BUILDING STRONG RELATIONSHIPS AND SERVICE DRIVEN
IPE 1031 places a high value on building strong relationships with its exchangers and their advisors. Built on Midwestern values, IPE 1031 provides exceptional service, professionalism, and fair dealing – all wrapped in a high degree of integrity. At IPE 1031, exchangers can expect responsiveness, transparency, and a commitment to doing what is right in every transaction.
CREATING CUSTOMIZED VALUE WITH SPECIALIZED SOLUTIONS
IPE 1031 assists taxpayers and practitioners with specialized exchange and risk management solutions tailored to their unique needs. From straightforward delayed exchanges to more complex reverse and improvement exchanges, all transactions are accommodated in-house by experienced professionals.
All efforts are vigilantly pledged by IPE 1031 to accomplish complete and total satisfaction, and it is by this standard that we judge our success.
HIGH EXPERTISE WITH CERTIFIED EXCHANGE SPECIALISTS
All exchanges, including delayed, reverse, and improvement exchanges, are accommodated in-house by nine full-service, highly qualified team members.
The IPE 1031 team includes four Certified Exchange Specialists© (CES). The CES designation formally recognizes individuals who have demonstrated their knowledge of IRC Section 1031 rules and regulations through rigorous testing and continuing education.
TRUSTED INDUSTRY LEADER WITH PROVEN TRACK RECORDS
A leading national bank-owned qualified intermediary company, IPE 1031 has successfully accommodated thousands of exchange transactions totaling billions of dollars in value since 2003.
IPE 1031 is an active member in good standing with the Federation of Exchange Accommodators (FEA), the only trade organization and governing body of the qualified intermediary industry. IPE 1031 team members have served as President of the FEA, on its Board of Directors, as Chair of its Ethics Committee, and currently serve on its Government Affairs Committee.
SUPERIOR SECURITY AND INDEPENDENT FINANCIAL OVERSIGHT
Exchange funds are held at Bank Iowa, a highly rated financial institution, in segregated, non-pooled bank accounts. Account statements are sent directly from the bank to exchangers, and custodial trust accounts are available.
IPE 1031 maintains high-limit errors and omissions insurance coverage and fidelity bond protection and is backed by an FDIC-insured community bank. Company financial and exchange account records are audited by an independent outside CPA firm, and exchange activities are examined by the Iowa Division of Banking.