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William L Exeter
- Male
- San Diego, CA
- United States
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For experienced & newbie alike, to discuss Social Networking and how to use it to grow your business.
We have found a growing number of taxpayers who are part of the baby boom generation are looking for ways to exit real estate. They do not wish to reinvest via a 1031 Exchange, but are looking for real estate exit strategies where they can get compe…
Tax Deferral and Tax Exclusion Strategies for Real Estate 09/24/2009 at http://www.exeter1031.com/tax_deferred_tax_exclusion_strategies_for_real_estate.aspx
September 24, 2009 from 4pm to 5pm
Tax Deferred and Tax Exclusion Strategies for Real Estate Webinar
Part of The Exeter Edge™ Webinar Series.
Go To Webinar Registrations Are Required
Click here to register for this tax deferred and tax exclusion strategies for real estate webinar.…
Title Holding Trust (Land Trust) Webinar 09/14/2009 at http://www.exeter1031.com/title_holding_trust_webinar.aspx
September 14, 2009 from 11am to 12pm
Are You Concerned About Any of These Issues?
Does your name show up on the public record?
Are you afraid of litigation because of your real estate investments?
Are you concerned about liens or judgments from co-owners?
Are you worried about identit…
Title Holding Trust (Land Trust) Webinar 09/14/2009 at http://www.exeter1031.com/title_holding_trust_webinar.aspx
September 14, 2009 from 11am to 12pm
Are You Concerned About Any of These Issues?
Does your name show up on the public record?
Are you afraid of litigation because of your real estate investments?
Are you concerned about liens or judgments from co-owners?
Are you worried about identit…
A group for title insurance professionals to discuss insurance issues and developments
Profile Information
- What is your Profession?
- other
- What are you interested in?
- short sales, buyers, sellers, private placement offerings, commercial, residential
- What is the name of your company?
- Exeter 1031 Exchange Services, LLC
- What is your position?
- President and Chief Executive Officer
- What is your location (city, state)?
- San Diego, California
- Phone Number?
- (619) 615-4210
- Fax Number?
- (615) 615-4205
- Website?
- http://www.exeter1031.com
- Do You Use an Instant Messenger?
- Yahoo
- If you use Instant Messenger, What is your Screen ID
- william_exeter
- Skype Status
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- Tell us about yourself:
- William L. Exeter is the President and Chief Executive Officer for Exeter 1031 Exchange Services, LLC and Exeter Fiduciary Services, LLC and their affiliate companies. Mr. Exeter is based in the company's national corporate headquarters office located in San Diego, California.
Mr. Exeter has been in the financial services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 and 1033 exchanges. He has since added a specialization in Deferred Sales Trusts™. His area of expertise also includes specialized trust services for the real estate industry, including the Title Holding Trust or Land Trust.
He has written and lectured extensively on 1031 and 1033 exchange transactions pursuant to Sections 1031 and 1033 of the Internal Revenue Code, on Tenant-In-Common (TIC) Properties as like-kind replacement property solutions for 1031 and 1033 exchange transactions pursuant to IRS Revenue Procedure 2002-22 and on Title Holding Trust or Land Trusts.
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 that were part of the Chicago Title and Trust Family of Companies.
In addition, he served as a senior executive with two 1031 exchange companies in the 1980s during the 1031 exchange industry’s infancy, 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.
Mr. Exeter’s professional experience includes 1031 exchange, title insurance and escrow services, fiduciary, trust and retirement account administration and services, 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, and is one of the founding members of The Center for Wealth & Legacy Studies™.
Mr. Exeter graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting, and from the Cannon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation. He is currently working toward his Certified Trust and Financial Advisors certification through Cannon Financial Institute and his Certified Commercial Investment Member (CCIM) designation.
William L Exeter's Blog
An Alternative to the 1031 Exchange Strategy
We have found a growing number of taxpayers who are part of the baby boom generation are looking for ways to exit real estate. They do not wish to reinvest via a 1031 Exchange, but are looking for real estate exit strategies where they can get competely out of real estate and still defer the payment of their capital gain taxes.
While the 1031 exchange is still generally the best tax planning strategy for real estate because you can continu… Continue
While the 1031 exchange is still generally the best tax planning strategy for real estate because you can continu… Continue
Posted on September 26, 2009 at 10:23pm —
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in individual situations. You should consult an attorney about your particular situation. New York does not certify specialists in the law,
and we do not claim certification in any listed areas.
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