LKE Services

LKE Program Support Services

LKE Program Support Services

Protecting and maintaining the integrity of your LKE Program is just 
as important as the initial implementation.

Over the last 15 years, hundreds of companies have implemented repetitive, personal property like-kind exchange programs (otherwise known as “LKE Programs”).  The maintenance and ongoing support of an LKE Program are just as important as the initial implementation. 

Our LKE Program Support Services can provide the following benefits to you: 

  • An understanding of best practices within your industry
  • Assistance with federal and state audits of your LKE Program
  • Identification and mitigation of tax and business risks
  • An analysis of business process changes and the potential impact on the LKE Program
  • Improved security of your exchange funds
  • Maximizing your qualification for the safe harbors provided by Rev. Proc. 2003-39
  • Understanding changes with your Qualified Intermediary and/or the process of switching Qualified Intermediaries
  • Timely updates of law changes impacting your LKE Program
  • Preparation of LKE-related tax forms (8824, 4797, 4562)
  • Review of your LKE software and data testing
  • Daily management of your LKE Program
  • Identification of opportunities to maximize the tax deferral

 

At WTP, we understand that every LKE Program is different.  As a result, the support services that you need to protect and maintain your program are driven by your specific situation and needs.  Our custom LKE Program Support Services offering includes the following steps:

    1. Initial on-site meeting or teleconference to discuss and understand your concerns and needs;
    2. Design of a custom solution that satisfies your needs and fits within your budget;
    3. Preparation of a proposal letter that documents our mutual understanding of the scope and timing of the engagement; and
    4. Performance of the services and, if applicable, preparation of the written deliverable