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Worksheets

We provide worksheets that indicate the data needed to prepare a detailed description of the reverse exchange that we propose to conduct on behalf of a Client. The written process description (we call it a “pro forma”) includes a summary of the theory of the process, a detailed summary of the relevant data, a detailed description of the roles, responsibilities, timing, documentation and deadlines the make up the process and a fixed-price quote for the fees.

Once you select the worksheet that applies to your situation, you can either download a fillable-PDF version, which can be completed at your convenience and emailed or faxed back to us, or you can complete and send an online version with no further delay. Once we have received the worksheet, we typically provide the written pro forma within 24 hours. If, for some strange reason, we think it will take longer, we’ll let you know when to expect our response. The worksheets are:

Real Estate - Deferred

This worksheet applies to real estate with or without improvements to the New Property

Real Estate - Reverse

This worksheet applies to reverse exchanges with or without improvements to the New Property

Leasehold Improvement

This worksheet applies to a reverse where the New Property will be improvements made to real property owned by an Affiliate of the exchangor

Oil & Gas

This worksheet applies to oil and gas leasehold interests with or without improvements to the New Property

Aviation

This worksheet applies to aircraft or aircraft engines with or without improvements to the new aircraft

Personal Property

This worksheet applies to personal property including assets which may involved in a Rev. Proc. 2003-39 program exchange

Works of Fine Art

This worksheet applies to art and collectables, assets which are not depreciable, often purchased through a gallery or auctioneer and often subject to local sales and use tax

Collectables

45-Day Identification (Deferred)

45-Day Identification (Reverse)