Burch & Company’s M&A Licensing Division offers business intermediaries a solution to several securities licensing obstacles they may be facing.

• Creating a FINRA licensed broker/dealer is a process that involves not only advanced testing for Principals of such firm, but also Net Capital requirements, ongoing management, costs and extensive compliance requirements to run such firm.
  
• Burch & Company is an established FINRA broker/dealer, registered in all 50 states. By providing this licensed broker/dealer entity, business intermediaries may obtain their individual licenses under our umbrella and avoid the above mentioned requirements.
  
• Licensing with our firm provides business intermediaries and M& A professionals assurance of compliance with state and federal securities laws.

Burch & Company is a member of the AM&AA, M&A Source, ACG and the IBBA.

A 1031 exchange can be a financial planning tool that utilizes Section 1031 of the IRS code.  It can allow a property owner to sell investment or business real estate and defer 100% of the capital gains tax by replacing it with “like kind” net leased replacement property.  The IRS defines “like kind” property as any real property held for business or investment purpose.  A 1031 exchange into net leased property can convert taxes into assets generating annual income yields.

Types of Exchanges: One example of an exchange is a delayed exchange.  This is a three-way exchange in which an intermediary, usually a title company or escrow agent, facilitates the transaction.

Qualified Intermediaries with experience in this area are available to assure a proper exchange takes place.

An investor should examine the suitability of this type of investment in the context of his or her needs, investment goals, and financial capabilities.  Each should make his own independent decision as to the suitability and risk versus potential gain or loss.

Investors should also consult a personal attorney, accountant, financial consultant or business/tax advisor about the risks and merits of this type of investment.  See Risk Factors below.

To Learn More about 1031 Property Exchanges, Contact Burch & Co., Inc.’s Main Office at 1-866-303-1031.

What are REITS?

Real Estate Investment Trust (REIT) is a company whose primary business is owning and managing real estate properties such as office buildings, apartment buildings, hotels, warehouses, shopping malls, or golf courses.

The goal of a REIT is to generate income from the rent paid by tenants in the buildings or leases on the properties a REIT company owns. A REIT can also generate gains when a property it owns is sold at a profit.

To qualify as a REIT company and avoid paying corporate taxes, a REIT must have at least 100 investors and agree to pass 90% of all taxable income it earns on to its shareholders each and every year. These earnings are distributed to REIT shareholders as dividends. The remaining 10% can be used by the REIT as a cash “cushion” or to pay for renovations, for example.

Publicly traded REITs can allow smaller investors to own large, income producing commercial real estate with possible tax savings.

To Learn More about Publicly Traded REITs, Contact Burch & Co., Inc.’s Main Office at 1-866-303-1031

Risk Factors

There can be substantial risk associated with federal and state income tax aspects of a 1031 exchange.  You should always consult with your own tax advisor with respect to all tax risks and issues relating to a purchase of replacement property interest for a tax deferred exchange.

There can be substantial risks associated with investments in real estate and should only be purchased by persons familiar with such risks. Accordingly, prospective investors should, prior to purchase, consult with their own legal, tax, and financial advisors.