Understanding the World of Real Estate 1031 Exchanges
May 15, 2014
Hosted by Jason Steele
[Download MP3] [itunes] [Bookmark Episode]
Guest Information
Episode Description
Frequently, individuals and investors pool money and form partnerships or LLC’s to acquire and operate investment properties. However, unwinding them is not as easy. With special guest, Whitney Brennan, tune in to hear how to maximize returns and save taxes with a 1031 Exchange. What type of property qualifies, what is considered like-kind and what are some of the identification requirements. Whitney is a Vice President with Investment Property Exchange Services, Inc. Prior to joining IPX1031®, Whitney held key management and business development positions at other nationwide 1031 companies. With over 15 years of real estate industry experience, much of it focused on 1031 Exchanges, Whitney is an invaluable asset to investors, real estate, legal and tax advisors with her vast 1031 Exchanges knowledge and experience. Whitney frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals and investors. She received her Bachelor’s Degree in Political Science from the University of California, Berkeley.
Media and Your Money
Archives Available on VoiceAmerica Business Channel
Media and Your Money unveils the inconsistent movements and volatility with the access to information age. The program will uncover the pitfalls of buy and hold and redefine buy and rebalance. The show empowers the average investor to live a life of significance and learn how to use the streaming media to their advantage and accomplish their short and long term financial goals. We will demonstrate how to unemotionally invest with a plan, a process and with purpose.
Jason Steele
When Jason Steele formed a small boutique investment company, it was with the belief that there was a better way to provide family wealth management than just managing their investment portfolios. After 16 years at a regional wire house where buy and hold and stock selection were an everyday system of managing money, he felt the old school idea of tackling asset allocation was outdated, and founded Weston Banks Wealth Partners. Picked three years in a row as a top advisor in North Carolina by the National Association of Board Certified Advisory Practices, his firm is dedicated to providing Wealth Plans tailored to help pursue unique and specific goals. His philosophy is driven by a deep understanding that the media has a constant effect on investment portfolios and investment success. Jason has earned the Accredited Investment Fiduciary professional designation from Fiduciary 360. He has received formal training in investment fiduciary responsibility. His additional professional credentials include Series 7, 63, 65, Certified College Planning and life and accident and health insurance. Jason has lived in Raleigh, North Carolina since childhood. He and his wife, Amanda, have three sons, Granville, Fletcher and McCauley. Their sons’ middle names, Weston and Banks, are the root of the firm’s name.
Episode Directory
July 2014
June 2014
May 2014
- 5/22/2014: Does your Asset Allocation need an Airbag? Listen Now
- 5/15/2014: Understanding the World of Real Estate 1031 Exchanges Listen Now
- 5/8/2014: Special Encore Presentation: Passive investing vs Tactical Investing which is for you? Listen Now
- 5/1/2014: Passive investing vs Tactical Investing which is for you? Listen Now
