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Exeter Empower – Volume 2, Issue 6

Exeter EMPOWER Newsletter
A Newsletter by The Exeter Group, LLC
Welcome to Exeter EMPOWER, your trusted source for expert guidance on 1031 exchanges, Delaware Statutory Trusts, self-directed IRAs, self-directed individual 401(k) plans, private fund custody, directed and administrative trustee services, title holding trusts, specialty holding escrows, and custody services.
In this edition:
• Upcoming Webinar: Real Estate Tax Moves That Actually Matter
• 1031 Exchange Basics: Rules, Structures, Guidelines, and the Role of the Qualified Intermediary
• Comparing Retirement Plans: Learn What Plans Might Be Best For You
 
Real Estate Tax Moves That Actually Matter
What Investors Need to Know About Status, Depreciation, and Exchanges
Join Nicole Green, Tax Advisor with Robert Hall & Associates, for a practical breakdown of the most impactful tax strategies available to real estate investors today. This session covers Real Estate Professional Status, cost segregation and accelerated depreciation, and how 1031 exchanges can be used to defer taxes while continuing to grow your portfolio – including the risks and compliance considerations that are often overlooked. Side-by-side tax summaries and real-world scenarios will illustrate when these strategies work and when they can create unnecessary exposure.
Wednesday, June 3, 2026  |  11:00 AM – 12:00 PM PT
Live Q&A follows from 12:00 PM to 1:00 PM PT
Register Now
 
1031 Exchange Basics: Rules, Structures, Guidelines, and the Role of the Qualified Intermediary
A 1031 exchange is one of the most powerful tax-deferral strategies available to real estate investors, allowing you to sell an investment property and reinvest the proceeds into a like-kind replacement property – while deferring federal capital gains taxes. But successfully completing an exchange requires a thorough understanding of the rules, timelines, and structures involved.
This comprehensive guide covers the core requirements of Section 1031 of the Internal Revenue Code, including the 45-day identification window and 180-day exchange period, eligible property types, and the critical role of the Qualified Intermediary (QI). Whether you are considering a forward exchange, a reverse exchange, or a construction/improvement exchange, understanding the structural guidelines is essential to protecting your tax deferral.
Learn how a Qualified Intermediary facilitates the exchange process, safeguards your exchange funds, and ensures your transaction meets IRS compliance standards – so you can invest with confidence.
Read the Full Article
 
Comparing Retirement Plans: Learn What Plans Might Be Best For You
Not all retirement plans are created equal – and choosing the right one can have a significant impact on your long-term financial strategy. This educational webinar explores the key differences between individual and small business retirement plans, including SEP-IRAs, SIMPLE IRAs, and Single-Participant 401(k) plans. You will gain a clear understanding of contribution limits, salary reduction components, employer and employee structures, and which plan type best fits each scenario. The session also highlights the often-overlooked 401(k) loan feature, makes a compelling case for the continued relevance of SEPs, and discusses how real property, private debt, and real estate-backed loans can serve as plan assets. A live Q&A session is included.
Watch the Webinar
 
Contact Our Experts
 
Thank you for reading Exeter EMPOWER!
Stay tuned for more insights coming your way soon. If you have any questions or comments, please reach out to us!
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Picture of William “Bill” L. Exeter

William “Bill” L. Exeter

Founder and Chief Executive Officer of The Exeter Group of Companies and a long-time leader in 1031 exchanges, qualified trust accounts for 1031 exchanges, self-directed IRAs, self-directed individual 401(k) plans, custody services for retirement plans, private fund custody services, directed administrative trustee services, non-traditional investments or alternative investments, specialty holding escrows and title holding trusts (land trusts). He has spent his career helping individual, corporate, and institutional real estate investors and their advisors navigate complex tax-deferred transactions with clarity, care, and a strong focus on protecting client assets. Bill is known for his practical, plain-English approach to education and his belief that investors deserve transparency, responsiveness, and trust at every step of the process.
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