William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC
Exeter IRA Services, LLC
William (Bill) L. Exeter is the President and Chief Executive Officer for The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC, Exeter IRA Services, LLC and their affiliate companies. Mr. Exeter is based in the company's national corporate headquarters office located in San Diego, California.
Fiduciary Services Executive
Mr. Exeter has been safeguarding clients' assets and resources in the trust and fiduciary services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs and general custody services.
Expert Witness Testimony
Mr. Exeter also serves as an industry consultant, advisor, trainer, instructor and expert witness. His work as an expert witness focuses on matters related to 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs and Title Holding Trusts or Land Trusts. His expert witness work has included testimony at numerous depositions and trials.
Professional Speaker, Author, and Continuing Education Instructor
Bill has written, lectured, taught and trained taxpayers extensively on 1031 and 1033 Exchange transactions pursuant to Sections 1031 and 1033 of the Internal Revenue Code, tenant-in-common (TIC) investment properties as like-kind replacement property solutions for 1031 and 1033 exchange transactions pursuant to IRS Revenue Procedure 2002-22, Self-Directed IRAs, and Title Holding Trusts or Land Trusts.
In addition, Bill is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO, on the "BizTalk Radio" on Business Talk Radio AM 1000 KCEO San Diego and numerous other radio and television appearances.
Bill has administered in excess of 125,000 1031 Exchange transactions during his 34 years in the 1031 Exchange industry.
Immediately prior to founding The Exeter Group of Companies Bill served as President and Chief Executive Officer of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California for four years and prior to that as Executive Vice President and Chief Operating Officer of The Chicago Trust Company of California and its 1031 Exchange subsidiary in San Diego, California for 13 years that were part of the Chicago Title and Trust Family of Companies.
In addition, he served as a senior executive with two 1031 Exchange companies in the 1980s during the 1031 Exchange industry’s infancy, and is one of the founding members of the industry's trade association, the Federation of Exchange Accommodators. Bill has administered in excess of 125,000 1031 Exchange transactions during his career.
Bill was Assistant Vice President and Controller of Provident Savings Bank in Riverside, California and Assistant Vice President and Controller of OneCentral Bank in Glendale, California during the 1980's.
His professional experience includes 1031 Exchange, 1033 exchange, 721 Exchanges, 121 Exclusions, title insurance and escrow services, fiduciary, trust and retirement account administration, trust operations, investment management services, commercial banking, and insurance administration.
Bill was one of the founders of the industry trade group – Federation of Exchange Accommodators – and is involved with numerous professional organizations including the Society of Exchange Counselors (SEC), National Counsel of Exchangors (NCE), Real Estate Investment Securities Association (REISA, formerly TICA), Income Property Management Expo, AIR Commercial Real Estate, ICSC, the San Diego Chapters of CCIM and CREW, NAIOP, SIOR, California Escrow Association, San Diego County Escrow Association, and NorCal Escrow Association, and the San Diego Creative Investors Association (“SDCIA”).
Education and Certifications
Bill attended community college and then transferred to the California State University system and obtained a Bachelors of Science degree in Accounting. He also graduated from the Cannon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation.
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