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Identification Letter Preparation

Draft and finalize identification letters for Qualified Intermediary submission.

Identification letter preparation ensures your replacement property designations meet IRS requirements and are properly documented for qualified intermediary submission. Investors in Baltimore, MD must submit identification letters within 45 calendar days of the relinquished property closing. We prepare identification letters that include street addresses or legal descriptions, purchase price details, and comply with the three-property rule, 200 percent rule, or 95 percent rule. Our preparation includes document review, intermediary communication, and submission rehearsal to ensure accuracy and compliance.

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Contact us to discuss your 1031 exchange property identification needs.

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