Services Offered for Tax Deferred Exchange

IRS rules qualify this property as a potential IRA or 401k investment.

Tax Deferred Exchange - What is it, and what can it do for me?
We Will:

• Discuss how an exchange is organized
• Cover what benefits an exchange holds for you
• Learn your future needs and goals in terms of income and farm ownership
• Discuss different exchange methods and how they can help fulfill your needs and goals
• Discuss and explain how we can help you locate and acquire property to "trade" for your present farm

Exchange Execution (Contract Preparation)

• We have standard contracts which comply with IRS regulations.
• When a developer makes an offer on your farm, we will be sure it is structured to allow proper execution and flexibility of the exchange.
• We will also spend time with your buyer to be sure they understand your needs.
• These needs will not affect the buyer; they only affect the documents involved.

Finding Property for the Exchange

• We will learn and discuss your landownership desires and goals (e.g. type, location, income, acres)
• We then help you identify potential properties to trade for your present farm.
• Review pros and cons of different properties and provide an in-depth analysis for each

Our 30 experienced area representatives work in their home areas and know of many properties available for purchase, which may or may not be openly offered for sale.

Completing the Exchange
We Will:

• Coordinate closing with all involved parties
• Order and/or prepare necessary documents to comply with IRS guidelines, as well as title insurance, surveys, affidavits, deeds, etc.
• Ensure document recording and registering is accomplished in a proper manner
• Keep you up-to-date at all times concerning closing and exchange process

Management of Your Newly Acquired Farm

• Following the exchange, we can provide farm management services ranging from basic lease negotiation to full management services, which are tailored to fit the needs of each client. We provide complete or partial management services to over 650 farms in 14 states and South America.

If you are interested in learning more about tax deferred exchanges, please contact Halderman Real Estate 800.424.2324.