Articles in the Exeter 1031 Exchange News Category

Solving Problems With a Private, Professional Fiduciary
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Posted in Exeter 1031 Exchange News, Fall 2010 on August 2010
Stats: 1,892 views and No Comments

I gave a brief overview of our private, professional fiduciary services at the last SEC marketing meeting, and have received a number of calls and emails since then asking for clarification regarding our fiduciary capabilities.

Will Your Replacement Property ID Withstand An Audit?
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Posted in Exeter 1031 Exchange News, Spring 2010 on April 2010
Stats: 17,688 views and 1 Comment

As we all know, there are very specific requirements for identifying potential replacement properties in a Delayed 1031 Exchange. The requirements seem pretty clear at first glance, but there can be all sorts of pitfalls when trying to put them into practice.

Strategic Management of Tax Liability: A New Way Out
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Posted in Exeter 1031 Exchange News, Winter 2010 on December 2009
Stats: 2,952 views and 1 Comment

How many times have you heard, or made these comments? “If I sell my property I am going to get killed with taxes.” Those of us who own highly appreciated assets such as homes, commercial real estate and businesses, are often reluctant to sell that asset because of the capital gain tax and depreciation recapture costs associated with the sale.

Solving Tax Problems on Real Property Sold Via Short-Sale or Foreclosure with a Zero Equity 1031 Exchange™
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Posted in Autumn 2009, Exeter 1031 Exchange News on October 2009
Stats: 3,151 views and 1 Comment

It was great to see so many of you at the S.E.C. marketing meeting in Albany, NY, and we look forward to seeing you in Palm Springs in November. In the meantime, please call us for your next 1031 Exchange transaction. Our team is always ready to serve in a technical advisory capacity for 1031 Exchanges, 1033 Exchanges, 721 Exchanges, Title Holding Trusts as well as Seller Carry Back Notes and/or Deferred Sales Trusts™.

Protecting 1031 Exchange Funds From a QI Bankruptcy
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Posted in Exeter 1031 Exchange News, Summer 2009 on July 2009
Stats: 2,001 views and No Comments

You may have heard by now that the court sided against the taxpayers in the LandAmerica 1031 Exchange bankruptcy case. The judge ruled that the 1031 Exchange funds were corporate funds — not fiduciary funds — while held by LandAmerica 1031 Exchange, and as such are a part of the bankruptcy estate and therefore subject to general creditor claims.

Update from Exeter 1031 Exchange
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Posted in Exeter 1031 Exchange News, Spring 2009 on April 2009
Stats: 15,312 views and 2 Comments

Thank you for the warm welcome that Kim Englert and I received at the recent S.E.C. marketing meeting in Tulsa, OK. Kim and I look forward to working with each of you on your next 1031 exchange transaction, and to serving as your technical support team and sounding board for 1031 exchange related matters.