Providing unique solutions to achieve financial, tax, operational and risk management objectives
We structure, implement and manage customized Special Purpose Entities (SPEs) focused on increasing profitability and maximizing cash flow and financial returns - We also serve as a Qualified Intermediary for section 1031 Like-Kind Exchange transactions.
Our clients include Fortune 500 companies, mid-sized and smaller businesses, as well as individuals.
For over 25 years we have used our best practices strategies to structure real estate and asset transactions that overcome many of the common difficulties and pitfalls encountered with these types of transactions.
In many cases, our solutions can also provide additional and unexpected advantages.
Get in touch with us - Please use the contact form at the bottom of this page to send us some information about your specific area of interest or to set up a consultation to see whether our services are right for you.
Areas of Practice
For over 25 years we have provided our clients with a secure exchange process acting as the Qualified Intermediary for Like-Kind Exchanges.
If you have real estate, Like-Kind exchanges may be of a benefit to you, as they allow for the deferral of income taxes payable on real property sales.
Reverse Like-Kind Exchanges
Having the flexibility to manage the timing of real estate purchases and sales can be a valuable strategic tool.
We have a well developed specialty with Reverse Exchanges - this is where there is an advantage to acquiring new (replacement) real estate prior to the sale of old (relinquished) real estate property.
Whether the need be for a longer exchange period of over 180 days, or a standard 180 day safe-harbor transaction, we can accommodate your needs.
General Business Strategy & Tax Management
Tax law changes and revised accounting and reporting requirements have created new challenges... however, there are also new opportunities. Our SPE strategies may allow a way to capitalize on some of these opportunities.
For instance, using a fully independent SPE to segregate real estate assets may provide increased tax deductions, better cash flow, improved financial reporting, as well as other additional benefits.
The ability to customize SPE solutions allows our clients a valuable degree of flexibility in achieving their goals, including possible benefits to affiliated entities.
The ability to position an asset within an independent SPE and separate from affiliated groups/entities can be valuable for estate planning purposes.
Mergers & Acquisitions
The SPE strategy can be useful in a variety of ways for M&A transactions.
For example, asset purchase transactions, thanks (in part) to tax law changes have become more attractive - however, one new unfortunate byproduct of the typical asset purchase is that the interest associated with the debt used to purchase assets may no longer be fully tax deductible. A properly structured independent SPE may be able to significantly offset the loss of the interest deduction - other benefits may also apply.
The SPE strategy can, many times, assist with risk management objectives. Simply having the ability to segregate assets into an SPE may have risk management benefits.
Additionally, there may be times where the creation of a separate captive insurance company may be of benefit to a client - Congress Management Group LLC, a captive insurance company management firm and a Congress Asset Exchange affiliate, can assist in this regard.
Use the form below to contact us regarding your inquiry. To help us best service your inquiry, we recommend that you describe the type of situation you are interested in - For example: Real Estate sale/purchase, Merger & Acquisition, Asset Segregation, Like-Kind Exchange, Qualified Intermediary, etc. - Of course, you may also email or call us to make an appointment to speak with us.
For job opportunities, please email us your resume.