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| Profession |
Real Estate |
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| Specialty |
1031 Exchanges - Self-Directed IRAs - Land Trusts |
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| Group |
SND1 |
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| Business Name |
Exeter 1031 Exchange Services LLC |
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| Title |
President and Chief Executive Officer |
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| Address |
402 W Broadway
Suite 400
San Diego, CA 92101-3554
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| Work Phone |
(619)239-3091 |
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| Fax |
(866)393-8371 |
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| Web Site |
www.exeter1031.com |
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| Linked In |
View Profile |
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| Member Since |
1/2010
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Tax deferred and tax exclusion expert, including planning, strategy and implementation, for 1031 Exchanges, 1033 Exchanges, 721 Exchanges and Self-Directed IRAs.
Also licensed as a California Private Professional Fiduciary serving as Trustee or Agent for Dispute Resolution or Settlement type accounts, including Cash Holdback Escrows, litigation settlement trusts, dispute resolution accounts as well as Title Holding Trusts (Land Trusts).
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Qualified Intermediary for Section 1031 Exchanges; Consultant for Section 1033 Exchanges, Section 721 Exchanges, Section 121 Exclusions, and Self-Directed IRAs.
Private Professional Fiduciary serving as Trustee or Agent for Dispute Resolution or Settlement type accounts, including Cash Holdback Escrows, litigation settlement trusts, as well as Self-Directed IRAs and Title Holding Trusts (Land Trusts).
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Individual, Corporate and Institutional investors who are selling real estate and/or personal property and wish to defer the payment of capital gain taxes.
Also, individuals who would like to buy real estate related investments such as real estate, deeds of trust, mortgages, tax lien certificates, etc., inside of their Self-Directed IRA.
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Real estate; tax planning, services, administration, and strategies; legal; trust administration;
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San Diego, Los Angeles, Newport Beach, Fresno, San Francisco, California, as well as Chicago, Illinois, Pittsburgh, Pennslyvania, Kona, Hawaii, East Northpointe, New York, Springfield, New Jersey, and Wilmington, Delaware.
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| Social Clubs |
University Club atop Symphony Towers, Del Mar Cigar Club
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| Charities |
Numerous charities
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| College Degrees |
California State University, Los Angeles, Option in Accounting
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Speaking/Teaching
Experience |
Extensive speaking/writing on tax deferred/exclusion strategies.
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| Organizations |
Numerous legal, tax, real estate, escrow, related associations
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| License Number |
448
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