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The Exeter Edge™ Educational Series — Seminars, Webinars & Workshops

Get the edge you deserve when it comes to understanding the power of wealth building tax-deferral and tax-exclusion strategies.  Register today for a 1031 Exchange, 1033 Exchange, or Self-Directed IRA educational seminar, webinar or workshop.  Registration is required for all of our educational events. The Exeter Edge™ Webinar and Seminar Series is complimentary and open to everyone unless otherwise specified.  We would also be happy to present a custom 1031 Exchange, 1033 Exchange, or Self-Directed IRA education program to your group.

Go Ahead, ASK! Podcast

Request access to recorded webinars here.  You can also listen to, like and subscribe to Go Ahead, ASK! Podcast by The Exeter Group, as well as review our white board videos, radio and TV show appearances on The Exeter Group of Companies' YouTube channel.

Date Time Program Level Location

Semi-

Monthly

 

Go Ahead, ASK! Podcast

Welcome to the Go Ahead, ASK! Podcast by The Exeter Group of Companies where we unravel the confusing mysteries surrounding investment real estate with the goal of helping real property investors like yourself make better informed investment real estate decisions.

Listen, Like, Share and Subscribe

N/A

Weekly

Check for dates and times!

 

Concerned about rent controls? Tired of property management and tenant issues? Worried about California politics hurting your real estate business? What is your best move? Hold? Sell and pay the taxes? Refinance? Charitable trust strategies? 1031 Tax-Deferred Exchange into a new investment real property? Net lease properties vs. Delaware Statutory Trusts (DSTs)? 

Learn more and register here

Basic to Intermediate

Level

Webinar

Free Webinar

Thursday,

May 6, 2021

11:00 AM -

12:00 PM

PT

1031 Exchange Legislative Update — Future of the 1031 Exchange!

President Biden released The American Families Plan in late April 2021. Among many other changes, it includes provisions to:

  • Eliminate the 1031 Exchange on certain transactions.
  • Eliminate the step-up in cost basis on inherited properties for certain taxpayers.
  • Increase the top tax rate on the wealthiest Americans to 39.6 percent.
  • and more

This webinar will quickly update you regarding the changes that directly affect investment real estate contained in The American Families Plan. Join William L. Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Charles A. Jensen, Senior Vice President, Inland Securities Corporation; Dan Wagner, Senior Vice President of Government Affairs, The Inland Real Estate Companies; and other experts.

Register here

   
         

February 10,

2021

10:00 AM -

11:30 AM

ET

William L. Exeter, President and Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company, along with Danial Raupp, Co-Founder and Managing Partner, Fortitude Investment Group, will be presenting a live webinar on Unraveling the Mystery of 1031 Exchanges and the Delaware Statutory Trust.  This is a basic to intermediate level discussion on 1031 Exchanges that will help attendees unravel the mystery of structuring 1031 Exchange transactions and how Delaware Statutory Trusts can help limit the risks of completing a 1031 Exchange.  Come armed with all of your 1031 Exchange related questions. 

Register here

Basic to Intermediate

Level

Seminar

Live Webinar

January 29,

2021

10:00 AM -

11:00 AM

PT

The Future of the 1031!

With the changing political landscape, many investors and advisors are asking about the future of the 1031 Exchange.  Evan M. Liddiard, Director of Federal Tax Policy, National Association of Realtors (NAR) joins Charles Jensen, Senior Vice President, Inland Securities Corporation; William L. Exeter, President & CEO, Exeter 1031 Exchange Services, LLC and an all-star industry panel to explore possible changes to the 1031 Exchange and what to anticipate with an incoming Biden Administration and Congress.

Register here

Basic to Intermediate

Level

Seminar

Live Webinar

Saturday, December 5,

2020

8:00 AM - 9:00 AM
PT

Bill Exeter, President Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company and Doug Taber, CCIM, Your Rental Property Advisor discuss the current real estate market, real property valuations, prospective rental control issues and the effect on the real estate market, and exit strategy options, including 1031 Exchanges, with host Aubrey Morrow from Financial Designs, Ltd.

