Local Training & Support

CES staff is available to consult with you or your client by phone or in person. Simply call 218-824-8540 and get prompt, expert advice. As President of CES and a licensed CPA in Minnesota, I will work with your client to sort through the complex §1031 exchange rules in a friendly and professional manner. We’ll work with your client to ask the right questions and get the right answers:

• Is a §1031exchange the best fit for this transaction?
• How can I maximize the residential home sale exclusion?
• Should I carry back financing?
• Does my vacation property qualify for §1031 treatment?
• Do I have related party issues to deal with?
• What if I want to buy several replacement properties?
• What is boot and how can I avoid receiving it?  and more…