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).
North Carolina has a flat income tax rate of 5.75% of federal taxable income.
Exchange Accommodators Inc. is headquartered in Charlotte, North Carolina, and serves clients across all 50 states. The company is operated by a team of Qualified Intermediaries, with the two principal members sharing a combined 35 years of experience in the field. It was established by three founders who have similar goals and complementary backgrounds. Exchange Accommodators Inc. is a member of the Federation of Exchange Accommodators.
Investors Title Exchange Corporation, headquartered in Chapel Hill, North Carolina, operates with a regional office in Columbia, South Carolina, and has issuing offices across the U.S. The company specializes in writing and supporting residential and commercial title insurance, and offers services related to 1031 like-kind exchanges, as well as coordination, underwriting, and management of complex commercial transactions through its sister companies. Investors Title emphasizes innovation, experience, and customer-centric solutions in real estate transactions. They focus on maintaining financial stability and profitability through sound underwriting practices and strong business partnerships. The company uses the Canada Goose as its corporate symbol, representing teamwork, efficiency, and adaptability, qualities they strive to embody in serving their customers and partners. However, they are not a member of the Federation of Exchange Accommodators.
Red Rock 1031 is headquartered in North Carolina and managed by Sean Woody, a Certified Public Accountant licensed in North Carolina and Washington State since 1998. Sean has 13 years of experience in public accounting, frequently working on exchanges with investors and business owners. He is also an active real estate investor, holding properties since 2004, including commercial property and single-family homes. Sean has held executive roles such as CEO, COO, and CFO in various industries, including a stint at Microsoft as a Portfolio Manager for Xbox LIVE and Business Manager for 343 Industries. He began his career at Ernst & Young LLP in Seattle, serving notable clients like Amazon.com and REI. Sean is a University of Washington honors graduate and a Gulf War veteran with numerous military commendations. Red Rock 1031 is not a member of the Federation of Exchange Accommodators.
