Edmund & Wheeler, Inc. is New England’s premier Section 1031 consulting firm. Section 1031 Exchanges have been our only business for over 30 years. During this time we have facilitated thousands of successful Exchanges, saving taxpayers hundreds of millions of dollars in tax liability, and helping them to use the Government’s money to leverage their wealth. In those 30 years, we have had only a single Exchange questioned by the IRS, and during that audit, the Exchange was successful.
We provide consulting and support for professionals and clients before, during and after the Exchange, and have developed formal training classes for real estate professionals, accountants, attorneys, bankers, business brokers and financial planners. Our real estate classes are approved by the states of NH, VT and ME for 3 hours of continuing education.
It is worth mentioning that lately the Qualified Intermediary industry has been hit pretty hard with issues surrounding the proper handling of escrow funds. Edmund & Wheeler has ALWAYS deposited client funds using the client’s taxpayer ID, in segregated, interest bearing accounts at only well capitalized FDIC insured banking institutions.
We have recently developed a program to further protect our clients’ funds called the Exchange Security Program (ESP). In a nutshell, this program gives total control of Exchange funds to the Taxpayer by requiring online authorization of all movement of funds.
We are insured & bonded, and in all the years we have been in practice, have never lost a dime of our client’s hard earned money, or have had any type of claim against our insurance coverage.
Contact Information
Edmund & Wheeler, Inc.
651 Main Street – PO Box 863
Francnoia, NH 03580
603-444-0020 (p)
603-444-6611 (f)
Section 1031 for Investors & Professionals 