About
Ross Rubin, MBA, and Peter May, JD, LLM, CFP, understand that individuals face unique financial challenges at every stage of life. They have a combined 45+ years of experience working with individuals, families, tax practitioners, and businesses to improve their financial wellbeing.
Tax planning, cash flow planning, investment positioning, 1031 Exchanges, DST's, and estate preservation are core focuses. This allows integration, from a holistic perspective, of all aspects of an investor's financial life.
At 1031 Sherpa, we assist clients in offering 1031 exchanges by leveraging Exchange Manager Pro℠, the patented 1031 exchange workflow technology, and the processing capabilities of one of the nation’s largest Qualified Intermediaries, Accruit, owned by Inspira Financial.
1031 Exchange Services
Utilizing patented 1031 Workflow Technology, Exchange Manager Pro℠ is supported by Accruit, a leading national Qualified Intermediary.
Financial Security
$50M
$25M
$15M
Solution Knowledge
- Ability to facilitate all types of 1031 Exchanges, including Forward, Reverse, Build-to-Suit/Improvement, and Specialty “Non-Safe Harbor” Transactions
- Provides access to a highly credentialed team of 1031 Exchange experts, including staff attorneys, CPAs, and Certified Exchange Specialists (CES®)
- Utilize patented 1031 Exchange workflow technology, Exchange Manager Pro℠
About Our Trusted Partners
- Experience managing up to $9 billion annually in exchange transactions
- Supported over $15 billion in real estate transactions through their solutions in 2023
- Inspira Financial has over $65 billion in assets under custody & $12 billion in client funds on deposit