Listen Live

N/A

Live Talk Radio

AM 600 KOGO

San Diego

TBA

TBA

10:00am —

11:00am PT

Reverse 1031 Exchanges Webinar

Learn how you can buy real estate ("replacement property") first and then worry about selling your current ("relinquished") property later as part of a Reverse 1031 Exchange. This webinar will discuss the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a REVERSE 1031 Exchange transaction. 

Register Here

Interim.

Level

Online

Webinar

TBA

TBA

10:00 AM -

11:00 AM

PT

Advanced 1031 Exchange Strategies and Structures Webinar

This webinar will explore advanced 1031 Exchange strategies and structures, including combined Reverse/Improvement, Reverse/Forward,
Forward/Reverse, Reverse/Zero Equity 1031 Exchange strategies and structures, as well as acquiring Promissory Notes as like kind replacement property in your 1031 Exchange.

Register Via Email

Interim.

to

Advanced

Level

Online

Webinar

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The Exeter Learning Institute™

At The Exeter Learning Institute™ we are dedicated to educating property owners and investors so they can make better informed investment decisions in order to build and preserve their wealth through 1031 Exchanges, 1033 Exchanges, 721 Exchanges, 121 Exclusions, Self-Directed IRAs, Cost Segregation, and more.

The Exeter Edge™ eNewsletter

Click here to subscribe to The Exeter Edge™ eNewsletter.

The Exeter Edge™ Library

Click here for articles and publications.

The Exeter Edge™ Webinar and Seminar Series

Our Exeter Edge™ educational seminars, webinars, and workshops, led by our professional team of 1031 Exchange Professionals at the The Exeter Group of Companies, offer a comprehensive understanding of the tax-deferred and tax-exclusion strategies and solutions available to property owners and investors.  Presented throughout the United States, classes are open to anyone interested in learning more about the significant wealth building opportunities.

The Exeter Edge™ tax-deferred and tax-exclusion educational seminars, webinars, and workshops are most frequently presented in the following California counties: in San Diego County — San Diego, downtown San Diego, La Jolla, UTC, University City, Solana Beach, Rancho Santa Fe, Mission Valley and Del Mar; in Orange County — Newport Beach, Irvine, and Costa Mesa; in Los Angeles County — Los Angeles, Beverly Hills, Century City, Pasadena, Arcadia, Monrovia, Beverly Hills, West Los Angeles, Redondo Beach, Manhattan Beach, and Marina Del Rey; in Riverside County — City of Riverside; in San Bernardino County — Ontario, Redlands, and Rancho Cucamonga; in Kern County, including Bakersfield, California; in Central Valley and San Joaquin Valley — Fresno, Visalia, Modesto, Madera, Merced, Tulare, and Stockton; and in San Francisco — East Bay, San Francisco, Burlingame, Walnut Creek, San Jose, San Mateo; in the San Francisco/Bay Area — San Francisco, Walnut Creek, Burlingame, East Bay and Marin.

1031 Exchange seminars and 1031 Exchange workshops, Self-Directed IRA seminars and other educational programs are now presented in markets outside of California, including the states of Alaska, Arizona, including the Arizona cities of Phoenix, Tucson and Scottsdale, Chicago, Illinois, as well as the greater Chicago, Illinois area, Las Vegas, Nevada, Seattle, Washington, as well as the greater Seattle area, Seattle, Washington area, Idaho, Oregon, Cheyenne, Wyoming, Texas (Dallas, Austin, Houston, San Antonio and San Angelo), Ohio (Cleveland), Pittsburgh, Pennsylvania, North Carolina (Winston-Salem, Raleigh, Durham, and Charlotte), South Carolina, Georgia, Florida (Miami, and Ft. Lauderdale), New York and New Jersey.

We would be happy to customize a 1031 Exchange or Self-Directed IRA educational program for your organization.  Please contact the Exeter 1031 Exchange Services Regional Office nearest you for complete details. 

 

 

 



 
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