Resource Center


We are currently conducting a survey.

We value your feedback and would appreciate if you took a few moments to respond to some questions
about the video.

Click here to take survey.

March 2014

The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

Download the Podcast

Jim Bell, CFP®
President and Founder

Guest Speaker:
Scott Fong
President and Founder, SIFF Investment Services

Are you considering selling your investment property and then purchasing other similar property? From swapping investment properties to exchanging land, 1031 Exchanges can help defer your tax liability. Webinar topics will include:

  • What is a 1031 Exchange, and how can it be useful?
  • What is the right time to do an exchange?
  • Options that may increase your rental income and returns.
  • Who is a good candidate for an exchange?
  • Why you can never win on both sides of an exchange.
  • Why complexities require professional help.

Market Analysis

White paper feature image
The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …Read More


bellinvest publicaion
529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More