Leading Qualified Intermediary, Accruit, Grows Their Footprint with New Hires in Montana and Florida

DENVER, CO, May 12, 2022 – Accruit, recently welcomed Jonathan Barge, J.D. to their team of staff attorneys. Jonathan joins Accruit after nearly 20 years in public service in the United States Air Force and as a law enforcement officer for the Bozeman, Montana Police Department. Additionally, Accruit welcomed Brad Dugger, a licensed REALTOR®, with over 10 years’ experience in the Real Estate Industry to the internal sales team, after his most recent role as Lead National Agent Development Trainer at Realogy Title Group.

Jonathan is an active member of the Montana State Bar Association, his legal experience, client-focused practice, and background in public service makes him a valuable addition to the Accruit team of staff attorneys. “What an opportunity,” said Barge. “This position allows me to work side-by-side Accruit’s renowned subject matter expert and Managing Director, Max Hansen. I’m already seeing tangible results in applying this in-house training to advise Accruit clientele and their fiduciaries on both complex and straightforward exchange transactions. I’m very excited to develop in this new role and grow Accruit’s presence in the Northwest Rocky Mountain region.”

Brad has an extensive background throughout the Real Estate Industry. From being a licensed REALTOR® to developing and instructing industry leading Continued Education (CE) courses to thousands of agents nationwide, including topics such as 1031 exchanges. Brad’s vast knowledge will be a great addition to business development at Accruit. “I cannot wait to hit the ground running. I look forward to utilizing the relationships I have within the real estate industry both in Florida and the greater United States to help investors defer capital gains and other taxes on their investment properties,” stated Brad.

“We couldn’t be more excited to grow our footprint in Montana, and the Rocky Mountain Region as a whole, as well as within Florida and other Southern states with the addition of both Jonathan and Brad,” stated Steve Holtkamp, Executive Vice President of Accruit.

About Accruit

Accruit is a leading independent, national 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 over 20 years in the 1031 exchange industry, providing 1031 exchange service across all 50 states and specializing in all types of exchanges from forward, reverse, built-to-suit/improvement to non-safe harbor exchanges. Through its’ patented, 1031 exchange workflow technology, Exchange Manager Pro^SM, Accruit is proud to offer clients best in class customer service