Steven W.'s Blog

Fresno and the San Joaquin Valley is growing steadily, but we're still a small community at heart.  People here like doing business with well-established local companies with solid reputations.  They look for those qualities in their legal, tax and financial advisors.  They deserve the same from ...

If anyone has 1031 or 1033 exchange questions please let me know.  My company focuses on the more difficult exchange issues.  I'm a local QI in the Fresno area, with local investors, local office and local banks to deposit funds into.   If you have any questions about exchanges please give me a c...

This could be a perfect time to to look at your investment portfolio to see if your real estate investments are working for you.  It maybe time for you to change the type of investments you are holding or the area in which you are holding them.  A 1031 tax deferred exchange could be the solultion...