“Under Daniel's guidance since 2000, Fortitude Investment Group, LLC has guided clients into over $1 billion worth of securitized real estate investment offerings directly and indirectly, in both the DSTs for 1031 Exchanges and REITs. In the areas of real estate, tax advantaged investments, insurance, retirement, and estate planning, he is able to set up comprehensive, individually tailored client portfolios designed to help manage market volatility and maximize income potential without undue risk. Inspired by his father's dedication to customer service and hard work, Daniel directs a range of strategic initiatives in the ?rm to successfully leverage core competencies in tax efficient investing, alternative investments, and operational excellence to create customer value. His credentials include a Series 7 General Securities Representative (GS) License, Series 24 Principal of General Representatives License, Series 63 Uniform Securities Agent License, and a Life/Accident and Health Agent License.”
Dec 14th 2020
I love myCPE. The courses are well presented and relevant and there's always a seminar to take! Its great to know I can get all that information by sitting at my desk in my office and still gain the knowledge I need to do my job and how to better my growing business. There is so much information out there sometimes its hard to know where to look and it's nice to know that there are webinars out there to help!
Dec 15th 2020
This webinar was just what I needed to refresh my knowledge before the busy season. It did a great job in identifying the points I need to be aware of in case the subject presents itself to me in the future. The webinar kept my full attention, an hour is perfect for me. And I appreciated the fact that it didn't go into too many small details, which can take away from the webinar as a whole. Thank you.
Nov 12th 2020
This seminar was fantastic! I have always been intimidated by section 1033 because it is hard to understand, but our presenter was outstanding and I learned a lot about the subject. I have to say that now I understand what these exchanges are all about. Who knows? I may be inspired to become an expert in the subject! Great job! Thanks for the information.
Dec 14th 2020
I truthfully had not thought too much about Involuntary Conversions, so the presentation was informative and well presented CPE course I have attended. The information was thorough and provided an excellent mix of technical knowledge and resources for further research. I can't say enough good things about Daniel's presentation skills and knowledge
Dec 14th 2020
In just one short hour, I learned the basics of Sec 1033 and its pitfalls. This was actually more than I thought I'd get from an hour course, but Daniel was a very effective presenter and communicated the topic in easy to understand terms. I will definitely attend more my-CPE courses in the future.