Last updated: [TODO: effective date]
Status
[TODO: draft for counsel review. Not final.]
Nature of services
Oak531 provides qualified intermediary and tax strategy services. Information on this site is not tax or legal advice. Consult your tax advisor.
Independence
As a qualified intermediary, Oak531 does not recommend, sell, or receive compensation for any replacement property or investment.
Wire fraud
We will never send wire instructions by email. Always verify by phone using a number you already know.
Nevada exchange facilitator
Steve Guymon, CPA, serves as Oak531's Nevada exchange-facilitator officer. [TODO: required Nevada disclosures and registration number]
Funds
[TODO: how exchange funds are held, bonding, and insurance, as required by applicable law]