Steven W.'s Blog

Section 1031 - 1031 Exchange of Property Held for InvestmentSection 1031 of the Internal Revenue Code ("1031 exchange") provides that property held as rental or investment property or property used in your business ("relinquished property") can be exchanged for "like-kind" property also held as r...

I was invited to be a guest lecturer for a finance class at California State University, Fresno on the subject of 1031 exchanges.  It was great to see such a high level of interest and optimism by the younger generation who are so excited about jumping into the Real Estate market and help turnaro...

Fresno and the San Joaquin Valley is growing steadily, but we're still a small community at heart.  People here like doing business with well-established local companies with solid reputations.  They look for those qualities in their legal, tax and financial advisors.  They deserve the same from ...

If anyone has 1031 or 1033 exchange questions please let me know.  My company focuses on the more difficult exchange issues.  I'm a local QI in the Fresno area, with local investors, local office and local banks to deposit funds into.   If you have any questions about exchanges please give me a c...

This could be a perfect time to to look at your investment portfolio to see if your real estate investments are working for you.  It maybe time for you to change the type of investments you are holding or the area in which you are holding them.  A 1031 tax deferred exchange could be the solultion...