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You can also read more about seller carry back notes with 1031 exchange transactions on our web page at www.exeterco.com/seller_carry_back_financing. Post questions. We are happy to answer them.

We have investors call us all the time and say things like 'we have spoken to three or four people and received three or four different answers' and ask 'what really matters, what really qualifies.' This webinar is designed to answer those questions. Many of the "answers" investors receive when speaking to Qualified Intermediaries are opinions. The opinions vary, which is what causes the confusion. We explain what really matters so that investors can make better informed investment decisions. Post your questions below. Happy to answer them.

I’m dealing with power company. What if we settle before the condemn ? Can I still use the 1033?

In the example of the la Jolla couple with the 1031 exchange + 121 exclusion strategy, did they purchase an east coast real estate property with intent to use as primary residence? Thanks for the video!

You stated the industry is not regulated and has no governmental oversight. You also state that the QI chosen should have some type of government or regulatory oversight.🤔

Thank you for this. Hypothetical: own a house used for investment rental for 5 years. Can this house be sold and 1031 exchanged for building an ADU on a primary residence if that ADU will be rented out for investment?

will you please help me in proving that the Land Trust did that held 12 lots of my parents home is in fact part of their trust.

Great video should have way more people watching this

What about state taxes that attack investment properties? You’re in California, there are a lot of bills floating around up at the Sacto Bubble. Self directed IRAs, isn’t IRA an individuals retirement plan basically? Brilliant for Thiel to exempt himself from taxes on a portfolio of $5b!? Wow! So maybe just have limit the $? My brother has created a great portfolio of real estate investment and he will pay no taxes. He’s not near $10m but a cap isn’t a bad idea imo. Good to know Exeter is a source for self directed it’s. Question on max $ individual can invest annually? Thanks

If you are assigning beneficial interest of your land trust to your own LLC where you have a partner, would it still be considered unethical or fraud? Also, is it best for the individual to be the primary beneficiary & living trust as successor beneficiary or have one's living trust be the primary beneficiary? Would there be any limitations on what a living trust, as the primary beneficiary, can do vs what the individual can do? Thank you.

Great vid! Could you do a video about doing a 1031 from land to ideally a ready made NNN investment? Appreciate it!

GOOD NEWS! HOUSE WAYS AND MEANS COMMITTEE MARK-UP has been released. 1031 Exchanges were NOT included in the mark-up, so no changes to 1031 Exchanges. The step-up in cost basis was NOT included in the mark-up, so no elimination of the step-up in cost basis. Capital gain taxes for the 20% bracket will be increased to 25% (good news for us, because people that used to just pay the tax will now want to do a 1031 Exchange). There is always a chance the above could change, but that is very very unlikely once we have reached this point.

GOOD NEWS! HOUSE WAYS AND MEANS COMMITTEE MARK-UP has been released. 1031 Exchanges were NOT included in the mark-up, so no changes to 1031 Exchanges. The step-up in cost basis was NOT included in the mark-up, so no elimination of the step-up in cost basis. Capital gain taxes for the 20% bracket will be increased to 25% (good news for us, because people that used to just pay the tax will now want to do a 1031 Exchange). There is always a chance the above could change, but that is very very unlikely once we have reached this point.

GOOD NEWS! HOUSE WAYS AND MEANS COMMITTEE MARK-UP has been released. 1031 Exchanges were NOT included in the mark-up, so no changes to 1031 Exchanges. The step-up in cost basis was NOT included in the mark-up, so no elimination of the step-up in cost basis. Capital gain taxes for the 20% bracket will be increased to 25% (good news for us, because people that used to just pay the tax will now want to do a 1031 Exchange). There is always a chance the above could change, but that is very very unlikely once we have reached this point.

GOOD NEWS! HOUSE WAYS AND MEANS COMMITTEE MARK-UP has been released. 1031 Exchanges were NOT included in the mark-up, so no changes to 1031 Exchanges. The step-up in cost basis was NOT included in the mark-up, so no elimination of the step-up in cost basis. Capital gain taxes for the 20% bracket will be increased to 25% (good news for us, because people that used to just pay the tax will now want to do a 1031 Exchange). There is always a chance the above could change, but that is very very unlikely once we have reached this point.

Thank you SO MUCH, Bill

Thank you, this is the best vid I've found yet on the subject. The federal Government is taking most of our Family California almond farm for a canal project. Would a timber farm, or maybe a cattle ranch in another state qualify as a like kind property to an almond farm for a 1033? Thanks!

excellent information, thank you.

im listening lol

Correction: 10% reduction in capital gains tax if invested in 2021, not 5%. 👍

Thank you for helping me pass my exam. The best overview I have came across 🙏🏽

Great interview with Rob Johnson with Realized (www.realized1031.com/about-us/rob-johnson) and Lauren Speidel with Exeter 1031 Exchange Services, LLC (www.exeter1031.com/about_Lauren_Speidel_lp.aspx) on Delaware Statutory Trusts (DSTs). Lots of good information, strategies and tips on selecting and identifying Delaware Statutory Trusts as replacement property options for 1031 Exchanges.

