About Us
Our Expertise
aegis¹⁰³¹ is led by Steve Chacon, CPA, CES®, CDEI™, a nationally recognized expert in 1031 exchanges with 21 years of focused experience. As a Certified Public Accountant, Certified Exchange Specialist®, and former president of the Federation of Exchange Accommodators, Steve has helped shape federal tax policy to preserve Section 1031. His leadership brings experience, precision and insight to every transaction. We prioritize security, compliance, and long-term value - so you can preserve and grow your wealth with confidence.
Our Services
We guide clients through every type of 1031 exchange - from forward exchanges, to complex reverse and improvement exchanges. At aegis¹⁰³¹, we go beyond the transaction. Our process clarifies the rules, uncovers opportunities, and aligns each decision with your broader financial goals. We work seamlessly with your legal, tax, and real estate advisors to ensure every move is informed, compliant, and strategic. Whether you're a seasoned investor or exploring your first exchange, we turn complexity into clarity, and strategy into results.
The aegis¹⁰³¹ Experience
The 1031 exchange process can feel overwhelming, but it doesn’t have to. At aegis¹⁰³¹, we guide clients through every step with clarity and absolute transparency, ensuring compliance, meeting critical deadlines, and keeping each exchange on track. Our goal is to simplify the complex, so you can stay focused on your investment strategy.
Beyond compliance, we prioritize security at every level. We leverage enterprise-grade applications, rigorous banking protocols, and strict segregation of duties, to protect both the integrity of your exchange, and the safety of your funds. With aegis¹⁰³¹, you gain a partner who safeguards your transaction, and your trust.