Marilee Hill’s professional endeavors prior to 1031 exchanges were in the real estate world. Her first real estate landmark was selling for one builder three condominium projects totaling 233 units. In commercial real estate her first efforts were in office and retail leasing. Office building and residential land sales became her focus. With land sales Marilee would attend the Montgomery County, Maryland comprehensive plan amendment processes where the zoning lawyers and interested land owners participated - learned the process and met the players.

In 1999 there was a conference Marilee attended where a 1031 exchange company presented the 1031 concept and the company’s offerings. With her recently acquired Security's Series 7 license (1998) plus her extensive real estate background Marilee instantly recognized that she had the tools to evaluate properties and the people skills to successfully pursue 1031 exchanges — and she never looked back.

Part of being in the above real estate endeavors was having a real estate Brokers License, not just a Salesman license. For twenty past years plus she maintained real estate Brokers Licenses in the District of Columbia, Maryland and Virginia.

Marilee Hill's services include:

• Presenting the 1031 process in an easy to understand format.
• Offering replacement properties and analyzing their differences, advantages and disadvantages.
• Assisting the Exchanger, given the risk tolerance and financial requirements, in determining which properties are most appropriate.
• A referral network of experts for resolutions to complicated exchange challenges.
• Devising a successful identification strategy to ensure completion of the exchange.

My forte is to strategize identifications and provide replacement properties so my clients succeed in deferring all applicable taxes by completing their 1031 exchanges. Through understanding my clients’ goals and concerns I provide them with suitable replacement properties. With my experience and diligence, I will work with you to complete your exchange and endeavor to obtain the best possible returns reflective of your risk-comfort zone. Most of all I care about my clients and keeping profits in their pockets and out of Uncle Sam’s.

- Marilee A. Hill

Marilee Hill's clients have a success rate of 100% for completing their exchanges. With her experience and diligence she will work with you to strive to assist you in completing your exchange. risk-comfort zone.

Our tax situation was both complex and difficult. A real professional, truly knowledgeable, was necessary to guide us throught the maze. We are extremely pleased that we met, employed and worked with Marilee Hill. All of our problems were solved, and the results were way beyond our expectations. G. Raymond and Martha Ellen Bodie

Our partnership had developed a shopping center in the mid-80s, and in 2002 it was opportune for us to sell. But a straight sale would have meant a tax not only on our gained value, but also on the accrued depreciation -- and that would have left next to nothing after taxes. So we knew a 1031 exchange was for us.

Marilee Hill knows the exchange process in detail. And she is constantly in touch with firms offering investment-grade properties specifically structured for exchanges. We ended up with a diversified portfolio, as part-owners of four solid, well-managed income producers: an office park, apartments, a net-leased office building, and another shopping center. And the capital gains tax? Indefinitely deferred.

Jay Silberman

Note: The testimonials above may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results.