Customize a Handout for Clients

/Customize a Handout for Clients
Customize a Handout for Clients2019-02-13T15:39:46+00:00

Asset Preservation has made it easy to forward materials to investors about 1031 exchanges. The 1031 exchange customized handouts (saved in Adobe Acrobat PDF) are specifically designed as an information flyer that you can customize with your contact information and forward to real estate investors.

To use these handouts, click on a topic below and it will open a PDF file for you to customize in the following manner:

  1. Personalize each handout by clicking in the box below the “Compliments of:” section.
  2. Type in your name, company, address, telephone, etc.
  3. Click outside of the box to ‘set’ your information in the data fields provided.
  4. Print as many copies as needed. (Note: You will not be able to save with your contact info unless you have the full version of Adobe Acrobat)

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In response to increased activity in many vacation markets, Asset Preservation has created a brand-new Vacation Home Handbook that covers many tax issues related to the ownership and sale of a vacation or second home. This brochure is very comprehensive, contains hyperlinks to key tax code sections and provides useful guidance to property owners, real estate professionals, closers, attorneys and CPAs in resort communities and vacation home marketplaces throughout the United States.