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Institutional Clients
Private Clients
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ES Group Webinars

  Bill is a frequent lecturer and a respected authority on the topic of I.R.C. Section 1031 Tax-Deferred Exchanges.  Bill is a Senior Exchange Counsel for Exchange Solutions Group, LLC (“ES Group”), providing qualified intermediary (“QI”) services throughout Maryland, the District of Columbia and nationally, ranging from simple, straightforward exchanges to complex reverse, hybrid and build to suit exchanges of real estate, as well as personal property such as airplanes and construction equipment.  He has structured hundreds of exchanges ranging from $25,000 to $375,000,000.
Before joining ES Group, Bill was a Vice President and Regional Manager for the tax deferred exchange divisions of two national title insurance companies, LandAmerica and Old Republic Title.  Prior to LandAmerica, Bill was in private law practice for 23 years specializing in commercial and residential transactions, and tax deferred exchanges.

Bill received his JD from the University of Baltimore and is a licensed attorney in Maryland.  He is a member of the Maryland State Bar Association, Maryland Land Title Association, DC Land Title Association, Federation of Exchange Accommodators (FEA), the Greater Capitol Area Association of Realtors (GCAAR), and is the president of the Catholic Business Network of Montgomery County, MD.

Bill has acted as a QI for major law firms, real estate firms, developers, accountants, financial institutions, and individual taxpayers.  To arrange for QI service for your tax-deferred exchange, or to just ask a question regarding tax deferred exchanges in general, please contact Bill directly by email ( or phone (703-787-3893 office) or (301-651-3445 cell).
1031 Exchange Seminars

Bill is available to speak to any group or professional association. Bill has given presentations to bar associations, title agencies, commercial and residential real estate groups, CPAs, and investors, including the Montgomery County Maryland Bar Association’s Real Estate Section, Baltimore County Maryland Bar Association, DC Bar Association’s Real Estate Section, Northern Virginia Title Agency continuing education seminar, and Maryland Title Agency continuing education seminar. His presentations are informative, current, and often entertaining, as he leads his audience through the technical and practical aspects of tax deferred exchanges.  Please contact him directly to schedule a presentation or seminar for your office or group to learn:

  • How a properly designed I.R.C. Section 1031 exchange allows an Investor to sell a property and reinvest the proceeds into a new property (ies) while deferring capital gains and depreciation recapture taxes;
  • How the benefits of a 1031 tax-deferred exchange can help you and/or your client preserve and leverage assets and accumulate wealth; and/or
  • How the use of a “Zero” property may offset the tax liabilities of debt forgiveness on a distressed property.
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