Press Releases, News and Events
October 9, 2024--Brett L. Davis Joins The Exeter Group, LLC as Senior Vice President, Trust Operations
Manager
January 29, 2024--San Diego, California--Exeter 1031 Exchange Recognized Once Again for Financial Safety and Proficiency in Advanced 1031 Exchange Strategies
November 12, 2023--San Diego, California--Growing Investor Interest in 1031 Exchange
Transactions Involving Seller Carry Back Financing
November 11, 2023--San Diego, California--The Exeter Group Expands Support for Veterans and First
Responders
October 16, 2023--San Diego, California--Exeter Explains IRS California Extension Notice for 1031 Exchanges
October 27, 2022--San Diego, California-- Exeter 1031 hailed for exceptional ability to support advanced 1031 Exchange strategies
October 25, 2022--San Diego, California-- Maureen H. Brown Named President and Chief Operating Officer of The Exeter Group of Companies
April 10,
2020--San Diego, California--Exeter 1031 Exchange Services, LLC announced today that the U.S.
Treasury (IRS) issued Notice 2020-23 extending 1031 Exchange deadlines due to COVID-19.
January 25, 2020--San Diego,
California--Exeter 1031 Exchange Services, LLC announced today that Lauren Speidel has been promoted to
Regional Manager of its Midwest Regional Office located in Chicago, Illinois.
December 9, 2019--San Diego,
California--The Exeter Group, LLC announced today that Jacqueline Ross, CCIM, SEC, has joined its Executive
Management Team as Senior Vice President and Manager Retirement Services.
September 24, 2019--San Diego, California--The California Franchise Tax Board issued CA FTB Notice 2019-05 today
Imposing Failure to Withhold Penalties on 1031 Exchange Qualified Intermediaries.
September 19, 2019--San Diego,
California--Exeter 1031 Exchange Services, LLC named one of the best 1031 Exchange Qualified Intermediary
companies.
July 8, 2019--San Diego, California--The Exeter
Group, LLC announced today that Mark C. Turok has joined the Company as a Business Development Officer.
May 6, 2019--Cheyenne, Wyoming--Exeter
Trust Company announced today that Bridget McGuire joined its Trust Administration team as an Administrative
Assistant.
April 7, 2019--San Diego, California--Exeter 1031 Exchange Services, LLC
publishes article entitled "Qualified Intermediaries Are Not Created Equal."
March 12,
2019--Cheyenne, Wyoming--Exeter Trust Company announced today that the State of Wyoming
Division of Banking formally issued its Certificate of Authority to Exeter Trust Company to establish and
operate a trust business.
March 5, 2019--Cheyenne, Wyoming--The Exeter Group, LLC announced today
that the State of Wyoming Attorney General issued an Order granting a trust company charter to Exeter Trust
Company, a Wyoming corporation.
March 12, 2019--Cheyenne, Wyoming--The Exeter Group, LLC announced today that the Wyoming Division of Banking
issued a trust company charter to Exeter Trust Company.
February 26, 2019--San Diego, California--Exeter 1031 Exchange Services, LLC announced the promotion of Bann
Sabaga to Assistant Vice President and Assistant Manager for the 1031 Exchange Services Group.
January 30,
2019--Cheyenne, Wyoming--The Exeter Group, LLC announced today that the Wyoming State Banking
Board held its public hearing regarding the Application For Charter To Operate A State Trust Company for
Exeter Trust Company (proposed, in formation).
December 1,
2018--Cheyenne, Wyoming--The Exeter Group, LLC published its formal Notice of Application and
Public Hearing regarding the Application for Wyoming State Trust Company Charter for Exeter Trust Company
(proposed, information).
December 1,
2018--San Diego, California--Exeter 1031 Exchange Services, LLC announced the opening of its
Mountain Regional Office located in Cheyenne, Wyoming.
November 1,
2018--San Diego, California--Exeter 1031 Exchange Services, LLC announced its continued
national expansion with the opening of its new Southwest Regional Office in Phoenix, Arizona.
September 16, 2018--San Diego,
California--The Exeter Group, LLC announced today that Anton "Tony" Hammock joined the executive
management team of The Exeter Group, LLC as Senior Vice President, Chief Trust Officer and Trust Operations
Manager.
