We have had a lot of requests for webinars and seminars regarding California Title Holding Trusts, so we have rolled out quite a number of them. Here is a listing of the upcoming dates and times planned for you so far:
11/11/2008 9:00 to 10:00 Seminar in Irvine, California
11/11/2008 3:00 to 4:00 Seminar in Irvine, California
11/14/2008 11:00 to 12:00 Webinar
11/19/2008 6:00 to 7:30 Seminar in Fresno, California
11/20/2008 9:00 to 10:30 Seminar in Fresno, California
11/20/2008 11:30 to 1:00 Seminar in Fresno, California
12/01/2008 11:00 to 12:00 Webinar
12/02/2008 9:00 to 10:00 Semianr in San Diego, California
Click here to review all of our seminar and webinar offerings. We will also be discussing the relatively new tax-deferred strategy called the Deferred Sales TrustTM.
We have had a lot of requests for webinars and seminars regarding California Title Holding Trusts, so we have rolled out quite a number of them. Here is a listing of the upcoming dates and times planned for you so far:
11/11/2008 9:00 to 10:00 Seminar in Irvine, California
11/11/2008 3:00 to 4:00 Seminar in Irvine, California
11/14/2008 11:00 to 12:00 Webinar
11/19/2008 6:00 to 7:30 Seminar in Fresno, California
11/20/2008 9:00 to 10:30 Seminar in Fresno, California
11/20/2008 11:30 to 1:00 Seminar in Fresno, California
12/01/2008 11:00 to 12:00 Webinar
12/02/2008 9:00 to 10:00 Semianr in San Diego, California
Click here to review all of our seminar and webinar offerings.
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1031 Tax Exchange Hawaiian Operations
You may know that we established a branch office operation on the Big Island of Hawaii under the management of Mellanese Lofton, Esq., earlier this year. This is part of our strategic plan in order to take advantage of the rebounding real estate market later in 2009.
Luxury Home Mortgage Lender
We would like to introduce one of our Hawaiian Island partners in lending - Island Home Capital. Our partner Island Home Capital has provided luxury mortgage lending services in Hawaii since 1997 and are one of the Hawaiian Islands' leaders in the luxury home lending market. They have also expanded to the western United States, including San Diego where our 1031 exchange operations are headquartered.
Island Home Capital can quickly help you evaluate and decide which loan package would best meet your needs. Please contact Mellanese Lofton, Esq., with Exeter 1031 Exchange Services, LLC for a personal introduction to Island Home Capital.
They both look forward to assisting you with your Hawaiian Island real estate investment goals.
......but it is a step in the right direction.
Senate Bill SB 1007 Becomes Law
State of California Governor Arnold Schwarzenegger signed Senate Bill SB 1007 into law on October 2, 2008. This Senate Bill SB 1007 provides certain minimum standards or guidelines that 1031 exchange Accommodators or Facilitators must meet in order to do business in the State of California as a 1031 exchange Qualified Intermediary.
Effective Date
This new law is effective January 1, 2009 and must be complied with if a company or individual is doing business as a 1031 exchange Qualified Intermediary within the State of California.
Press Release
You can read the entire press release here.
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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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