The TVPX Maximizer program is recommended, but not required, for 1031 Exchange transactions where our clients relinquished property is valued below $1.0 Million. This comprehensive 1031 exchange program allows our clients to maximize the Time Value of Money on their tax-free 1031 exchange. The TVPX Maximizer provides a competitive alternative, which our clients can use to structure their transactions at a lower cost resulting in a greater "Time Value of Money" tax savings.

The TVPX Maximizer Exchange program provides our clients with the highest level of service at competitive rates. A TVPX Transaction Coordinator is specifically assigned to manage your transaction from its inception to its completion. Each client's transaction history is captured and presented in a hard copy binder at the completion of the exchange.

STRAIGHTFORWARD EXCHANGE — Taxpayer sells relinquished property first, identifies and subsequently purchases replacement property within the 180 days allowed under the 1991 Safe Harbor Regulations.

TVPX prepares all of the documents required for transactions structured as Straightforward 1031 exchanges including:

  • The Exchange Agreement
  • Wachovia Bank Account Exhibits
  • 45-Day Identification Form
  • Contract Assignments
  • Purchase & Sale Contract Addenda (if required)

During the exchange period, proceeds from the sale of the relinquished property will be deposited in a Qualified Escrow account with Wachovia Bank. Use of the proceeds during the exchange period will be highly restricted to comply with the requirements of IRC Section 1031. The proceeds are held under the client's Tax I.D. number, and earnings accrue for the benefit of the client. Wachovia Bank maintains a $250 Million Bond program that protects our clients against loss.

Call TVPX today at 800-753-6933 to discuss the TVPX Maximizer program with one of our exchange professionals as well as receive a proposal for services tailored to meet your specific needs including a competitive fee schedule based on the facts and circumstances of your situation.

Note: The TVPX Maximizer is not available for those transactions that require the use of an Exchange Accommodation Titleholder under Revenue Procedure 2000-37.




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