July 25 , 2018--San Diego,
California--Exeter 1031 Exchange Services, LLC announces that Zeebah Aleshi-Henderson has joined Exeter 1031
Exchange Services, LLC.
May 21, 2018--San Diego,
California--Exeter 1031 Exchange Services, LLC announces that Candice Price has joined Exeter 1031 Exchange
Services, LLC.
March 31,
2018--San Diego, California--Exeter 1031 Exchange Services, LLC releases its newest edition of
A Guide to 1031 Exchanges©.
December 1, 2017--San Diego,
California--Exeter 1031 Exchange Services, LLC announced that Kevin Foster has joined its 1031 Exchange
Services Group as a Business Development Officer in the Northwest Regional Office located in Seattle,
WA.
June 1, 2017--San Diego,
California--Exeter 1031 Exchange Services, LLC Opens Midwest Regional Office located in Chicago, Illinois.
May 30, 2017--San Diego,
California--Exeter 1031 Exchange Services, LLC announces that Lauren Speidel has joined its 1031 Exchange
Services Group as Business Development Officer in the Midwest Regional Office located in Chicago, Illinois.
May 8, 2017--San Diego,
California--The Exeter Group, LLC has relocated their National Corporate Headquarter Offices in San Diego,
California.
March 5, 2016--San Diego, California--The Exeter Group, LLC announced today that Marva Gesell
has joined its corporate leadership team as Vice President and Trust Operations Officer.
January 15, 2016--San Diego, California--Exeter 1031 Exchange Services, LLC announced today that
Tamara Al-Nedawi has joined its 1031 Exchange Administration Group as a Senior 1031 Exchange Assistant.
November 30, 2015--San Diego, California--Exeter 1031 Exchange Services, LLC announced today
that Roger Reinhard has joined its 1031 Exchange Administration Group as a 1031 Exchange Administrator.
October 15, 2015--San Diego, California--Exeter 1031 Exchange Services, LLC announced that Cathy
Ferrantello has joined its 1031 Exchange Administration Group as a 1031 Exchange Assistant.
July 6, 2015--San Diego, California--Escrow
industry veteran Jan Cerasaro joins Exeter 1031 Exchange Services, LLC as a 1031 Exchange Administrator in
its San Diego Headquarters Office.
February 1, 2015--San Diego,
California--Exeter 1031 Exchange Services, LLC further expands its 1031 Exchange Operations with the opening
of its Southeast Regional Office in Ft. Lauderdale, Florida and the further expansion of its Spanish
Speaking Division.
January 15, 2015--San Diego,
California--Exeter 1031 Exchange Services, LLC hires William Mejia to launch its Southeast Regional Office
in Ft. Lauderdale, Florida and to further expand its Spanish Speaking Division.
October 31,
2014--San Diego, California--Exeter 1031 Exchange Services, LLC releases its newest edition of
A Guide to 1031 Exchanges©.
October 21, 2014--San Diego,
California--Elizabeth Harris joins The Exeter Group, LLC as Assistant Vice President and National Marketing
Manager.
July 31, 2014--San Diego, California--California Franchise Tax Board
issues new filing requirements for California Like Kind Exchanges in order to comply with the California
Claw Back Provisions. (news release to be added shortly).
July 22, 2014--San Diego,
California--Teresa Rodriguez joins Exeter 1031 Exchange Services as Assistant Vice President and Senior 1031
Exchange Officer (Hablo
Espanol).
March 12, 2014--San Diego,
California--David Blair joins Exeter Tax Deferred Solutions as a Marketing Support Specialist.
January 2, 2014--San Diego,
California--State of California enacts legislation that puts the "Claw" in the California
Claw-Back Provision.
July 7, 2013--San
Diego, California--William L. Exeter joins House Calls Talk Radio Show on KABC 790 AM Talk Radio as guest
expert on 1031 Exchanges and Self-Directed IRAs.
July 3, 2013--San Diego,
California--Angela Bailey (Andre) joins Exeter 1031 Exchange Services, LLC as a 1031 Exchange
Administrator.
