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Thank you for giving me the opportunity to reflect on the service your company has provided me and my staff over the years.
As we all know, our tax code today is huge and there is just no way any one accountant can be totally knowledgeable in every aspect of it. Most accountants are aware of the basic rules related to the Like-Kind provisions. However, taxpayer's situations often just don't completely fit within the examples provided and this is where Xchange Solutions has earned our trust.
My staff has benefited greatly having comfortable access to quickly and candidly discuss and brainstorm specific situations in order to develop an exchange scenario that best suits our client. The knowledge you have developed through completing so many exchanges each year has been so valuable. Each of us in the firm may only look at a couple of exchange situations ourselves a year. I am just recalling the multi-asset exchange we did with Xchange Solutions for a dental practice and the amount of time we saved by contacting you early on.
We also wish to thank you again for coming to our office awhile back and doing such a good overview and update that provided us with 2 hours of CPE credits. You truly are a tremendous source of good practical knowledge on this unique aspect of our tax code.
E. Clark, CPA
Every situation is unique. Contact us today or ask our expert on-line to discover out how much you more could invest if you defer your capital gains taxes now.