1031 exchange service providers were selected based upon their functional expertise to offer clients the following services:
- Qualified Escrow Account requires dual signature authorization for disbursements. Client must provide notarized signature;
- 24 x 7 x 365 on line viewing transparency of exchange proceeds;
- proven like-kind exchange (LKE) program developed, implemented and maintained by a nationally respected professional service organization;
- self directed IRA accounts allowing the account holder to purchase and hold in their IRAs, SEPs, SIMPLEs and individual 401k plans assets such as gold, real estate, private stock and promissory notes.
PwC-eLKE is an integrated solution involving tax technology and consulting services that is scalable to both large and small clients. The PwC-eLKE software accepts periodic feeds of data relevant to asset dispositions and acquisitions; processing occurs at the Dallas-based eBC (eBusiness Center) hosting facility. PwC-eLKE requires little or no change to your existing accounting systems or processes.
Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $86 billion at December 31, 2009. Its primary subsidiary,
Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank has 340 banking offices in California, Oregon, Washington and Texas and two international offices. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc.
VIST Fina
ncial Corp. (NASDAQ : VIST), formerly Leesport Financial Corp, is a financial services holding company, headquartered in Wyomissing, Berks County, Pennsylvania with assets of $1.3 billion at December 31, 2009. Its subsidiary,
VIST Bank has 17 financial offices in Pennsylvania. They have established themselves as a company committed to constantly providing the best financial solutions for their customers' business and personal lives through their long history of serving the financial needs of their customers and clients.
For more than 25 years,
The Entrust Group the world's premier
administrator of self directed pension plans with nearly $3 billion under administration. Atlas 1031 works directly with the Entrust Freedom office in Ft. Myers, Florida to provide educational and account services.
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