has made an immense impact on the both the education Accruit provides to colleagues in the real estate industry, as well as being a key factor in driving business and building connections within Accruit’s home market of Denver, CO. We look forward to seeing more of what Jillian will accomplish in her role, and our company will continue to foster this family legacy built on 1031s.  

The material in this blog is presented for informational purposes only. The information presented is not investment, legal, tax or compliance advice. Accruit performs the duties of a Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary , and as such does not offer or sell investments or provide investment, legal, or tax advice.