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CPA and Attorney Collaboration
Synchronized updates and documentation sharing with tax and legal advisors throughout the exchange.
CPA and attorney collaboration provides synchronized updates and documentation sharing with tax and legal advisors throughout the exchange for Orange County investors. This service coordinates communication between investors, CPAs, attorneys, and exchange coordinators ensuring all advisors are informed and aligned. We share documentation, timeline updates, and exchange details with CPAs and attorneys supporting their advisory roles. Orange County investors benefit from collaborative coordination ensuring tax and legal advisors can provide informed guidance throughout exchange transactions.
What is included
- Synchronized updates and documentation sharing with CPAs
- Synchronized updates and documentation sharing with attorneys
- Tax planning coordination and boot calculation support
- Form 8824 preparation coordination
- Legal structure and contract review coordination
- Compliance matter coordination
- Timeline and milestone update sharing
- Multi-party communication coordination
Common situations
- Orange County investor with CPA and attorney advisors needing coordination
- Complex exchange requiring synchronized advisor collaboration
- Investor preferring comprehensive advisor coordination throughout exchange
Frequently asked questions
Why is CPA and attorney collaboration important in Orange County, CA exchanges?
CPA and attorney collaboration ensures tax and legal advisors receive timely information supporting informed guidance. Orange County investors benefit from synchronized advisor coordination throughout exchange transactions.
What information is shared with CPAs and attorneys?
We share exchange documentation, timeline updates, property details, and transaction progress. Orange County investors benefit from comprehensive information sharing supporting advisor guidance.
How do you coordinate with CPAs?
We coordinate with CPAs on tax planning, boot calculations, Form 8824 preparation, and exchange structure. Orange County investors receive synchronized CPA coordination ensuring tax compliance.
How do you coordinate with attorneys?
We coordinate with attorneys on legal structure, contract review, and compliance matters. Orange County investors receive synchronized attorney coordination ensuring legal compliance.
What documentation is shared?
We share exchange agreements, identification documentation, closing statements, and timeline updates. Orange County investors benefit from comprehensive documentation sharing supporting advisor review.
How do you ensure advisor alignment?
We coordinate communication ensuring CPAs, attorneys, and exchange coordinators are aligned on exchange structure and timeline. Orange County investors benefit from synchronized advisor coordination.
Example of the type of engagement we can handle
Example capability
Service type:
CPA and Attorney Collaboration
Location:
Orange County, CA
Scope:
Coordinate CPA and attorney collaboration for $5.5 million exchange
Client situation:
Investor with CPA and attorney advisors needing synchronized coordination throughout exchange
Our approach:
Established communication channels, shared exchange documentation, coordinated tax planning, facilitated contract review, provided timeline updates, ensured advisor alignment
Expected outcome:
CPAs and attorneys fully informed and aligned, exchange structure approved, comprehensive advisor coordination maintained
Contact us to discuss your situation in Orange County, CA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.
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Identification rules
Three Property Rule
Identify up to three candidate properties anywhere in the United States, regardless of value, within 45 days.
Two Hundred Percent Rule
Name more than three properties as long as the combined value stays within 200 percent of the relinquished sale price.
Ninety Five Percent Rule
If you exceed those limits, acquire at least 95 percent of the total value identified to keep the exchange compliant.
Identification letter helper
Identification Letter 11/16/2025 Qualified Intermediary, Please accept this written identification for my pending Section 1031 exchange in Newport Beach, CA. Replacement properties: 1) ____________________ 2) ____________________ 3) ____________________ I confirm these properties meet the like-kind and value requirements as of today. Signature ____________________
Timeline tracker
Day 0
Close relinquished property in Newport Beach, CA.
Day 15
Secure intermediary receipts and wire instructions.
Day 30
Begin physical and financial due diligence on preferred assets.
Day 45
Submit identification letter with up to three properties.
Day 90
Lock financing, finalize PSA adjustments, order closing docs.
Day 180
Complete closing with escrow and intermediary coordination.
1031 Exchange Orange County
Kick off CPA and Attorney Collaboration today.
Share your timeline and we will deliver compliant identification support within one business day.