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3 Easy Steps

Follow these 3 easy steps to complete your exchange and defer capital gains tax.

Step 1

Rely on Exchange Services, LLC to provide the needed documentation to convert your sale into an exchange.

At closing, all proceeds are placed in a Zions Bank® Qualified Trust Account.

Step 2

Identify your replacement property within 45 days of the sale of your relinquished property.

Step 3

Acquire your replacement property within 180 days of the sale of your relinquished property or the due date of your tax return—including extensions—for the year of the sale.

Don't Go It Alone

Exchange Services LLC can expertise and support you need to make a successful 1031 exchanges.  

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Amegy Bank, California Bank & Trust, The Commerce Bank of Oregon, The Commerce Bank of Washington, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and Zions Bank are divisions of Zions Bancorporation, N.A., member FDIC.

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Important Details

The information contained herein is for informational purposes only and does not constitute tax, legal, or accounting advice. You are advised to seek appropriate professional advice regarding your specific facts and circumstances. All exchange and qualified intermediary services are offered through Exchange Services, LLC, a Utah limited liability company and affiliate of Zions First National Bank, California Bank & Trust, Vectra Bank Colorado, National Bank of Arizona, and Nevada State Bank.