5 Talents Podcast - How To Build Wealth Through Real Estate

William Exeter - Defer Taxes By Utilizing The 1031 Exchange

December 06, 2022 Abel Pacheco Episode 222
5 Talents Podcast - How To Build Wealth Through Real Estate
William Exeter - Defer Taxes By Utilizing The 1031 Exchange
Show Notes

William “Bill” L. Exeter serves as Chief Executive Officer, Chief Trust Officer, Chief Financial Officer, and Treasurer for various companies within The Exeter Group of Companies, including The Exeter Group, LLC and Exeter 1031 Exchange Services, LLC headquartered in San Diego, California, Exeter Trust Company and Exeter Asset Services Corporation headquartered in Cheyenne, Wyoming, and their affiliate companies. He is one of the founders of The Exeter Group of Companies and has been with the company since its inception in 2004. He is based in The Exeter Group of Companies’ national corporate headquarters office in San Diego, California.

[00:00 - 06:04] Opening Segment

  • Introducing William to the show!
  • Partnering with someone who has a grasp of numbers and accounting

[06:05- 13:41] Defer Taxes By Utilizing The 10 31 Exchange

  • The 1031 exchange is a tax deferral strategy that allows homeowners to sell their property and reinvest the proceeds in something else
  • Selling at the top of the market can result in a large capital gain tax bill
  • Real estate professionals who is actively managing their portfolios

[13:42 - 29:33] Identifying Goals And Objectives With The 1031 Exchange

  • The 1031 exchange is a way to sell real estate and buy real estate at the same time
  • The ways to fix the ownership of the property so that it qualifies for a 1031 exchange
  • A 1031 exchange is a way to sell the property and defer taxes by exchanging shares of the property for cash
  • How important it is to have a legal expert and a CPA on your team

[29:34 - 33:38] Closing Segment

  • William stresses the importance of having a team
  • See the links below to connect with William!


“You can look at 1031 exchange. Selling your property, and reinvesting in something that makes more sense for you. It really needs to put you in a better position. ” - William "Bill" Exeter

“I've always been fascinated with tax-deferred tax exclusion strategies. If you're going to work so hard and try to create your wealth, then you got to try to defer or exclude the taxes and that helps you build wealth even faster than if you paid the tax that you went along." - William "Bill" Exeter

Connect with William through Website & YouTube!

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