Chicago Deferred Exchange Company Email Format

Financial ServicesIllinois, United States11-50 Employees

Chicago Deferred Exchange Company (CDEC) provides Qualified Intermediary and Exchange Accommodation Titleholder services to facilitate tax-deferred exchanges under IRC Section 1031 for investors nationwide. Since its founding in 1989, the firm has facilitated more than 55,000 such exchanges for corporate and individual taxpayers, reflecting its long-standing involvement in this niche. For each transaction, CDEC creates a separate Qualified Trust account, keeping client funds segregated from creditors' claims, with all interest accruing to the client and invested in AA-rated or better money market funds.

The company emphasizes deep experience, supported by a core team that has been together for more than 15 years and by IRS private letter rulings deemed advantageous to clients. Headquartered in Chicago, Illinois, CDEC operates as a mid-sized practitioner in financial services and provides educational programming through complimentary CLE and CPE presentations to clients and partners.

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