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Join Us at Our Upcoming Golf Tournament

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We wanted to talk to you about a special event we have coming up. In September, we will help sponsor the Stars and Stripes OC charity golf event to benefit veterans, and we are here to give you all the details.

This year’s event will be held at the Tustin Country Club out here in Central Orange County. It will start on September 9th at 8 a.m. and go throughout the day and into the evening. Each $250 ticket includes three meals. Breakfast and dinner will be provided by the Country Club, and lunch from In-N-Out. The ticket also includes gifts, a swag bag, 18 holes of golf, as well as some adult beverages. There will be an auction event to go along with dinner as well.

The event starts at 8 a.m. on September 9th.

If you would like to participate in this great charity event, head on over to to register. If you’re a business owner, you have the opportunity to sponsor the tournament as well.

So get yourself and your swing ready, and join us to support a great cause. If you have any questions, give us a call or send us an email anytime. We look forward to hearing from you.

What Should You Know about the 1031 Exchange?

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A 1031 exchange is a tax shelter used by investors when they sell their investment properties. They can defer all their capital gain in the property they’re going to buy.

Debbie A. Bannister, Vice President of Exchange Resources Inc., is here with us to discuss the 1031 exchange, and what you need to know about it.

A forward exchange with Exchange Resources Inc. for one sale and one purchase has a flat fee of $750, with an additional $250 fee for any additional properties. But why would you use Exchange Resources Inc. to help you with this?

They have become 
experts on tax codes.

First of all, they are a national company. They also have a phenomenal legal staff that clients can access at any time during the exchange. Finally, they have become experts on tax codes, and they can consult and educate their clients to make sure they are following it correctly.

If you have any further questions, don’t hesitate to give us a call or send us an email. We look forward to hearing from you!