1031 Exchanges & TICs
Why choose us?
Experience & Expertise
- 1031TaxSavings.com is well positioned to provide clients with a high level of professional service.
- Each property exchange is unique and important to our team of professionals.
- We are committed to give each of our clients the special attention and service required in the circumstances.
1031TaxSavings.com was founded by Frank Dunn, Certified Public Accountant, who has provided tax and consulting services to real estate investors since 1973. During this time, he has served as an instructor for income tax classes at Portland State University, and Certified Financial Planner seminars.
Mr. Dunn also authored and instructed a “Real Estate Investment” course given to CPA’s for continuing education. His experience includes twenty-three years as a real estate principal involved in purchasing, selling, exchanging, leasing, and construction of retail, office, multi-family and other properties.
He received his BBA in Finance from the University of Notre Dame, and an MBA
in Taxation from St. John’s University. He is also a Series 7 licensed
securities representative with Private Asset Group, Inc.
Private Asset Group, Inc.
3070 Bristol Street, Suite 500
Costa Mesa, CA 92626
Our team and strategic alliances include:
- CPA's
- Tax & Real Estate Attorneys
- Realtors
- Qualified Intermediaries
- Property Sponsors
Consequently, we have both depth and breadth of knowledge and experience
which can be made available to assist our clients in affecting a successful and
profitable tax-free exchange.
BENEFITS WE OFFER
SECURITIES OFFERED THROUGH Private Asset Group, Inc. (PAG), A member of FINRA/SIPC. Frank Dunn is securities licensed in CA, CT, ID, IL, KS, ME, MT, NC, NJ, NM, NY, OR, PA, TX, UT, VT, WA, WI, WY. 1031TaxSavings.com and its parent company Capstone Financial Services, LLC are independent and not affiliates of PAG, Inc.
OSJ: 3070 Bristol Street, Ste. 500, Costa Mesa, CA 92626 - 877.428.1031
This site has been prepared for informational purposes only and does not constitute an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investment strategy. Such offers may only be made by written prospectus and only in a jurisdiction where the security is duly registered or exempt from registration therein. The information contained herein was current as of publication but is subject to change without notice. The information contained herein was obtained from sources believed to be reliable; however, we make no guarantee regarding its accuracy or completeness. Furthermore, due consideration should be given to risks associated with real estate ownership such as market, interest rate, and default risks.
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