Author name: Banker Exchange

Shonna Felkel - SCLW Influential Women of Law

Shonna Felkel Named One of South Carolina’s Influential Women of Law

We’re proud to share that Shonna Felkel, President and General Counsel of Banker Exchange, has been named a 2025 Influential Woman of Law by South Carolina Lawyers Weekly.  This annual award honors women across the Carolinas who are making a lasting impact in the legal community. Honorees are recognized for their leadership, business acumen, mentoring, […]

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Strategic Timing for Tax Filings in 1031 Exchanges

With tax season upon us, participants in 1031 exchanges must pay special attention to the timing of their tax filings. Early or incorrect filings can result in avoidable financial burdens, including unnecessary tax liabilities and the forfeiture of significant tax deferral advantages.  The Risks of Premature Filing When you file your tax returns before your

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Navigating Tax Deferral for Property Condemnation: Understanding I.R.C. § 1033 vs. § 1031

When it comes to tax deferral strategies associated with property, understanding your options is crucial. I.R.C. § 1033 offers flexibility and a potential advantage over I.R.C. § 1031 in specific scenarios involving property condemnation, whether actual or threatened. Understanding I.R.C. § 1033 I.R.C. § 1033 provides tax deferral options in instances where property is transferred,

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Harnessing the Power of Compound Interest: The 1031 Exchange Advantage

Albert Einstein famously called compound interest the “eighth wonder of the world,” a force so powerful that those who harness it can significantly amplify their wealth. Compounding becomes even more potent when paired with strategic financial planning—specifically, through the use of 1031 exchanges in real estate investing.  The Tale of Two Investors: Seller vs. Exchanger 

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Pedaling Toward Success: Jamie Kingdom’s Dual Journey

At Banker Exchange, we’ve always believed in the power of dedication, resilience, and the pursuit of excellence. Today, we’re proud to spotlight one of our own who embodies these values both in the office and on the cycling track – Jamie Kingdom.  Jamie Kingdom isn’t just an outstanding Certified Exchange Specialist at Banker Exchange; she’s

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Banker Exchange Celebrates Women’s History Month

As Women’s History Month unfolds, we at Banker Exchange take immense pride in celebrating our recent recognitions: the Empowering Women Award and the GSA Women of Influence Award received by our President, Shonna Felkel. These accolades not only honor individual excellence but also reflect our firm’s dedication to fostering an environment where women can thrive

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Corporate Transparency Act (CTA): An Overview of the Reporting Requirements

Banker Exchange, LLC would like to alert its clients about a new federal law which will impact most entities/companies. As of January 1, 2024, the federal Corporate Transparency Act (CTA) has been implemented to enhance transparency and hinder illicit activities facilitated by obscure ownership structures. The CTA mandates the reporting of Beneficial Ownership Information (BOI)

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Jamie Kingdom, CES, Elected to FEA Board of Directors

Jamie Kingdom, CES, Exchange Coordinator at Banker Exchange was elected to the Board of Directors of the Federation of Exchange Accommodators in 2023. Banker Exchange is proud to recognize the ongoing contributions of Jamie Kingdom, CES, an Exchange Coordinator with the company, who was elected to the Board of Directors of the Federation of Exchange

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