May 23, 2013--San Diego,
California--Brenda Doolittle joins Exeter 1031 Exchange Services, LLC as an Executive Assistant
April 29, 2013--San Diego, California--Bann
Sabaga joins Exeter 1031 Exchange Services, LLC as a 1031 Exchange Assistant.
March 20,
2013--San Diego, California--Exeter 1031 Exchange Services, LLC releases its newest edition of
A Guide to 1031 Exchanges©.
September 7, 2012--San Diego,
California--Brent Bonine joins The Exeter Group of Companies as Senior Vice President and Director of Sales
and Marketing.
July
21, 2012--San Diego, California--Consumer Financial Protection Bureau or "CFPB"
issues Report Pursuant to Section 1079 of the Dodd-Frank Act; CFPB recommends no new legislation or
regulation needed for 1031 Exchange Qualified Intermediary Industry.
July 1, 2011--San Diego, California--Amy
Sotereanos joins Exeter 1031 Exchange Services, LLC as a 1031 Exchange Consultant in Pittsburgh,
Pennsylvania.
May 16, 2011--San Diego,
California--Roberto M. Romero-Perez, Esq. joins Exeter 1031 Exchange Services, LLC as a Senior 1031 Exchange
Advisor in Chicago, Illinois.
January 4, 2011--San Diego,
California--Walter Ernst joins Exeter 1031 Exchange Services, LLC as a 1031 Exchange Consultant in his
Affiliate Office in Colorado Springs, Colorado.
September 7, 2010--San Diego, California--William L. Exeter chosen as
Technical Editor for Real Estate Investing Book: Real Estate Wealth: Investing In Turbulent Times.
September 1,
2010--San Diego, California--Exeter 1031 Exchange Services, LLC continues its nationwide branch
office expansion with the opening of its Los Angeles Branch Office.
August 31,
2010--San Diego, California--San Diego's most inspiring business leaders recognized at First
Annual Inspiration Awards by The Center for Wealth & Legacy.
August 16, 2010--San Diego,
California--Rosa Esqueda joins Exeter 1031 Exchange Services, LLC as its Los Angeles Branch Manager.
March 5, 2010--San Diego, California--The Internal Revenue Service issued
its long awaited guidance for failed 1031 Exchange transactions caused by Qualified Intermediaries that
fails to complete the 1031 Exchange for the taxpayer.
February 18, 2010--San Diego,
California--Fran Buerman joins Exeter 1031 Exchange Services, LLC with responsibility for its new Midwest
Branch Office to be located in Chicago, Illinois.
October 21, 2009--San Diego,
California--George Brock joins Exeter 1031 Exchange Services, LLC with responsibility for the Los Angeles
County region.
September 9, 2009--San Diego,
California--The IRS extended the 45 and 180 calendar day 1031 Exchange deadlines for storm and flood victims
located in certain parts of New York.
August 17, 2009--San Diego,
California--The Internal Revenue Service extended the 45 and 180 day deadlines for 1031 Exchanges for
taxpayers in certain parts of Kentucky.
June 1, 2009--San Diego,
California--Exeter 1031 Exchange Services, LLC rolls out the Short Sale/Foreclosure 1031 Exchange™ and
the Zero Equity 1031 Exchange™.
May 18, 2009--San Diego,
California--Exeter Fiduciary Services, LLC further expands its fiduciary services business with the roll out
of its Florida Land Trust.
March 24,
2009--San Diego, California--The Internal Revenue Service extended the 45 and 180 day 1031
Exchange deadlines for storm and flood victims located in certain North Dakota Counties.
January 19, 2009--San Diego,
California--Barbara Joyce agrees to join Exeter 1031 Exchange Services, LLC as a Senior 1031 Exchange
Advisory Officer.
January 7,
2009--San Diego, California--The Internal Revenue Service extended the 45 and 180 day 1031
exchange deadlines for storm and flood victims in Honolulu, HI.
December 1,
2008--San Diego, California--The Internal Revenue Service has announced various tax and
disaster relief programs available to fire, storm, tornado and other natural disaster victims.
November 24, 2008--San Diego,
California--LandAmerica 1031 Exchange Services discontinues its 1031 exchange business and closes its doors
due to illiquid 1031 exchange investments.
