Solution Series: 1031 Exchanges & Legal Responsibilities When Selling A Property

When selling appreciated investment property, there are a number of strategies intended to mitigate the capital gains tax bill at the federal and state level. This class will introduce several popular strategies and discuss the high-level pros and cons for each.

Specifically, the course will cover:

• Standard 1031 Exchanges
• 1031 DSTs
• Qualified Opportunity Zone Fund (QOZ funds)
• 721 UPREIT Exchanges
• Charitable Remainder Trusts (CRTs)
• Installment Sales (Deferred Sales Trusts™)
• Energy Tax Credits
• 121 exemptions

Presented by William “Bill” L. Exeter who serves as Chief Executive Officer for Exeter 1031 Exchange Services, LLC and  Exeter Trust Company. 

 Bill Exeter has been in the financial services industry since 1980. He began specializing in real estate tax strategies in 1985 with a specialty emphasis in 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs and Individual 401(k) Plans, Title Holding Trusts (Land Trusts), Specialty Holding Escrows and Custody Accounts, with an emphasis in non-traditional assets or alternative investments.

Mr. Exeter has written and lectured extensively on 1031 Exchanges, 1033 Exchanges, 721 Contributions, 121 Exclusions, Self-Directed IRAs and Individual 401(k) Plans, and Title Holding Trusts or Land Trusts. Bill serves as an expert consultant and expert witness in legal and regulatory matters.

Bill has administered in excess of 125,000 1031 Exchange transactions during his almost 40 year career and is one of the founding members of the 1031 Exchange industry’s trade association, the Federation of Exchange Accommodators.