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Join OCG Properties for an educational Webinar...

"Creative 1031 Strategies: How To Do a 1031 Exchange to Save You Thousands on Your Taxes"

RSVP HERE: https://register.gotowebinar.com/register/

DATE/TIME: Wednesday, May 17th at 6:30pm

How do I create a nice retirement nest egg? How do I maximize real estate tax benefits? How do I use 1031 exchange to my advantage? Retiring with a sizable nest-egg is best achieved through proper planning, but most people are simply not equipped with the right knowledge and expertise to invest in real estate with maximum benefit. In fact, most people have never heard of the possibility of exchanging their investments to save on taxes upon sale of their investments.

At the next OCG Live Webinar, we will discuss the secrets of 1031 exchange that will save you thousands in taxes. This presentation aims to guide you to secure your financial security by investing in real estate with a 1031 exchange.

What is a 1031 exchange?

What kind of property needs it?

What does not qualify for 1031?

How to do 1031?

Requirements for 1031

Identifying properties

Notifying the Facilitator

Identification rules

Challenges of 1031

Usual issues encountered when 1031 o How to get started?

Strength & weakness of 1031 Administrators

What is a Qualified Intermediary?

Costs and fees of 1031 exchange facilitators?

Partial 1031 exchange o What is Boot?

Determining basis

Holding 1031 before refinancing

1031 exchance and seller financing

1031 exchange with different entities

Reverse exchange o Protecting from 1031 failures

Speaker: William L. Exeter, President and Chief Executive Officer of Exeter IRA Services, LLC

Fiduciary Services Executive

Mr. Exeter has been in the fiduciary services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 and 1033 Exchanges and Self-Directed IRAs.

Professional Speaker, Author and Advisor

Bill has written and lectured extensively on 1031 and 1033 Exchange transactions pursuant to Sections 1031 and 1033 of the Internal Revenue Code, tenant-in-common (TIC) investment properties as like-kind replacement property solutions for 1031 and 1033 exchange transactions pursuant to IRS Revenue Procedure 2002-22, Self-Directed IRAs, and Title Holding Trusts or Land Trusts.

In addition, Bill is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO, on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego and numerous other radio and television appearances.

Bill also serves as an industry consultant, advisor and expert witness on 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs, and Title Holding Trusts (Land Trusts).

Professional Experience

Immediately prior to founding The Exeter Group of Companies Bill served as President and Chief Executive Officer of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California for four years and prior to that as Executive Vice President and Chief Operating Officer of The Chicago Trust Company of California and its 1031 Exchange subsidiary in San Diego, California for 13 years that were part of the Chicago Title and Trust Family of Companies.

In addition, he served as a senior executive with two 1031 Exchange companies in the 1980s during the 1031 Exchange industry’s infancy, and is one of the founding members of the industry's trade association, the Federation of Exchange Accommodators. Bill has administered in excess of 125,000 1031 Exchange transactions during his career.

Bill was Assistant Vice President and Controller of Provident Savings Bank in Riverside, California and Assistant Vice President and Controller of OneCentral Bank in Glendale, California during the 1980's.

His professional experience includes 1031 Exchange, 1033 exchange, 721 Exchanges, 121 Exclusions, title insurance and escrow services, fiduciary, trust and retirement account administration, trust operations, investment management services, commercial banking, and insurance administration.

www.exeter1031.com

Speaker: Mathew Owens, Founder of OCG Properties

OCGProperties.com

Instagram.com/OCGProperties

Facebook.com/OCGProperties

OCG Properties YouTube Channel

RSVP HERE: https://register.gotowebinar.com/register/

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