October 2, 2008--San
Diego, California--California Senate Bill SB 1007 requiring 1031 exchange Qualified Intermediaries to meet
certain minimum standards was signed into law today.
September 30,
2008--San Diego, California--Exeter Fiduciary Services, LLC further expands its fiduciary
services with the roll out of its Title Holding Trust.
July 30,
2008--San Diego, California--Housing and Economic Recovery Act of 2008 signed into law by
President George W. Bush. The Act affects tax-free exclusions on the sale of primary residences under
Section 121 of the Internal Revenue Code.
July 14,
2008--San Diego, California--Exeter 1031 Exchange Services, LLC announces a unique and first of
its kind combined service offering available to commercial real estate investors with the launch of its
integrated 1031 exchange and cost segregation services.
July 10, 2008--San
Diego, California--Exeter 1031 Exchange Services, LLC releases its newest publication entitled "A
Guide to 1031 Exchanges©."
June 27,
2008--San Diego, California--The IRS Office of Chief Counsel issued a letter of response
regarding the tax effect on failed 1031 exchanges because of a failed Qualified Intermediary (QI)
June 2,
2008--San Diego, California--The Internal Revenue Service has announced various tax and
disaster relief programs available to storm, tornado and other disaster victims.
April 8, 2008--San Diego,
California--Exeter 1031 Exchange Services, LLC continues to expand its national 1031 exchange operations
with the opening of its Kona Hawaii Branch Office.
March 6,
2008--San Diego, California--The IRS has issued a fact sheet on like kind exchanges to help
taxpayers better understand like kind exchange transactions.
March 3, 2008--San Diego,
California--Exeter 1031 Exchange Services, LLC continues the expansion of its 1031 exchange operations to
the east coast with the opening of its New York Branch Office.
February 20,
2008--San Diego, California--The IRS issued guidance regarding the qualification of 1031
exchanges of vacation property, second homes and converted primary residences.
February 1, 2008--San Diego,
California--Exeter 1031 Exchange Services, LLC expands its 1031 exchange operations into Arizona with the
opening of its Tucson, Arizona Branch Office.
January 15,
2008--San Diego, California--Exeter 1031 Exchange Services, LLC hires Samuel D. Lee as a
Business Development Officer for San Diego County who will be located in its San Diego, California corporate
headquarters office.
January 7,
2008--San Diego, California--Exeter 1031 Exchange Services, LLC Achieves Record 1031 Exchange
Revenue in 2007.
December 1,
2007--Sacramento, California--The California Franchise Tax Board is seeing a trend in tax
adjustments from Like-Kind Exchanges of TIC Interests.
November 9,
2007--San Diego, California--The U.S. Securities and Exchange Commission (SEC) has issued a
proposed exemption that would authorize securitized tenant-in-common (TIC) sponsors to compensate licensed
real estate professionals for involvement in TIC investment transactions.
October 29, 2007--San Diego, California--The Internal Revenue Service
today granted tax relief to California wildfire disaster victims with the extension of the 1031 Exchange
deadlines, including the 45 calendar day identification due date and the 180 calendar day 1031 Exchange
period.
October 22,
2007--San Diego, California--Exeter 1031 Exchange Services, LLC rolls out web page with
specific information regarding income tax relief notices, announcements and programs by the IRS and/or FTB
for wild fire storm victims in Southern California.
October 5, 2007--San Diego,
California--Exeter 1031 Exchange Services, LLC introduces The Exeter Exchange™ its newest hardcopy
Newsletter for its 1031 Exchange clients.
October 1 ,
2007--San Diego, California--Treasury Inspector General Issues Report on 1031 Like-Kind
Exchanges and recommends more oversight of 1031 Like-Kind Exchanges by IRS.
September 18,
2007--San Diego, California--Exeter 1031 Exchange Services, LLC expands its 1031 Exchange
Operations in the Central California market with the opening of its Bakersfield, California Branch Office.
September 4,
2007--San Diego, California--Exeter 1031 Exchange Services, LLC sets another record month in
August 2007.
August 25,
2007--Fresno, California--Fresno Edition of Broker Agent Magazine writes and publishes feature
article on Steven W. Monk.
August 1,
2007--San Diego, California--Exeter 1031 Exchange Services, LLC achieves yet another record
month.
