Overview: Offering 1031 Exchanges To Our Accounting Clients w/ Jeffrey Bangerter
Guest Name: Jeffrey Bangerter
What are some of the additional services that accounting professionals can offer to complement the compliance work we do?
Listen as Roger and Jeff discuss how a 1031 Exchange is a perfect solution for many and one that accountants can help facilitate. This is one service that is a value add that we can charge accordingly.
Learn what, when and how a 1031 Exchange is beneficial to some of our clients.
About Our Guest: Jeffrey Bangerter
Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.
He empowers clients with knowledge to help make smart informed choices as they enter their Golden Years, making things easy to understand so it becomes clear the direction that should be taken. His goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. His clients know his team is committed to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money.
Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy-to-understand format.
Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley.
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Get a complementary copy of Jeff’s book, “Are you tired of Tenants, Toilets & Trash”?
Become a Profit & Growth Expert helping business owners with the most common challenge they face, cashflow management. Learn how to offer advisory or coaching services with confidence. Within this program we’ll cover marketing, selling, pricing, onboarding as well as client retention. This is a must do for every accountant, CPA, EA, etc. offering such services.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Remember this, Accounting Success IS Universal.
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For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777