1031 Exchange Series: Legislative Clarity & Emerging Alternatives

The Need for Legislative Clarity In the last 100 years, 1031 exchanges are responsible for creating a ton of revenue, jobs, investments, and economic benefit to the nation. During his campaign, Biden stated he “wanted to completely end the 1031…

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What Is A Transfer Agent? Phoenix Financial Services

In its most limited sense, a transfer agent is an agnostic third-party entity required  to process a transfer of a company’s securities from one investor to another. Some companies are required to use a transfer agent due to the nature of their…

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Expertise As A Service Provider And Technology Company – Phoenix American

In the early 1980s, Phoenix American Financial Services was established to leverage the back-office administrative capabilities of Phoenix Leasing as a full-service administrator for fellow sponsors in the alternative investment industry. STAR-XMS, an advanced proprietary shareholder recordkeeping and transfer agent system that maximizes back-office…

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