Tax Efficiency Services

Past Financial Exchange Coterie (FEC) Informational Meets Dates-Times

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Past I-Meets

I-Meet  August 2, 2019  9 am Great Exchangor meet at Der Dutchman Restaurant, Sarasota, FL  $15 meet includes breakfast; Sections 1-5 on 14 Tax Alternatives list  Tax Reduction To Enhance Real Estate Deals  Internal Revenue Code (IRC) §121 tax exemption, §1031, §1033, §721 tax deferral, §469 passive while managed tax exemption, August 2, 2019 

I-Meet August 29, 2019 North Port REIA meets next Thursday, July 25th  at the Olde World Restaurant, 14415 Tamiami Trail in North Port.  11:30 for lunch & networking, 12 PM Meeting;  14 Tax Alternatives list  Tax Reduction To Enhance Real Estate Deals  August 29, 2019

I-Meet October 9, 2019  6 PM  Class  at Investor Quarters | 1945 17th St, Sarasota, FL 34234 Tax Reduction to Enhance Real Estate Deals  Featuring 14 Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals.            

I-Meet Tuesday October 22, 2019  10 AM  Class  at Investor Quarters | 1945 17th St, Sarasota, FL 34234 Tax Reduction to Enhance Real Estate Deals  Featuring 14 Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals.            

I-Meet Wednesday, November 6, 2019  6 PM  Class  at Investor Quarters | 1945 17th St, Sarasota, FL 34234 Tax Reduction to Enhance Real Estate Deals Featuring 14 Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals. 

I-Meet Wednesday, December 4, 2019  6 PM  Class  at Investor Quarters | 1945 17th St, Sarasota, FL 34234 Tax Reduction to Enhance Real Estate Deals plus Tax Reduction of Securities, Business & Annuity Gains Featuring 14 Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals. 

I-Meet Tuesday, February 25, 2020  10 AM - 11:30 AM Class  at Investor Quarters | 1945 17th St, Sarasota, FL 34234 Tax Reduction to Enhance Real Estate Deals Featuring Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals.

I-Meet Thursday, March 19 2020  10 AM - 11:30 AM  Webinar  sponsored by FEC | 5654 Marquesas Circle, Sarasota, FL 34233 Tax Reduction to Enhance Real Estate Deals plus Tax Reduction of Securities, Business & Annuity Gains Featuring 25 Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals. 

I-Meet Thursday, March 28 2020  10 AM - 11:30 AM  Webinar  sponsored by FEC | 5654 Marquesas Circle, Sarasota, FL 34233 Tax Reduction to Enhance Real Estate Deals plus Tax Reduction of Securities, Business & Annuity Gains Featuring 25 Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals. 

I-Meet On Line Tuesday, March 31, 2020  10 AM - 11:30 AM  Webinar  sponsored by Investor Quarters | 1945 17th St, Sarasota, FL 34234 Tax Reduction to Enhance Real Estate Deals plus Tax Reduction of Securities, Business & Annuity Gains Featuring 25 Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals.  Tax Reduction Alternatives 3-31-2020

I-Meet On Line Tuesday, May 12, 2020  10 AM - 11:00 AM CT Webinar sponsored by Network Solutions and Services, Bismark, ND, and Alfred Vanderlaan, Watertown, SD, Tax Reduction to Enhance Real Estate Deals Featuring Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals.     

I-Meet On Line Tuesday, March 31, 2020  10 AM - 11:30 AM  Webinar  sponsored by Investor Quarters | 1945 17th St, Sarasota, FL 34234 Tax Reduction to Enhance Real Estate Deals plus Tax Reduction of Securities, Business & Annuity Gains Featuring 25 Tax Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals. 

I-Meet Tuesday, June 23, 2020  10 AM - 11:30 AM ET Class  at Investor Quarters | 1945 17th St, Sarasota, FL 34234 Tax Reduction to Enhance Real Estate Deals Featuring Tax Efficiency with Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals.

I-Meet Tuesday, October 6, 2020  2 PM - 3:30 PM ET Webinar for Real Estate Investors sponsored by Relax Realty Group at Investor Quarters | 1945 17th St, Sarasota, FL 34234; Topic: Tax Reduction to Enhance Real Estate Deals Featuring Tax Efficiency with Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals. 

