Navigating 1031 Exchange & FIRPTA
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:
- 1031 Fundamentals: The fundamentals of tax-deferred exchanges for foreign investors: structure, timeline requirements, and eligibility criteria.
- 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
- 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
Date: December 9, 2025
Time: 5:30 pm PST
Location: Online Webinar
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.
About William Exeter:
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
Bill has written, lectured, and trained investors extensively on 1031 exchanges, self-directed IRAs, and tax strategies, with particular expertise in serving international investors navigating U.S. real estate regulations
📅 Reserve Your Spot Today
Don’t miss this chance to hear from one of the most experienced voices in California real estate.
👉 Register now and secure your seat for “Navigating 1031 Exchange & FIRPTA.”
About our Educational Series:
Our Real Estate Investment Group meets once a month, usually on the second Tuesday (sometimes it varies).
Every month we bring in expert speakers from the world of real estate investing and related fields to share knowledge, strategies, and real-life experience.
Events are held via Zoom
Time: 5:30 p.m. PST / 7:30 p.m. CST / 8:30 p.m. EST.
The main speaker begins at 5:45 p.m. PST / 7:45 p.m. CST / 8:45 p.m. EST, presenting for about 30 minutes, followed by open Q&A and group discussion.
Most events are free, though on occasion we may host a fee-based lecture.
These meetings are designed to educate, to challenge your thinking, and to help you become a stronger and more capable investor. Every session is an opportunity to learn from experts, ask questions, and connect ideas to your own investment journey.
If you’re serious about real estate investing, these monthly sessions are not optional, they’re essential. Every time you skip, you’re missing the chance to improve, to grow, and to move forward. Sitting out means staying in place, and in real estate, standing still often means falling behind.
So join us, bring your curiosity, ask questions, and push yourself.
This is about becoming better, smarter, and more prepared as an investor. Each month is a chance to move one step closer to where you want to be.