Articles in the Spring 2017 Category

Inside this Issue – Spring 2017
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Posted in Inside this Issue, Spring 2017 on April 2017
Stats: 752 views and Comments Off on Inside this Issue – Spring 2017

Welcome to the spring 2017 issue of the S.E.C. Observer. In this issue, Nick J. Esterline, S.E.C., the 2017 president of the Society, imparts an important life lesson that his mother taught him about patience. Ernie Eden, S.E.C., summarizes the “fifteen-year history of a triplex” and a series of creative financing techniques that he used […]

Patience Is a Virtue
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Posted in S.E.C. President's Message, Spring 2017 on April 2017
Stats: 1,067 views and 1 Comment

When I was a little boy—in fact, all throughout the years as I grew up—my Mother had a saying that used to drive me NUTS!  Anytime I was anxious for something to happen (ie., Christmas, birthday, school to get out, etc.), she would always say to me, “Nick, patience is a virtue, and one that […]

Fifteen-Year History of a Triplex
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Posted in Feature Articles, Spring 2017 on April 2017
Stats: 827 views and Comments Off on Fifteen-Year History of a Triplex

This is a whole series of creative financing techniques used on one property over a 15-year period. In 1999, I had a client who was in a pickle. She was living in an assisted living facility, but she still owned a residential triplex where she had lived for many years previously. She had given power […]

Improvement — Not Perfection
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Posted in Society Columns, Spring 2017 on April 2017
Stats: 835 views and Comments Off on Improvement — Not Perfection

Recently I was at a dinner with a group. One of the attendees was clearing and wiping the table. I was having a little fun with him, and said, “You missed a spot” and pointed. He calmly looked at me and said, “I’m working on improvement, not perfection.” A lot of life is like this—can […]

Bargain Sale Technique
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Posted in Formulas and Strategies, Spring 2017 on April 2017
Stats: 986 views and Comments Off on Bargain Sale Technique

Bargain Sale Technique A Rarely Used Technique to Solve a Client Property Liquidation Issue Chase Magnuson, CFO Society of Exchange Counselors members often are retained by clients with complex ownership issues.  As problem solvers, members use many seldom-used, creative concepts to reach an acceptable resolution for their clients.  The use of charitable bargain sales arrangements […]

Information to Obtain Through Counseling
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Posted in Formulas and Strategies, Spring 2017 on April 2017
Stats: 1,866 views and Comments Off on Information to Obtain Through Counseling

This is a guide list. You will have to develop the specific things you need depending on the
requirements of each individual client case.

S.E.C. Education Foundation News
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Posted in S.E.C. Education Foundation, Spring 2017 on April 2017
Stats: 738 views and Comments Off on S.E.C. Education Foundation News

Paul M. Winger, S.E.C. 2017 S.E.C. Education Foundation President Homework.  Remember how much you dreaded doing your homework when you were a kid?  As an adult, the only thing more inconvenient might be continuing education requirements.  Getting started and getting through it could be arduous and tedious, but I for one, always felt like it […]

S.E.C. Marketing Conference May 2017
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Posted in Society News Briefs, Spring 2017 on April 2017
Stats: 682 views and Comments Off on S.E.C. Marketing Conference May 2017

S.E.C. National Invitational Marketing Session Reno, Nevada May 21–24, 2017 The S.E.C. National Invitational Marketing Session will be held at: Peppermill Reno 2707 South Virginia Street Reno, NV  89502 Call (866) 821-9996 to make your reservation. Make your hotel reservations early, as we only have a limited number of rooms available. The cutoff date for […]

Cutting Edge Strategies
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Posted in Society News Briefs, Spring 2017 on April 2017
Stats: 635 views and Comments Off on Cutting Edge Strategies

Cutting Edge Strategies – Tax, Asset Protection & Trust/Estate Planning Reno, Nevada May 21, 2017 The S.E.C. Education Foundation and the Society of Exchange Counselors are pleased to announce that Peter Karl, III, Esq., will present Cutting Edge Strategies – Tax, Asset Protection & Trust/Estate Planning from 9:00 a.m. to 5:00 p.m. on May 21, […]

S.E.C. Marketing Conference September 2017
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Posted in Society News Briefs, Spring 2017 on April 2017
Stats: 618 views and Comments Off on S.E.C. Marketing Conference September 2017

S.E.C. National Invitational Marketing Session Indianapolis, Indiana September 10–13, 2017 The S.E.C. National Invitational Marketing Session will be held at the: Alexander Hotel 333 S. Delaware Street Indianapolis, IN  46024 Call (855) 200-3002 to make your reservation. Make your hotel reservations early, as we only have a limited number of rooms available. The cutoff date […]