The QI File

Qualified Intermediary

1031 Exchange Connection

1031 Exchange Connection, Inc. · Parent: Independent / unpublished · Firm website

FEA membership
FEA unknown
CES® holders
Not published on cited pages
Fidelity bond
Not published on cited pages
E&O / other cover
Homepage, About, and Why Choose Us: bonded and insured. No published dollar limits on the pages cited. Homepage also says ‘licensed and bonded’ — there is no federal QI license; no specific state registration is printed on those pages.
How funds are held
Segregated
Dual-signature wires
Wire controls unknown
Reverse / improvement / DST
Reverse Yes · Improvement Yes · DST Unknown
Last sourced
2026-09-12

Published coverage notes

Homepage, About, and Why Choose Us: bonded and insured. No published dollar limits on the pages cited. Homepage also says ‘licensed and bonded’ — there is no federal QI license; no specific state registration is printed on those pages.

Fund handling

About: during the exchange, all funds sit in separate, non-commingling accounts. Why Choose Us: each exchanger’s proceeds are kept in a separate, non-commingled account at a ‘highly secure and local bank.’ Dual-signature / QEA wire control and the bank name are not on the pages cited.

Who it is for

Nationwide delayed, reverse, construction, and improvement 1031 exchangers who want a CPA-led Florida QI. Legal name on About: 1031 Exchange Connection, Inc. Public brand: 1031 Exchange Connection. Contact: 9471 Isles Cay Drive, Delray Beach, FL 33446; 239-659-1031. About: offices in Bonita Springs, FL, and a Midwest office in Denver, CO (Michael Eloranto, JD). Founder/President Nace Cohen, CPA (1031 work since 2002). DST-as-replacement QI work is not on the pages cited.

Verdict

Florida CPA-founded QI with published separate, non-commingled accounts and a reverse/construction/improvement bench (Nace Cohen since 2002; Michael Eloranto, JD, on reverse/construction/complex files). Bonded-and-insured is a qualitative claim — no dollars. Homepage ‘licensed and bonded’ is not a federal charter and not a sourced state license number. Company FEA, CES®, dual-signature wires, and a fee card are unpublished. Ask for today’s certificates, the named local bank, and the live account title before a large wire.

Notes

This is a QI custody file, not a securities offering. About: Nace Cohen, CPA is President and founder of 1031 Exchange Connection, Inc. The public brand is 1031 Exchange Connection. Confirm that Inc. on the exchange agreement.

Homepage: “We’re licensed and bonded” and “a bonded and insured Qualified Intermediary with over 20 years of experience.” Why Choose Us is more careful: the QI industry is unregulated; “there are no national licensing standards or federal supervision.” Treat “licensed” as marketing, not a sourced state facilitator registration. Bonded and insured stay qualitative; no dollar fields.

About: funds in separate, non-commingling accounts. Why Choose Us: separate, non-commingled account at a local bank. Bank name unpublished.

Nace Cohen, CPA: 1031 work since 2002, including reverse, construction, and improvement exchanges; also FIRPTA / IRS Certified Acceptance Agent — that is a people tax credential, not this QI’s custody control. Michael Eloranto, JD (joined 2023): Midwest office in Denver; oversight of reverse, construction, and complex exchanges. Michael Dubin: client relations (Naples). CES® marks are not on these bios.

Types page: deferred, reverse (QI takes title to the new property until the old sells), and construction (land plus build within 180 days). About independently says the firm handles reverse, construction, and improvement. Reverse and improvement are therefore yes. DST is unpublished.

Sources

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

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