Expert Guide to 1031 Exchanges with Bill Exeter | Part 2 #902

William “Bill” L. Exeter is a highly respected expert in the
financial services industry with over 40 years of experience,
specializing in real estate tax strategies, including 1031
Exchanges, Self-Directed IRAs, and Title Holding Trusts. As the
CEO, Chief Trust Officer, CFO, and Treasurer of The Exeter Group
of Companies, Bill oversees operations for Exeter 1031 Exchange
Services, LLC, Exeter Trust Company, and Exeter Asset Services
Corporation.


A pioneer in the 1031 Exchange industry, Bill has administered
over 125,000 transactions and is a founding member of the
Federation of Exchange Accommodators. He is a sought-after
speaker, educator, and expert witness, sharing his knowledge on
investment strategies and alternative assets through seminars,
podcasts, and media appearances.


Bill holds a Bachelor of Science degree in Accounting from
California State University, Los Angeles, and the Certified
Securities Operations Professional (CSOP) designation from the
Cannon Financial Institute. He is based in San Diego,
California.



In this episode:


Key differences between Reverse Exchange vs. Forward Exchange

Improvement (Build) Exchange Explained: Deadlines,
complexities, and planning essentials.

The role of Exchange LLCs and fund control in 1031 exchanges.

Self-Directed IRAs and 1031 Exchanges

Step-Up in Cost Basis: How it works and its impact on 1031
exchanges.

Common Mistakes in 1031 Exchanges: Top pitfalls to avoid for
successful transactions.





The Norris Group originates and services loans in California and
Florida under California DRE License 01219911, Florida Mortgage
Lender License 1577, and NMLS License 1623669.  For more
information on hard money lending, go
www.thenorrisgroup.com and click the Hard Money tab.


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