Wealth & Legacy Seminar SeriesTM
"Peace of Mind During Turbulent Times"
April 29, 2009
7:30 AM to 10:30 AM
San Diego, California
Moderator
R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group
Speakers
Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management
What, if anything, is the appropriate investment strategy during these turbulent times, including investment strategies that provide financial peace of mind, investment opportunities arising from the ashes of a burned out economy, and volatility is a good thing if used properly
Nancy G. Henderson
Partner
Henderson, Caverly, Pum & Charney LLP
Asset Protection planning is not unethical and it is definitely not just for the very rich. For business owners planning with legal steps, not only protects your business from hazards, it protects you and your family, your partners and other co-owners, your employees, your vendors, and your customers.
Barry Graff, Ph.D.
Founder
Family Business Systems
Family-owned and closely held businesses face unique challenges with succession planning, organizational and leadership development, and communication and conflict resolution. Family councils and meetings educate members about the challenges, assist in resolving outstanding issues, and help families communicate effectively.
Spotlight on Legacy
Mike Mellace
CEO and Founder
Mama Mellace Old World Treats, and the Mama Mellace Foundation
Few products have experienced the success that Mama Mellace's Old World Treats have seen over the past few years. They have grown from a small San Diego-based retail operation to providing wholesale distribution coast to coast. They have also been doing much in giving back to the less fortunate:.....
Title Holding Trust (Land Trust) Seminars
See all of our workshops & seminars.
Basic Level Title Holding Trust Seminars
This is a basic level discussion regarding the benefits and advantages of acquiring, owning, holding and disposing of California real estate or any personal property under a Title Holding Trust.
The discussion will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully establish and maintain a Title Holding Trust, which is often referred to as an Illinois Land Trust. The potential benefits of using a Deferred Sales TrustTM will also be addressed.
There will be plenty of time for open discussions, questions and answers with our experts. Handout material will be provided for future reference.
Who Should Attend?
Anyone interested in gaining a basic understanding of the benefits, advantages, processes and requirements for using Title Holding Trusts, including investment property owners, accountants, attorneys, corporate officers, certified financial planners and real estate agents and brokers (Realtors©).
Registrations Required
The State of California previously placed a 30 day hold on all income tax refunds with the possibility of the hold being extended if certain financial requirements were not achieved.
The California Franchise Tax Board (FTB) lifted the income tax refund suspension on March 6, 2009, and the Franchise Tax Board is working with the State of California Controller's Office to issue FTB income tax refunds as quickly as possible.
California taxpayers can check the status of their California income tax refund on the California Franchise Tax board website at: http://www.ftb.ca.gov/online/refund/index.asp.
Senate Bill 15 was approved by the Governor on February 20, 2009, and provides for a tax credit against the net tax for a taxpayer who purchases a qualified principal residence on or after March 1, 2009, and before March 1, 2010. The maximum amount of credits available to allocate is $100,000,000.00 (one hundred million dollars) and are available on a first come first serve basis.
The following qualifications and limitations apply:
Join us for a free seminar to learn more about real estate market cycles, demographic trends, confidentially acquiring property, and much, much more.
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Tuesday |
11:30 AM to 2:00 PM |
Anxious About What The Future Holds? Learn about the following topics: |
Redondo Beach, California |
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Bill Exeter has 24 years in the 1031 exchange industry and has administered in excess of 75,000 1031 exchanges during his career. He is one of the founders of the Federation of Exchange Accommodators.
William L. Exeter is President and Chief Executive Officer of The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC and its affiliate companies and is located in the company's national corporate headquarters office in San Diego, California.
Mr. Exeter Has 24 Years in the 1031 Exchange Industry
Bill Exeter has been in the financial services industry since 1980 and entered the 1031 exchange services industry in 1986, and is one of the founding members of the Federation of Exchange Accommodators. He has administered in excess of 75,000 1031 exchange transactions during his career.
