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About Us

Our role is primarily is as asset tax consultants for tax reduction services. rehab and development with several premium asset alternatives. Your financial and tax advisor have many financial and tax alternatives, rules and regulations to adhere, much changing at the flick of a few political pens.  We experience in several areas of alternative tax advantages to assist you and your advisor. A M&A background and experience in agriculture and energy allow FEC and Ken Wheeler Jr. to be familiar with tax advantages some tax professionals may not encounter.

A Real Estate Broker since 1984, Ken Wheeler's and 1031FEC's mission is to offer asset tax planning and assist with alternative methods to prepare and efficiently transfer business ownership and business property ownership. Initially, FEC initially was formed to be an Accommodator (Exchange Intermediary) for 1031, 453m and like transactions.  The direction changed quickly to assisting the owners, owner's advisors and principals to perform due diligence of many organizational profit and tax saving transfer alternatives.  We at FEC feel many owners sacrifice too large of a percentage of transfer proceeds, income and wealth by insufficient organizational transfer profit planning. FEC feels that many owners unnecessarily contribute resulting transfer and income taxes. FEC incorporates owner proceeds and tax savings advantages into a transfer agreement (that may include a property exchange) by negotiation as a mergers and acquisitions (M&A) intermediary while considering each party's specific goals.  An owner could choose to sell, lease, merge, acquire, effect a buy-sell agreement, issue stock, or develop an employee stock option plan, now, or in the future. FEC can assist with most alternatives. The ultimate goal is that the owner and the owner's family receive and maintain maximum proceeds and wealth contributing the financial portion of the family legacy plan. 

FEC continues to expand to other states and provide assistance to business entities in and outside the USA.  The 1031FEC Premium Income Investment program and other quality real properties allow USA property owners to save and accumulate wealth by participating in America's popular tax-deferral of property gain.

Principal 1031FEC

 K. B. (Ken) Wheeler IBC 

Since 1983 Ken Wheeler has assisted professional advisors to business owners and principals transitioning stock and asset ownership while considering alternatives to maintain financial and estate planning goals.  Ken feels that tax considerations are second only to what an owner perceives most important for one's family estate plan goals.  He Studied Agriculture Business at Iowa State University.  A licensed real estate professional for 35 years, and was securities registered financial advisor for over 26 years yields experience with property transfer, mergers, acquisitions, business plans, master (comprehensive) planning, family legacy planning, business continuation, business valuation, finance and tax-deferred exchanges.  From Iowa, the principal founder of Financial Exchange Coterie, 1031FEC, 1Lesstax, LegacyChange and is a Certified Probate Real Estate Specialist   Past Member:  Greater Des Moines Partnership   Member: Grimes Chamber of Commerce

Certified Probate Real Estate Specialist  

Veteran

Consultant 1031FEC SouthWestern USA

John (Jack) E. Lucente IBC

Jack Lucente, M&A Intermediary and Consultant, has managed firms and assisted clients in the securities, finance and real estate industry since 1972.  Raised in Minnesota and a University of Minnesota graduate,  Jack resides in a Phoenix, assisting Southwestern USA business and property principals to transfer ownership with mergers and acquisitions financially advantaged techniques including tax saving procedures utilized as a 1031FEC consultant and premium property locator.

Consultant 1031FEC - Iowa Golden Circle

Real Estate Investment Exchange Property Research and Records 1031FEC vice.  Jim's

             includes mortgage brokerage and customer service communication with compute

Real Estate Administration & Marketing Development 1031FEC e

Project Due Diligence & Accounting 1031FEC

Pay No Tax - Properly Structured 1031 Tax Free Gain and Partial Tax-Free Income

Financial Exchange Coterie - 1031FEC

Duties of an Executor and Trustee