July 23,
2007--San Diego, California--Exeter 1031 Exchange Services, LLC launched its Exeter Discussion
Board to promote the exchange of real estate related ideas and issues.
July 1,
2007--San Diego, California--Exeter Exchange Management Corporation is set to rollout its own
live call-in radio talk show under the brand name "The Exeter Group™."
June 15, 2007--San
Diego, California--Exeter 1031 Exchange Services, LLC's new online order entry system goes live.
Clients can open a 1031 exchange online 24/7.
May 8, 2007--St.
Louis, Missouri--The Internal Revenue Service today granted tax relief to Kansas storm and tornado victims
by extending 1031 exchange deadlines.
April 16,
2007--San Diego, California--Exeter 1031 Exchange Services, LLC announces its expansion to
Riverside and San Bernardino Counties with the opening of its newest office in Ontario, California.
April 9, 2007--San
Diego, California--Exeter 1031 Exchange Services, LLC
hires Denise Gianni as a Business Development Officer for its Riverside and San Bernardino Counties Branch
Office in Ontario, California.
March 27,
2007--San Diego, California--State of Mississippi conforms State tax code to follow Section
1031 of the Internal Revenue Code.
March 12, 2007--San Diego,
California--Exeter 1031 Exchange Services, LLC
further expands its national branch office network on the east coast with the opening of its New Jersey
branch office.
March 8, 2007--Montgomery,
Alabama--The Internal Revenue Service today
granted tax relief to Alabama storm and tornado victims with the extension of the 1031 exchange deadlines.
March 8, 2007--Atlanta,
Georgia--The Internal Revenue Service announced
today that it granted tax relief to Georgia storm and tornado victims by extending 1031 exchange deadlines.
March 2, 2007--New Orleans,
Louisiana--Internal Revenue Service grants
relief to Louisiana storm and tornado victims by extending their 1031 exchange deadlines.
February 7, 2007--San
Diego, California--Exeter 1031 Exchange Services,
LLC signs lease on its new Southern California Branch Office located in Irvine, California.
February 6,
2007--Jacksonville, Florida--Internal Revenue Service grants relief to Florida storm and flood
victims for 1031 exchange deadlines.
January 25, 2007--San Diego,
California--Exeter 1031 Exchange Services, LLC hires Kim Englert as a Business Development Officer for its
Los Angeles and Orange Counties Branch Office located in Irvine, California.
January 22,
2007--San Diego, California--Internal Revenue Service grants relief to New York storm and flood
victims for 1031 exchange deadlines.
January 22,
2007--San Diego, California--Internal Revenue Service grants relief to Washington State storm
and flood victims for 1031 exchange deadlines.
January 2, 2007--San Diego,
California--Exeter 1031 Exchange Services, LLC's website hits new milestone by exceeding 500 individual web
pages of 1031 exchange content
December 4, 2006--San Diego,
California--William L. Exeter was a featured expert in a roundtable discussion on tenant-in-common
investment properties hosted by the California Real Estate Journal
November 5, 2006--San Diego,
California--Exeter 1031 Exchange Services, LLC moves into larger facilities to accommodate its explosive
growth in its 1031 exchange operations
November 1, 2006--San Diego,
California--Exeter 1031 Exchange Services, LLC introduces Call Exeter 24/7 providing
round-the-clock access to its senior 1031 exchange advisors
October 24,
2006--San Diego, California--Exeter 1031 Exchange Services, LLC announced today that William L.
Exeter, president and chief executive officer of Exeter, will be participating as a guest expert in the
Tenant-In-Common (TIC) Roundtable hosted and moderated by the California Real Estate Journal
October 17,
2006--San Diego, California--Exeter 1031 Exchange Services, LLC announced today that the
Department of the Treasury and the Internal Revenue Service issued proposed regulations that significantly
restricted the use of Private Annuity Trusts.
September 22, 2006--San Diego, California--Exeter 1031 Exchange Services,
LLC announces California's State Assembly introduced Assembly Bill AB 2962 that would amend its mandatory
withholding requirements on the disposition (sale) of real estate
September 1,
2006--San Diego, California--Exeter 1031 Exchange Services, LLC announces another record month
in terms of new business, revenue, balances and profitability.
