Get In Touch
Contact Brandon Kress, CPA
Whether you're exploring a first exchange or planning a complex transaction, Brandon is available for a confidential conversation.
Phone
Call (858) 883-1018. If you're on a tight closing timeline, mention it on the message — Brandon prioritizes urgent exchange-planning requests.
Email brandon@i1031.com with the basics: relinquished property address, anticipated closing date, and any replacement candidates.
Office
i1031, LLC. 4275 Executive Square, STE 200, La Jolla, CA 92037.
When to contact a Qualified Intermediary
Contact a Qualified Intermediary before the relinquished property closes. Early coordination leaves time to prepare the exchange documents, confirm closing instructions, and review the 45-day identification and 180-day completion windows with your tax and legal advisors.
- Before the relinquished-property closing
- Before receiving or controlling sale proceeds
- As soon as the closing date or transaction structure changes
What to include in your message
Share the property type and state, expected closing date, estimated sale price, whether a contract has been signed, and any replacement properties under consideration. Do not send tax returns, Social Security numbers, banking credentials, or other sensitive documents through the general contact form.
- Property type and location
- Expected closing date
- Contract and replacement-property status
What happens next
Brandon will review the timing and basic transaction facts, explain the Qualified Intermediary workflow, and identify the information needed to prepare an engagement. Transaction-specific tax and legal conclusions should be confirmed with your own advisors.
- Initial timing and transaction review
- Exchange workflow and document checklist
- Coordination points for escrow, title, and advisors
The interactive contact form loads with JavaScript. You can also call (858) 883-1018 or email brandon@i1031.com.