1,000's of 1031 Exchange Webinars, Seminars, Lectures, Articles, Publications and Radio Show Appearances
He has written and lectured extensively on 1031 exchange transactions, on Tenant-In-Common (TIC) Properties as like-kind replacement property solutions, on Title Holding Trusts, Deferred Sales Trusts and on Self-Directed IRAs.
In addition, Mr. Exeter is the owner and host of The Exeter Group Real Estate Talk Radio Show, is a frequent guest expert on "The Financial Advisors - Money Talk Radio Show" on San Diego News Radio AM 600 KOGO and on the "Inside Business Radio Show" on AM 1000 KCEO San Diego.
Mr. Exeter also serves as an industry consultant and as an expert witness on 1031 exchange related litigation.
24 Years of Extensive 1031 Exchange Expertise and Experience
Immediately prior to founding The Exeter Group of Companies he 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 for 13 years. In addition, he served as President and Chief Executive Officer of Advantage Exchange Company and Vice President and Chief Financial Officer of Central Exchange Corporation in the 1980s during the 1031 exchange industry's infancy.
Mr. Exeter's professional experience includes 1031 exchange, title insurance and escrow services, trust and retirement account administration, trust operations, investment management services, commercial banking, and insurance administration.
Mr. Exeter is involved with numerous professional organizations including the Tenant-In-Common Industry Association (TICA), COREnet Global, AIR Commercial Real Estate, ICSC, the San Diego Chapters of CCIM and CREW, NAIOP, SIOR, California Escrow Association, San Diego County Escrow Association, and NorCal Escrow Association.
Mr. Exeter graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting, and from the Canon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation. He is currently working toward his Certified Commercial Investment Member (CCIM) designation.
Exeter 1031 Exchange Services, LLC is a leading national provider of comprehensive 1031 exchange services, which include functioning as the Qualified Intermediary ("Accommodator") and/or the Exchange Accommodation Titleholder for forward ("delayed"), reverse, and improvement ("build-to-suit") 1031 exchange strategies for both real estate and personal property transactions.
Nationwide 1031 Exchange Services
Exeter works with individual, corporate and institutional clients in all 50 states providing creative solutions for complex 1031 exchange transactions. Your dedicated client account team will provide customized programs to meet your unique 1031 exchange needs no matter where you or your investments are located.
Exeter 1031 Exchange Services, LLC has ten (10) national 1031 exchange offices to serve you located in San Diego, Irvine, Ontario, Bakersfield, Fresno, and San Francisco, California as well as Kona, Hawaii; Grosse Pointe, Michigan; East Northport, New York; and Springfield, New Jersey.
Exceptional 1031 Exchange Expertise, Experience and Knowledge
You need much more than just a 1031 exchange processor in today's real estate marketplace. 1031 exchange transactions are complex income tax structures that require creative, customized solutions in order to meet your needs. Exeter is a sophisticated institutional Qualified Intermediary that can provide you with much more than just the standard processing capabilities.
At Exeter 1031 Exchange Services, LLC, we have the technical expertise, decades of experience and significant in depth knowledge necessary to structure and customize a 1031 exchange solution to fit your specific investment objective and to guide you through your 1031 exchange transaction. Exeter is there for you every step of the way.
In addition, Exeter has the financial strength, stability, equity capital and administrative resources to ensure the successful completion of your 1031 exchange transaction.
Exeter Fiduciary Services, LLC is the leading provider of specialty fiduciary services to the real estate industry, including the Qualified Trust Account for 1031 Exchanges, Title Holding Trust (Land Trust), Deferred Sales Trust and Self-Directed IRA. The Title Holding Trust is a method for holding title to real estate and personal property. The Deferred Sales Trust is a method for deferring the payment of capital gain taxes on the sale of highly appreciated property or assets. The Qualified Trust Account holds and protects your net proceeds during your 1031 Exchange transaction. And, you can choose your own investments, including real estate, deeds of trust, mortgages, tax lien certificates, and more in your own Self-Directed IRA.
ActiveRain Corp. is not responsible for the accuracy of the site's content (which is written by members of the ActiveRain Real Estate Network) and does not endorse the views of the real estate agents, mortgage brokers, and others listed here.
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