Add Experienced Transaction Support to Time-Sensitive Tax Planning
Exeter helps CPAs translate tax strategy into an administratively sound 1031 exchange or self-directed retirement account process, with responsive coordination and careful attention to transaction requirements.
Your Clients Expect You to See the Bigger Picture
CPAs often identify the tax planning opportunity, but the strategy still requires a qualified intermediary, custody provider, or other administrator to execute the transaction. Exeter helps bridge that gap while preserving the CPA's advisory role.
Preserve More Planning Options
The timing of a referral can determine whether an exchange remains possible. Involving Exeter before closing gives the client and CPA time to review structure and requirements.
Separate Advice From Administration
You provide tax analysis. Exeter administers the exchange or custody account, prepares transaction documents, and coordinates operational details.
Reduce Last-Minute Friction
Clear communication among the CPA, client, closing agent, attorney, realtor, and qualified intermediary helps prevent avoidable confusion during compressed timelines.
Specialized Support Without Disrupting Your Role
Exeter coordinates with the client's existing professional team and provides the transaction-specific knowledge, administration, and custody support needed to move forward.
Exchange Administration
Exeter establishes and administers forward, reverse, and improvement exchanges in coordination with the client's tax and legal advisors.
Transaction Timeline Support
Exeter helps clients understand identification and completion deadlines and provides process guidance throughout the exchange.
Qualified Trust Account Structure
Client exchange proceeds can be held in separate, segregated, restricted, dual-signature qualified trust accounts through Exeter Trust Company.
Retirement Account Custody
Exeter Trust Company provides self-directed IRA, Individual 401(k), custody, and related administrative services for eligible alternative assets.
Common Client Situations
An early conversation often gives the client more time to evaluate options and avoid preventable complications.
Client Situation 1
A client reports a pending sale of appreciated investment property.
Client Situation 2
A return-planning discussion reveals that the property already closed.
Client Situation 3
A client needs a reverse or improvement exchange because of transaction sequencing.
Client Situation 4
A client wants to use retirement assets for real estate or a private placement.
Why Exeter is a strong professional referral
- Experienced administrators who understand technical exchange issues
- Direct access to knowledgeable decision makers when facts are unusual
- Responsive service during deadline-driven transactions
- Qualified trust accounts through a licensed and regulated trust company
- Clear separation between Exeter's administrative role and the CPA's tax advisory role
Your Referral Should Strengthen Client Confidence in You
Exeter understands that a referral reflects on the professional who made it. The goal is to provide responsive service, clear explanations, and careful execution while keeping the full advisory team informed.
How to Bring Exeter Into a Client Conversation
Evaluate the Tax Objective
The CPA determines the client's tax position, planning goals, and whether an exchange or retirement strategy may be appropriate.
Contact Exeter Before Closing
Exeter reviews transaction timing and explains the available administrative structures.
Coordinate Documentation
Exeter works with the client and closing professionals while the CPA remains available for tax determinations.
Complete and Report
Exeter administers the transaction. The CPA handles tax reporting and advises the client on the resulting tax treatment.
Questions From CPAs
Can Exeter provide a tax opinion?
No. Exeter explains exchange and account administration requirements but does not provide tax advice. The client's CPA or tax counsel determines the tax consequences.
How early should a CPA refer a client?
Before the relinquished property closes. Earlier is better when the facts may require a reverse exchange, improvement exchange, entity review, or other advanced planning.
What records will the client receive?
The documents depend on the service and transaction. Exeter provides the agreements, notices, instructions, and transaction records associated with its administrative role.
Can Exeter handle complex exchanges?
Yes. Exeter works with basic and complex transactions, including forward, reverse, and improvement exchange structures.
Exeter does not provide tax, legal, investment, or real estate advice. Clients should consult their own qualified advisors regarding their specific circumstances.
Have a Client Who May Need Exeter?
Bring us into the conversation early. We can help clarify the process, identify the right internal specialist, and coordinate with the client's existing team.
Speak With a Specialist