Revenue Ruling 2003-76Elisa Mas2024-09-30T10:09:59-07:00

Revenue Ruling 2003-76 – 1035 exchange of annuity contracts

We appreciate everyone's efforts and diligence. The coaching to avoid boot was awesome. Great service!

Allison L., Santa Monica

One phone call and they took care of everything, no questions - no problems.

Douglas B., Texas

Appreciated the instant availability whenever I had a question. Also, greatly appreciated the timely notices and reminders. Thank you for a job well done.

Alice S., Wisconsin

Thank you for always being responsive and prompt to my needs.

Anthony C., New York

You just helped me obtain a new customer! Looking forward to working with you on this one. Thanks again!

Bill K., Texas

I’m not just a client, I’m also a real estate broker. When investor-clients and other real estate professionals ask who I recommend to facilitate a 1031 exchange, I will enthusiastically say – Asset Preservation. Thank you for a wonderful experience!

Deborah P., New York

So friendly, personal, efficient and competent (and painless).

Richard G., New York

This is our 4th property exchange with you. Every one of them has been a "10" experience.

Berry, Colorado

I wanted you both to know how much I appreciate you both and all the hard work you do for me and my clients. The reason I recommend you to all my clients is because you are NOTHING SHY OF AWESOME!

Revenue Ruling 2003-76

Revenue Ruling 2003-76 – 1035 exchange of annuity contracts

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