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I have 24 years of experience with 1031 Tax Deferred Exchanges skills in San Diego, CA. I also have 24 years of experience with Tax Deferred and Tax Exclusion Specialist skills, 21 years of experience with Title Holding Trust (Land Trust) skills all of which I also do in the San Diego, CA area.
My education and credentials include I have been a senior executive in the 1031 exchange industry since 1986. I have a Bachelors of Science Degree in Accounting..

Profile Summary:
1031 Tax Deferred Exchanges San Diego, CA
Tax Deferred and Tax Exclusion Specialist San Diego, CA
Title Holding Trust (Land Trust) San Diego, CA
Deferred Sales Trust San Diego, CA
My Skills

1031 Tax Deferred Exchanges

Category: Real Estate / Property
Description
Taxpayers can sell real estate or personal property and defer the payment of their capital gain taxes and depreciatino recapture taxes by acquiring like-kind replacement property through a tax-deferred exchange pursuant to Section 1031 of the Internal Revenue Code.
Relevant Education / Credentials
I have been a senior executive in the 1031 exchange industry since 1986. I have a Bachelors of Science Degree in Accounting.
Years Experience: 24

Tax Deferred and Tax Exclusion Specialist

Category: Real Estate / Property
Description
Taxpayers need to be able to review all of the various tax-deferred and tax-exclusion strategies that are available to them when they are considering the sale of real estate or personal property.
Relevant Education / Credentials
I have been heavily involved in the tax-deferred and tax-exclusion strategic planning area since 1986 and have developed an expertise in these areas as well as the 1031 exchange industry.
Years Experience: 24

Title Holding Trust (Land Trust)

Category: Real Estate / Property
Description
Owners of real estate can acquire real property on a confidential and private basis through a Title Holding Trust
Relevant Education / Credentials
I have been administering Title Holding Trusts (Land Trusts) in the State of California since 1989.
Years Experience: 21

Deferred Sales Trust

Category: Finance / Money
Description
Taxpayers may reach the point where they wish to get out of real estate and not complete a 1031 exchange transaction, but do not want to get hit with 100% of the taxes in the same year. The Deferred Sales Trust works like a seller carry back note where the payments and therefore taxes can be deferred over a period of time.
Relevant Education / Credentials
Years Experience: 2