Tax deferred exchange Expertise, Safety and Service
Amherst is a boutique Qualified Intermediary in Santa Barbara, California, with unmatched service nationally for over 30 years. Close association with The Egenolf Group, a nationally respected real property law firm, provides Amherst with timely expert input when exploring complex scenarios with clients and their tax advisors. We specialize in customizing each exchange and do not rely on cookie-cutter solutions.
Exchange funds are fully protected
Funds are wired directly into and out of segregated trust accounts governed by Qualified Trust Agreements that require 3 signatures to move funds to purchase property: Taxpayer, Amherst and an attorney Trustee. (See Safety of Funds)