Our Team
Creative Real Estate Strategies • David Fisher
Being a native Houstonian, David started fine tuning his business acumen and mathification skills in the Houston School System. Having been a pro football fan with the Houston Oilers since 1960, David lived and died every football season with the Oilers until 1996. Now, he just dies a little each week with the Houston Texans. David has been in the financial services profession since 1977. David studied accounting at the University of Texas. He was also a letterman on the 1974 Southwest Conference Championship basketball team where he won rave acclaim for his bench warming abilities.
In 2010, David formed Creative Real Estate Strategies. Using his extensive background in insurance, investments, estate planning, taxes and charitable giving, David has been able to create numerous strategies that have helped his clients buy and sell millions of dollars of real estate in a more beneficial way than they might have otherwise done.
These strategies range from deferring taxation on the sale of investment property through the use of a Section 1031 exchange to showing a potential donor a more advantageous way to make a gift of land to a deserving charity to reducing a client’s tax liability through the implementation of tax credit programs when suitable.
David has also been honored to have had the opportunity to have spoken at a variety of real estate organizations such as the Texas and Colorado Association of Realtors, numerous local realtor groups and the Texas and Colorado chapters of the Realtors Land Institute.
Now, LET’S GET TO WORK!
Robert Binkele is the founder and CEO of Estate Planning Team (EPT), a
nationwide membership organization established in 1999 which provides
brokers, CPAs, attorneys, advisors, real estate and insurance professionals
marketing and administrative support to implement estate planning and
capital gains tax deferral strategies for their clients. Estate Planning Team
provides exclusive access to market the Deferred Sales TrustTM, a proprietary
capital gains tax deferral solution.
Robert is an independent financial advisor with DST Wealth Management, LLC. He has been securities licensed for over 25 years with previous experience as wealth manager for J.P. Turner & Company, LLC, Brookstreet Securities Corp, Raymond James Financial Services Inc., and Spelman Securities.
A San Luis Obispo, CA native, Robert earned his Bachelor of Science degree with a major in FCS Finance from the University of Utah where he played football for the Runnin’ Utes. From 1985-1986, Robert played professional football as a center for the San Francisco 49ers. His professional accolades include membership in the exclusive Forbes Finance Council, Pacific Life Leadership Club, Pimco Funds Chairman’s Counsel, US Allianz Presidents Club, Prudential Masters Council, two-time COLE Exceptional Customer Service Award winner and recipient of the Transamerica Circle of Excellence award. Robert regularly presents webinars to brokers, advisors and real estate professionals throughout the country. He has been featured multiple
times on The American Dream Network as well as discussing tax saving strategies on numerous podcasts.
Robert splits his time between Dana Point, CA and Indian Wells, CA with his wife Kelly. They are the proud parents of two children, one son-in-law
and two adorable grandchildren. In his free time Robert enjoys cruising with
family & friends on his powerboat.
Jordan E. Kanter, JD is a respected authority on tax deferral strategies, and is one of the few experts in the country on both 1031 Exchanges and the Deferred Sales Trust.
He has been a trusted fiduciary to high net worth clients for over twenty five years, with extensive experience as an attorney, qualified intermediary, trustee and, formerly, a securities and insurance advisor. His breadth of experience in these relevant fields, as well as his reputation as a highly ethical and meticulous practitioner, make him exceptionally well qualified to perform the functions of DST Trustee. Furthermore, Victory Financial Services, LLC for which Mr. Kanter is President and Managing Member, is domiciled in Florida, which can provide significant tax benefits to certain DST clients throughout the country.
Mr. Kanter has presided over thousands of tax deferred transactions. He began participating in 1031 Exchanges as an attorney on behalf of his many real estate clients in the Northeast. His resulting expertise and exemplary reputation then led to his recruitment as a full-time exchange accommodator with a major title insurance conglomerate, at which time he also began lecturing regularly for the benefit of real estate, tax and financial professionals. The outstanding reputation that Mr. Kanter earned led to his recruitment and appointment as Vice President of a Fortune 500 Company where he also served in the prestigious role of National Key Accounts Manager. As part of his duties, he ran one of the largest tax deferred exchange operations in the country.
In 2009, Jordan became interested in the Deferred Sales Trust as a complementary tax deferral strategy to the 1031 Exchange and has since been instrumental in educating taxpayers and legal, tax, and financial professionals throughout the country on the use of the Deferred Sales TrustTM as an alternative and/or complement to the IRC 1031 Exchange and other tax-deferral and estate planning strategies. Mr. Kanter currently serves as National Director of Development and Senior Case Manager for Estate Planning Team, Inc., based in Indian Wells California, and as President and Managing Member of Victory Financial Services LLC, which provides secure and experienced trustee services for taxpayers utilizing the Deferred Sales Trust.
Jordan received a Bachelor of Arts degree from Wesleyan University in Connecticut in 1986, and a juris doctor, cum laude, from the University of San Francisco in 1990. He is an inactive member in good standing of the State Bars of New York and Colorado. Mr. Kanter also previously served as an adjunct professor of Business Management Ethics at Mount St. Mary School of Business, in Newburgh, New York.
Contact David Fisher
For More Information
Contact David Fisher for more information
- 713-702-6401
- David@CRESknowsrealestate.com
- Houston, Texas
