Summit is one of the first and most experienced intermediary companies in the country, and one of few Qualified Intermediaries owned by CPAs and operated by both CPAs and Attorneys.  Our company, started in 1991, has been involved in over 20,000 exchange closing transactions totaling over $1 billion.

Based in Bend, Oregon, the state where the famous  T.J. Starker vs. I.R.S. case originated, Summit handles exchanges all over the United States from eight office locations located in Oregon, California, Washington, Montana, Nevada, Wyoming, Utah, and Texas.  Additionally, our experts have provided consulting services to help establish seven other intermediary businesses across the country.  Summit's experts travel throughout the nation to educate professionals in all aspects of the real estate industry about 1031 exchanges, including audiences of Realtors®, CPAs, Lenders, Attorney's, Investors, Financial Advisors and many others. 

Type: Members