Navigating 1031 Exchange & FIRPTA

Navigating 1031 Exchange & FIRPTA

REGISTER HERE
simplydoit.net/upcoming-events/

📅 Tuesday, December 9th
⏰ 5:30 PST
📍 Online⁠
⭐ Free⁠

Join William L. Exeter, CEO of Exeter 1031 Exchange Services, for an essential masterclass on tax-deferred strategies specifically designed for international investors in U.S. real estate. With over 40 years in financial services and 125,000+ exchange transactions facilitated, Bill brings the expertise non-U.S. investors need to navigate complex cross-border tax regulations while maximizing wealth-building opportunities.

What You’ll Learn:

1. 1031 Fundamentals: The fundamentals of tax-deferred exchanges for foreign investors: structure, timeline requirements, and eligibility criteria.

2. Tax-Smart Strategies for Non-U.S. Real Estate Investors: FIRPTA withholding solutions, self-funding strategies, Certificate of Exemption processes, and entity structuring options that can eliminate FIRPTA exposure entirely

3. Challenges Non-U.S. Real Estate Investors Need to Know About & How to Overcome Them: Navigate withholding requirements, documentation for cross-border transactions, qualified intermediary selection, and coordinating exchange timelines with home country tax obligations

Plus Q&A session with Bill & Dani

REGISTER HERE
simplydoit.net/upcoming-events/

This is a No-Sales-Pitch Event!

No worries if you can’t join live – register regardless and we’ll send you the recording link. You’ll have two weeks to view it before it expires.

REGISTRATION IS FREE! Space is limited – secure your spot today.
This is the class you’ve been waiting for! The class that can guide you toward your first or next investment property.

About Our Guest Speaker:
William “Bill” Exeter serves as Chief Executive Officer of The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC and Exeter Trust Company. With over 40 years in the financial services industry, Bill is recognized as one of the founding members of the 1031exchange industry’s trade association, the Federation of Exchange Accommodators.

Expertise & Experience:
✔Administered 125,000+ 1031 exchange transactions
✔Founding member, Federation of Exchange Accommodators
✔Expert witness in 1031 exchange, self-directed IRA, and trust matters
✔Specializes in cross-border transactions and non-traditional asset investments
✔Regular guest expert on financial radio and television programs

About Dani Beit-Or:
Dani Beit-Or has been investing out of state for more than 20 years, helping investors acquire over 5,000 properties across 40+ U.S. metros.

After surviving and thriving after the 2008 real estate crash, Dani refined his investment approach into a repeatable, resilient system that works in both strong and challenging markets.

📅 Tuesday, December 9th
⏰ 5:30 PST
📍 Online⁠
⭐ Free⁠

REGISTER HERE
simplydoit.net/upcoming-events/