Check back for future Webinars & Classes

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FEC (1LessTax) Informational Meets (I-Meet)  Low or no admittance fees  View future Classes & Webinars

1LessTax presentations in person or live webinar for your group can give various length presentation, 30, 40, 60 or 90 minutes plus questions, with concentration for varied meeting, personal and tax goals. CPAs invited. Invite your CPA.

For real estate owners * investors: Tax Reduction to Enhance Real Estate Deals

For business owners * sellers * buyers: Tax Reduction to Enhance Business Entry/Management/Exit (BEME)

For 501c3/philanthropic organizations: Tax Reduction is immediate through unique Charitable Giving with guaranteed Income Plans (for charitable asset donations with insured income for senior owners, special owners and heirs)

For retirement plans * securities * annuity owners: Convert an annuity or retirement plan with immediate tax reduction to a guaranteed income tax deductible legacy advantage.

For affluent asset owners with high income who wish to advantage efficient tax methods.

View more topics below.

Future I-Meets

I-Meet On Line Date to be Announced, 2020  2 PM - 3:00 PM ET Webinar for Real Estate Investors sponsored by Relax Realty Group at Investor Quarters | 1945 17th St, Sarasota, FL 34234; Topic: Tax Reduction to Enhance Real Estate Deals Featuring Tax Efficiency with Advantaged Alternatives  Tax Burden Relief - Income Alternatives to Increase Wealth, Transfer Assets, Including Real Estate, Securities & Income, for Asset Tax Plans, Exit Plans & Estate Plan Goals.  Ken Wheeler Jr. has over three decades of mergers & acquisitions experience exposing tax code that allows tax reduction and tax elimination enhancing the sale, transfer and purchase of assets as real estate. Learn tax advantages that are not commonly known or practiced by CPAs, attorneys or real estate investors. The 1031 tax deferred code was not advantaged for decades but is common now. Be on the leading edge of similar and even more significant tax advantages that if not known will allow others to not only win the best deals, but allow deals to develop that normally would not occur.

I-Meet On Line Date to be Announced, 2020  10 AM - 10:40 AM ET Webinar for the Affluent sponsored by Financial Exchange Coterie, Sarasota, FL 34233; Topic: Tax Reduction & Protection of Real Estate, Securities, Business, IRA Exit & Annuity Gains for the Affluent featuring five methods for tax burden relief - income methods increase wealth, transfer assets, including real Estate, securities & Income, for asset tax plans, business exit plans & estate plan goals.

Documents for I-Meets

2020 Tax Brackets (limited)     25 Tax Efficiency Methods     Non-Disclosure Agreement

5 Tax Efficiency Methods          6 Tax Efficiency Methods             Executor Duties

LegacyChange Plan Summary          Stop Your Inheritance From Being Stolen

 

Future Webinars & Classes

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Our real estate brokerage is Financial Exchange Coterie (FEC). Coterie is French for “group with similar interests”. FEC has multiple websites to serve asset and property owners to efficient transfer all with less tax for owners and heirs. We do not market annuities, insurance or list real estate or businesses. We may, with client request or permission, refer to those who do.

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C.P.R.E.S

Certified Probate Real Estate Specialist

Ken Wheeler Jr. Mobile (515) 238-9266

Business Entry-Management-Exit Plans - BEME

Tax Efficiency - Legal - Estate - Tax - Exit Planning

M&A       Property Management Intermediary

Financial Exchange Coterie    Florida International Trade Center

5654 Marquesas Circle    Sarasota, FL 34233

Voice Message (941) 227-3024  -  Voice 800-333-0801 -  Fax 888-898-6009

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Contact us for free consultation - E-mail: Info@1LessTax.com

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IMPORTANT LEGAL DISCLAIMER      PLEASE READ CAREFULLY

Financial Exchange Coterie, Kenneth B Wheeler Jr., and their associated websites mentioned on this page do not exist to render, and does not give legal, tax, economic, or investment advice.

The entities disclaim all liability for the actions or inactions taken or not taken as a result of communications from or to its officers, directors, members, employees, and contractors.

Information and news presented at Association meetings, on this website and/or in any publications, is not to be construed as legal advice. Legal advice should be obtained through a qualified real estate attorney.

Each individual should consult his/her own legal counsel, accountant and other advisors as to legal, tax, investment, economic, and other related matters concerning real estate and other investments.

Thank you.

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