Qualified Intermediary Coordination
Qualified Intermediary coordination service helps Chicago, IL investors introduce experienced Qualified Intermediaries, review exchange agreements, and align wiring instructions for each closing stage. This service provides strategic coordination to ensure proper exchange structure and compliance throughout the transaction process.
Our team works with Chicago, IL investors to identify experienced Qualified Intermediaries, review exchange agreements for compliance, and coordinate wiring instructions for relinquished property sales and replacement property acquisitions. We coordinate with attorneys and closing agents to ensure proper documentation and fund handling throughout the exchange process. The service includes deadline monitoring and stakeholder coordination to maintain compliance with all IRS requirements.
Qualified Intermediary coordination is ideal for Chicago, IL investors who need support identifying Qualified Intermediaries, reviewing exchange agreements, and coordinating fund transfers. We help investors understand Qualified Intermediary requirements, exchange agreement terms, and wiring instruction coordination. Chicago, IL investors benefit from our expertise in Qualified Intermediary coordination and exchange compliance.
What We Include
- •Introduction to experienced Qualified Intermediaries
- •Exchange agreement review and compliance verification
- •Wiring instruction alignment for each closing stage
- •Coordination with attorneys and closing agents
- •Deadline monitoring for forty five day and one hundred eighty day milestones
- •Fund handling coordination and documentation
- •Exchange documentation support
- •Stakeholder coordination and updates
Common Situations
Chicago, IL investor selling property and needs Qualified Intermediary coordination to identify experienced QIs and review exchange agreements
Investor needs wiring instruction alignment for multiple closing stages and requires Qualified Intermediary coordination
Investor with complex exchange structure and needs Qualified Intermediary coordination to ensure proper compliance
Example of the type of engagement we can handle
Service Type
Qualified Intermediary Coordination
Scope
Provide Qualified Intermediary coordination including QI introduction, exchange agreement review, and wiring instruction alignment for Chicago investor exchange
Client Situation
Investor selling Chicago property and needs Qualified Intermediary coordination to identify experienced QI, review exchange agreement, and align wiring instructions for relinquished sale and replacement acquisition
Our Approach
Introduce experienced Qualified Intermediaries, review exchange agreements for compliance, align wiring instructions for each closing stage, coordinate with attorneys and closing agents, monitor deadlines
Expected Outcome
Experienced Qualified Intermediary identified, exchange agreement reviewed and compliant, wiring instructions aligned for all closing stages, proper fund handling coordinated throughout exchange
Educational content only. Not tax, legal, or investment advice.
Related Services
Forward Exchange Planning
Plan and document your forward exchange from relinquished sale through qualified intermediary funding.
Learn moreReverse Exchange Planning
Coordinate parking arrangements, financing, and holding entities when you must acquire before selling.
Learn moreTimeline Management
Maintain daily awareness of the 45 and 180 day milestones with automated reminders and stakeholder updates.
Learn moreFrequently Asked Questions
What does Qualified Intermediary coordination include for Chicago, IL investors?
How does boot affect Chicago, IL investors using Qualified Intermediary coordination?
Can Chicago, IL investors use any Qualified Intermediary?
What happens if Chicago, IL investors choose an inexperienced Qualified Intermediary?
How does Qualified Intermediary coordination help Chicago, IL investors with wiring instructions?
What is the one hundred eighty day deadline for Chicago, IL investors?
Ready to Get Started?
Contact our team to discuss how Qualified Intermediary Coordination can support your 1031 exchange in Chicago, IL. We'll help you navigate the 45-day identification deadline and 180-day closing requirement.