Integrity

Compassion

Experience

Over 60 years combined experience in finance and property solutions

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About Us

Our role is primarily is as asset tax consultants with several premium asset alternatives. Your financial and tax advisor have many financial and tax alternatives, rules and regulations to adhere, much changing at the flick of a few political pens.  We experience in several areas of alternative tax advantages to assist you and your advisor.

An Iowa Real Estate Broker since 1984,  the Ken Wheeler's and 1031 FEC's mission is to offer asset tax planning and assist with alternative methods to prepare and efficiently transfer business ownership and business property ownership. Initially, FEC initially was formed to be an Accommodator (Exchange Intermediary) for 1031 transactions.  The direction changed quickly to assisting the owners, owner's advisors and principals to perform due diligence of many organizational profit and tax saving transfer alternatives.  We at FEC feel many owners sacrifice too large of a percentage of transfer proceeds, income and wealth by insufficient organizational transfer profit planning. FEC feels that many owners unnecessarily contribute resulting transfer and income taxes. FEC incorporates owner proceeds and tax savings advantages into a transfer agreement (that may include a property exchange) by negotiation as a mergers and acquisitions intermediary while considering each party's specific goals.  An owner could choose to sell, lease, merge, acquire, effect a buy-sell agreement, issue stock, or develop an employee stock option plan, now, or in the future. FEC can assist with most alternatives. The ultimate goal is that the owner and the owner's family receive and maintain maximum proceeds and wealth contributing the financial portion of the family legacy plan. 

FEC continues to expand to other states and provide assistance to business entities in and outside the USA.  The 1031 FEC Premium Income Investment program and other quality real properties allow USA property owners to save and accumulate wealth by participating in America's popular tax-deferral of property gain.

Principal 1031 FEC

K. B. (Ken) Wheeler IBC 

Since 1983 Ken Wheeler has assisted professional advisors to business owners and principals transitioning stock and asset ownership while considering alternatives to maintain financial and estate planning goals.  Ken feels that tax considerations are second only to what an owner perceives most important for one's family estate plan goals.  He majored in Agriculture Business at Iowa State University.  A licensed real estate professional for 28 years, and securities registered for over 25 years yields experience with property transfer, mergers, acquisitions, business plans, master (comprehensive) planning, family legacy planning, business continuation, business valuation, finance and tax-deferred exchanges.  From Iowa, the principal founder of Financial Exchange and 1031 FEC.

Consultant 1031 FEC NE Iowa, NW Illinois, SE Minnesota, SW Wisconsin

    L. Todd Husmann IBC

Todd Husmann, 1031FEC Property Exchange Consultant, is a Iowa Real Estate Salesperson.  Todd, from Indiana and a graduate of Purdue University in Agriculture Business, has been in agriculture marketing since 1988.  Todd and his family have farm operations near Monticello, Iowa.  For property owners and professionals, in NE Iowa and its surrounding areas, Todd has tax saving and wealth accumulation procedures to utilize as a 1031FEC consultant and premium property locator.

Consultant 1031 FEC South Western USA

John (Jack) E. Lucente IBC

Jack Lucente, M&A Intermediary and Consultant, has managed firms and assisted clients in the securities, finance and real estate industry since 1972.  Raised in Minnesota and a University of Minnesota graduate,  Jack resides in a Phoenix, assisting Southwestern USA business and property principals to transfer ownership with mergers and acquisitions financially advantaged techniques including tax saving procedures utilized as a 1031FEC consultant and premium property locator.

Consultant 1031 FEC - Iowa Golden Circle

James (Jim) S. Tazzioli IBC

From Des Moines, Iowa, Jim Tazzioli has over 30 years experience with multi-residential properties ownership and management.  A University of Iowa graduate with a MA from North Carolina State University, Jim and his family reside in West Des Moines, Iowa.  Jim primarily assists the Des Moines, Iowa, and surrounding area with income property 1031 FEC exchanges and Financial Exchange mergers and acquisitions transfers.

Real Estate Investment Exchange Property Research and Records 1031 FEC vice.  Jim's

             includes mortgage brokerage and customer service communication with compute

Real Estate Administration & Marketing Development 1031 FEC e

 James (Jim) S. Tazzioli

Project Due Diligence & Accounting 1031 FEC

K. B. (Ken) Wheeler

Pay No Tax - Properly Structured 1031 Tax Free Gain and Partial Tax-Free Income

Financial Exchange - 1031 FEC

Member

Greater Des Moines Partnership