The Combined Rate accounts for Federal, State, and Local tax rate on capital gains income, the 3.8 percent Surtax on capital gains and the marginal effect of Pease Limitations (which results in a tax rate increase of 1.18 percent).
Massachusetts has a flat income tax rate of 5.05% on most types of income
Brookline Bancorp 1031 Exchange Services LLC is based in Massachusetts and operates under Brookline Bank, which has been in existence since 1871. The bank is known for its financial strength, trust, outstanding banking services, and strong customer relationships. However, it is not a member of the Federation of Exchange Accommodators.
Exchange Authority, LLC is a subsidiary of Fidelity Bank, headquartered in Massachusetts. Fidelity Bank, which has been operational for 134 years, is highly rated by Bauer and adheres to a LifeDesign brand promise focused on providing care, clarity, and confidence. The bank ensures that all deposits are insured by the FDIC up to $250,000, with additional coverage provided by the Depositors Insurance Fund (DIF) for amounts exceeding the FDIC limits. This setup guarantees full insurance on deposits, as DIF only insures deposits in Massachusetts-chartered savings and cooperative banks. It is important to note that Exchange Authority, LLC is not a member of the Federation of Exchange Accommodators.
JTC USA Holdings, Inc., headquartered in California, positions itself as a mission-driven company focused on building partnerships with clients to manage risk, protect assets, and identify opportunities efficiently and cost-effectively. Their vision is to be the leading independent provider of institutional and private client services across multiple jurisdictions. The company emphasizes a corporate culture that prioritizes the collective over individual aspirations, promotes a stakeholder mentality, and supports a meritocratic environment. They are committed to equal opportunities and have a strong set of values that guide their operations and client interactions. JTC USA Holdings, Inc. aims to exceed client expectations through professionalism and precision, uphold integrity, maintain commercial awareness, and drive innovation tailored to individual client needs. They engage and motivate their employees towards a common goal, fostering a skilled and motivated workforce. However, they are not a member of the Federation of Exchange Accommodators.
Leader1031.com, LLC, operating under Leader Bank, is based in Massachusetts and was founded in 2002. It positions itself as an entrepreneurial financial institution focused on innovative and client-centric banking solutions. The company emphasizes strong client services, offering creative financial products and customized solutions aimed at fostering financial prosperity for individuals, families, and businesses. Leader Bank is also dedicated to community involvement and philanthropy, aiming to be a leading community-based financial institution. It is important to note that Leader1031.com, LLC is not a member of the Federation of Exchange Accommodators.