August 31, 2006--San
Diego, California--Exeter 1031 Exchange Services, LLC featured in article on 1031 Exchanges in Real Estate
Executive Magazine
July 5, 2006--San Diego,
California--Exeter 1031 Exchange Services, LLC announced that Tara McDowd Joined it's 1031 Exchange
Operations Group in the position of Operations Administrator.
June 15, 2006--San Diego,
California--Exeter 1031 Exchange Services, LLC Hires Jennifer Oveson as its Business Development Officer for
1031 Exchange Services in San Diego County
June 12, 2006--San Diego,
California--Exeter 1031 Exchange Services, LLC Hires Shelby Shoemake as a 1031 Exchange Administrator
June 02, 2006--San Diego,
California--Exeter 1031 Exchange Services, LLC Launches New Internet Website with Extensive Exeter 1031
Resource Library
May
15, 2006--San Diego, California--Exeter 1031 Exchange Services, LLC Launches New Client and
Advisor Services Campaign: Go ahead, Ask! We Have Answers!
May 1, 2006--San Diego, California--Exeter 1031 Exchange Services, LLC
announces its expansion in to Central California with the opening of its branch office in Fresno,
California
April 25, 2006--San
Diego, California--Exeter 1031 Exchange Services, LLC Hires Suzanne M. Davis as Assistant Vice President and
National 1031 Exchange Operations Manager
April 22, 2006--San Diego, California--Exeter 1031 Exchange Services, LLC
Hires Steven W. Monk as Vice President and Regional Manager for its Central California Branch Office located
in Fresno, California.
April 19,
2006--San Diego, California--Exeter Consulting Group, LLC and Exeter Advanced Exchange Parking
Services, LLC were established to assist clients with more sophisticated 1031 exchange planning and
implementation needs.
April 3, 2006--San Diego, California--Exeter 1031 Exchange Services, LLC
announces its expansion on the east coast with the opening of its first east coast branch in Winston-Salem,
North Carolina.
March 20, 2006--San
Diego, California--Exeter 1031 Exchange Services, LLC Hires Alexandra Aiken as Assistant Vice President and
National 1031 Exchange Legal Department Manager.
March 13, 2006--San
Diego, California--Exeter 1031 Exchange Services, LLC Recruits J. Daniel Choplin as Branch Manager for its
East Coast Branch Office located in Winston-Salem, North Carolina.
February 15,
2006--San Diego, California--Exeter 1031 Exchange Services, LLC Hires Maureen H. Brown as
Assistant Vice President and National 1031 Exchange Manager.
February 9,
2006--San Diego, California--Exeter 1031 Exchange Services, LLC puts $30 million fidelity bond
and $3 million errors and omissions insurance coverage in place to protect client funds.
February 6, 2006--San
Diego, California--Exeter 1031 Exchange Services, LLC signs lease on its new National Corporate Headquarters
Office in San Diego, California.
February 6, 2006--San Diego,
California--Exeter 1031 Exchange Services, LLC Launches Exeter News Wire service to Keep Its Clients and
their Advisors Better Informed on Its Growth and Expansion.
December,
2005--Sacramento, California--California Franchise Tax Board places 1031 Exchanges on its list
of top audit issues because of accuracy and related party issues.
December 19, 2005--San
Diego, California--Exeter Advanced Exchange Strategies, LLC came into being today for the express purpose of
serving as the Qualified Intermediary for more complicated 1031 exchange strategies and structures.
November 21, 2005--San Diego,
California--Exeter 1031 Exchange Services, LLC was established today to serve as the Qualified Intermediary
or Accommodator for real estate investors' 1031 exchange transactions.
November 7, 2005--San Diego,
California--Exeter Exchange Management Corporation was incorporated by William L. Exeter to serve as the
manager for the limited liability companies with in The Exeter Group of Companies.
October 20, 2005--San Diego,
California--Exeter Reverse 1031 Exchange Services, LLC was formed to serve as the Exchange Accommodation
Titleholder for real estate investors' reverse and improvement 1031 exchange transactions.
June 23, 2004--San Diego,
California--It all began today with the formation of the The Exeter Group, LLC as a holding and operating
company for real estate related businesses.
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