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Accruit Launches Private Client Group

Accruit introduces Private Client Group; the first of its kind, boutique 1031 exchange Qualified Intermediary offering.
Accruit Launches Private Client Group

Accruit, a leading national 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 , is proud to announce the launch of Private Client Group, a boutique 1031 exchange offering within Accruit. Private Client Group is composed of experts in the field focused on providing tailored 1031 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 solutions that align with the client's goals and objectives.

Private Client Group focuses on providing high-touch service and strategic planning to clients and their advisory teams. By providing comprehensive analysis and proactive solutions to complex issues, the group fills a void within the 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 industry. As such, Private Client Group delivers unrivaled service for high-net worth individuals, family offices, specialized law practices, wealth managers, and institutional investors. With highly knowledgeable attorneys engaged in each transaction, the group delivers tailored solutions that meet the unique needs and goals of each client.

"We are thrilled to introduce the Private Client Group to our clients," said Steve Holtkamp, Senior Managing Director, and Chief Revenue Officer at Accruit. "Our goal is to offer a more proactive and personalized approach to 1031 exchange tax deferrals, ensuring that our clients receive the highest level of service and expertise."

According to Accruit Senior Director Jonathan Barge, "the Private Client Group was developed in response to the demand from high-net-worth clients for a 1031 service that wasn't 'off the shelf.' Trust and strong relationships are cornerstones for the group's delivery of expert solutions, ethical practices, and utmost discretion required by these clients."

The launch of the Private Client Group is part of Accruit's ongoing commitment to revolutionizing the 1031 exchange industry by providing innovative solutions to its clients.