In the wake of the devastating Los Angeles fires, many property owners are facing difficult decisions about insurance proceeds and potential tax liabilities. Join us for a timely and important educational webinar focused on helping fire victims understand their options through the 1033 Exchange, also known as the Involuntary Conversion strategy.
Our guest expert, Bill Exeter, a nationally recognized authority in tax-deferred exchanges, will provide in-depth guidance on:
Understanding potential income tax consequences from insurance proceeds
Using a 1033 Exchange to defer taxes related to natural disaster losses
What qualifies as like-kind property and qualified use
How much you really need to reinvest
Compliance issues, timelines, and requirements for a successful 1033 Exchange
Strategies for implementing a 1033 Exchange in today’s market
How a public insurance adjuster can help you recover more
Whether you’re navigating the aftermath of the fires yourself or advising clients who are, this session is designed to bring clarity and actionable insight during a difficult time.
There will be plenty of time for live Q&A, so bring your questions for Bill.
Speaker:
Bill Exeter, President and CEO of Exeter 1031 Exchange Services
Host:
Erica Traulsen, Investment Advisor Representative at Legacy Investments & Real Estate
About the Speaker
Bill Exeter
William “Bill” L. Exeter 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. Bill 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.