What a great interview on the mandatory Federal FIRPTA withholding requirement. As always, Michael brings great information and insight on how to approach the FIRPTA withholding requirement, especially when a 1031 Exchange is involved. Here is Michael's contact information: Michael Brooks, Esq. DIRECTS/FIRPTA 41945 Boardwalk, Suite A Palm Desert, CA 92211 (760) 346-6140 directsllp1@gmail.com

Great presentation hosted by Charles Jensen, Senior Vice President, Inland Securities Corporation; and joined by Dan Wagner, Senior Vice President, The Inland Real Estate Group of Companies; Rahul Sehgal, Chief Investment Officer, Inland Private Capital Corporation; Colin Cosgrove, Senior Vice President, Inland Private Capital Corporation; Bill Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company, on The Future of 1031 Exchanges. You can visit the following websites to help contact your congressional representative to let them know you are against these changes: www.1031taxreform.com and www.ipa.com/1031s/.

Great presentation hosted by Charles Jensen, Senior Vice President, Inland Securities Corporation; and joined by Dan Wagner, Senior Vice President, The Inland Real Estate Group of Companies; Keith Lampi, President, Inland Private Capital Corporation; Bill Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company, with special guest Evan Liddiard, Director, Federal Tax Policy, National Association of Realtors, on The Future of 1031 Exchanges. You can visit the following websites to help contact your congressional representative to let them know you are against these changes: www.1031taxreform.com and www.ipa.com/1031s/.

interesting

Great presentation by Charles Jensen, Senior Vice President, Inland Securities Corporation; Dan Wagner, Senior Vice President, The Inland Real Estate Group of Companies; and Bill Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company, on the Biden Administration's proposed tax changes included in the American Families Plan. You can visit the following websites to help contact your congressional representative to let them know you are against these changes: www.1031taxreform.com and www.ipa.com/1031s/.

With the change in country's administration - and the ANTI-TRUMP everything - do you think OZ' will stay? Please advise. Thank you.

I was watching the white board videos here and happened on this one on self directed iras. I heard a talk about self directed iras at a FIBI meeting. The talker did not say anything about real estate notes like trust deeds. Loved Dawn too. How can i talk to her?

I spoke to a qualified intermediary and they said there is no licensing for them. Your video says to make sure they are licensed.

Great interview with Tony Krvaric, President and CEO, Krvaric Capital, and Jordan Marks, Esq., Taxpayer Advocate, San Diego County Assessor/Recorder/County Clerk on the newly effective California Proposition 19. You can contact Tony Krvaric, President and CEO, Krvaric Capital at (858) 451-9700.

Thank you for this...very helpful info! I just started looking into SDIRAs. I want to invest in trust deeds and mortgages. Do you put me with borrowers or do I have to find borrowers? I'm still confused about how I find the trust deeds or mortgages.

Thank you! Your webinar on 1031 Exchanges had really great information and helped me understand the differences between various answers that I had received from different "1031 Exchange" experts. You guys made it really easy to understand. You guys are the best!

GREAT INFO!

“People don’t realize how bad your income is being pillaged” Perfectly stated.

Have you heard of a tax planning strategy that would assist a client without a 1031 exchange, deferred sales trust, or charitable remainder trust. They can get a lump sum in hand at closing of sale. Would love to have a conversation so if interested please call me at 760-241-1040

You guys are a great duo.

Nice quick informative interview on tax free exchanges of real estate.

Thank you for providing this information. I needed to learn about the like kind exchange due dates quickly, and this was very helpful.

Great interview with attorney Pete Solecki with Larson and Solecki, LP, regarding potential liability involving licensed real estate agents and 1031 Exchanges. It's all about disclosing issues that the buyer would be concerned about. Realtors tend to have legal problems and may end up in litigation when the Seller fails to properly disclose certain mandatory disclosure times.

Craig, thank you for a great interview! As always, enjoyed being on your tv show. #BillExeter #WilliamExeter #TheAmericanDream #1031Exchange #Exeter1031

This video presentation provides a quick, concise overview of the most common tax-deferred and tax-exclusion strategies used by real estate investors and real property owners, including 1031 Exchanges (tax-deferred exchanges of rental or investment property or business use property), 1033 Exchanges (eminent domain or condemnation by government/involuntary conversion), 1034 Exchanges, 721 Exchanges (1031/721 Exchanges or upREITs), 453 Installment Sales (Seller Carry Back Notes) and 121 Exclusions (tax-free exclusions for a primary residence).

Great job! Great information!

It was a pleasure to produce this video for you!

It was a pleasure to produce this video for you!

It was a pleasure to produce this video for you!

It was a pleasure to produce this video for you!