November-December 2021, Part 2 of 2 |
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Inaugural Life Member Bestowed to Suzanne Goldstein Baker, IPX 1031® |
At the 2021 Annual Meeting, the FEA Board of Directors voted unanimously to name Suzanne Goldstein Baker, Esq. CES® an inaugural Life Member .
Suzanne is the Senior Vice President and General Counsel for Investment Property Exchange Services, Inc. (IPX1031®) and is a strong voice for the 1031 industry and the QI. She is an amazing leader in the FEA. Joining the FEA Board in 2008, Suzanne has served on the Executive Committee, Nominations Committee, and was the FEA President from 2011-2012. Prior to serving on the FEA Board, Suzanne co-chaired the Education Committee and helped draft the CES® Study Guide.
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Congratulations to FEA’s Newest Certified Exchange Specialists® (CES®) |
“Learning is a treasure that will follow its owner everywhere.” ~Chinese Proverb
The CES® Certification Council would like to commend all candidates for their commitment to the Certified Exchange Specialist® Program and the growth and professionalism of the QI industry.
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Virtual Fundraisers Sponsored by FEA 1031 PAC
Since January 2020, the FEA 1031 PAC has hosted 53 fundraisers for House and Senate members, including members of the House Ways and Means and Senate Finance Committees.
Grasstops/Op-Ed Campaign
FEA has generated more than 27 op-eds in multiple key states urging the preservation of Section 1031.
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Margo McDonnell Certified Exchange Specialist® Perpetual Award presented to Lee David Medinets, Esq., CES® at FEA Annual Conference |
Honored at the FEA Annual Meeting & Awards Presentation was Lee David Medinets, Esq., CES®, Madison Exchange, LLC, Lakewood, New Jersey, for the Margo McDonnell Certified Exchange Specialist® Perpetual Award for Outstanding Service.
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FEA President's Award Presented to Kimberly Steenhoek & Scott Saunders |
Honored at the FEA Awards Luncheon was Scott Saunders., Asset Preservation Inc., Palmer Lake, Colorado.
Also honored at the FEA Awards Luncheon was Kimberly Steenhoek, FEA’S Government Affairs Administrative Manager, Ankeny, Iowa
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FEA Membership Approves Several Bylaws Amendments |
The FEA General Membership Annual Meeting was conducted on Wednesday, September 22, 2021.
The following are bylaws changes proposed by the FEA Board of Directors and approved by the membership in via the ballot presented in August.
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THANKS TO 2020-2021 FEA Committee Leaders |
At the 2021 Annual Meeting, President Julie Baird thanked all our valued committee members and member companies for allowing them the time to devote to this industry. We appreciate their leadership and hard work this year. The achievements of the FEA Committees further the mission of the association while providing networking and professional growth opportunities for members. All members are encouraged to join a committee and contribute to the success of the FEA. You will get out of it far more than you put in.
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How to Protect Yourself from Popular Imposter Scams |
By: Raj Sharma Head of Information Security, VP, Northern Bank
Sent on behalf of Michele Fitzpatrick, 1031 Exchange Relationship Manager, VP, Northern Bank
An imposter scam occurs when an individual, or a group of people, trick victims into sending money or providing confidential information. Your confidential information is then used to steal your money or identity.
Imposter scams are conducted using various methods. A phone call used to be the most popular but has since been replaced with emails and texts.
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Mountain V Oil & Gas, Inc.
415 Heliport Loop Road; PO Box 470
Bridgeport, WV 26330
(304) 842-6320
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Revolution X
801 Cassatt Rd; Ste 205
Berwyn, PA 19312
(610) 842-4780
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FEA thanks our Affiliate Members for their support of our FEA members and the 1031 exchange industry. In return, FEA members are encouraged to support our Affiliate Members. |
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Arcadia Settlements Group
(323) 887-9200
Axos Bank
(858) 649-2046
BankUnited
(914) 305-9428
Capital One
(631) 304-3061
Capital Square
(804) 290-7900
Clark Wealth Strategies, Inc.
(402) 504-3531
Colorado Financial Service Corporation
(303) 962-7267
Customers Bank, CB Private & Commercial Banking - NY
(212) 843-4540
Effective 1031 Planning
(239) 227-7185
ExchangeRight Real Estate, LLC
Regional Office
(512) 491-3108
First Foundation Bank
(949) 468-8559
Four Spring Capital Trust
(732) 749-7339
Independent Financial
(972) 350-8391
Inland Real Estate Group
(630) 218-4953
Lockton Insurance Brokers, LLC
(415) 568-4106
Luther Burbank Savings
(858) 436-1830
McPherson 1031 Delaware Statutory Trust
(321) 297-3217
Meltzer, Lippe, Goldstein & Breitstone, LLP
(516) 747-0300
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Mercer 1031 Consulting, LLC
(866) 773-1031
Millcreek Commercial
(801) 899-1943
MNM Partners, LLC
(408) 221-3077
Mountain V Oil & Gas, Inc.
(405) 229-0563
MUFG Union Bank, N.A.
(312) 601-3956
Nano Banc
(858) 880-5900
Northern Bank and Trust
(781) 569-1852
Passco Companies, LLC
(949) 263-7904
Peregrine 1031 Energy Partners
(432) 296-0910
Platform Ventures
(803) 464-4263
Realized Holdings LLC
(512) 871-0315
Revolution X
(610) 842-4780
Robbins May & Rich LLP
(910) 692-4900
Signature Bank
(646) 822-1946
Stan Johnson Company
(646) 778-5560
Syndicated Equities
(312) 640-9028
Tangible Wealth Solutions
(720) 439-6540
TriState Capital Bank
(412) 304-0464
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Save the Date -
Las Vegas, NV 2022
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FEA 2022 Annual Conference
NOTE: This is a Tuesday, Wednesday, Thursday Program
September 20–22, 2022
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Message From Executive Director Lynn Harkin |
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Ask an Associate, Colleague or Vendor to Join FEA Today!
Membership numbers have been either stagnant or declining over the last several years. We had 156 members in 2016 and we will close 2021 with 133 members.
The best and most impactful message to join FEA comes from someone who is already a member – YOU!
Send the contact information of your vendors, associates, the companies who are on the other side of an exchange you’re doing, and any company doing exchanges in your area to Lynn Harkin director@1031.org so we can invite them to join FEA.
We need people and financial resources to remain The Voice of the 1031 Industry.
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Threats to Section 1031 Like-Kind Exchanges |
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The FEA 1031PAC contributes to Members of Congress of both political parties. The FEA 1031PAC is funded by eligible individual employees. To become eligible, individuals must be employed by FEA member companies that have filed a Permission to Solicit form. A Permission to Solicit form is required by the Federal Election Commission before FEA can solicit eligible employees of member companies.
Member companies are only permitted to grant one trade association permission to solicit their employees per calendar year. Contact Lynn Harkin at director@1031.org for more information.
FEA Member Key Contacts can find a Permission to Solicit Form here.
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Federation of Exchange Accommodators
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