Securitas1031 is a team of experienced attorneys and tax professionals that advise on and facilitate tax-deferred investment property transactions known as 1031 “like-kind” exchanges.Section 1031 of the Internal Revenue Code allows real estate investors to defer capital gains taxes when selling an investment or business property if they satisfy certain criteria. As Qualified Intermediaries, we enable successful exchanges by ensuring all requirements under Section 1031 are satisfied.Contact me if you would like to learn more about how you can leverage this tax strategy to grow, diversify, and preserve your investment portfolio.
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AttorneySelf-EmployedAustin, Tx, Us
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Director Of Business DevelopmentSecuritas1031, Llc Oct 2023 - PresentAustin, Texas, United States -
Senior Strategy ConsultantPromontory Financial Group, An Ibm Company Oct 2021 - Jul 2023Washington, District Of Columbia, United StatesAdvised financial institutions on business strategies and regulatory initiatives designed to mitigate risk and improve compliance practices by applying legal analysis and leveraging technology. Disclosure Review | Large Regional Bank: Strategic advisor in an initiative to enhance 95 consumer banking disclosures and agreements for deposit, lending, and card products. Established change management procedures to ensure consistency across all disclosures.Compliance Risk Assessment | Fortune 500 Financial Services Company: Developed a risk taxonomy in IBM OpenPages (an ERM platform) by mapping thousands of legal requirements to each business unit within the client’s organizational hierarchy.Fair Lending Risk Assessment | Fortune 500 Bank: Developed and executed a risk assessment methodology, specifically tailored to address the Fair Lending Act (FLA), Fair Housing Act (FHA), Equal Credit Opportunity Act (ECOA), and UDAAP.Post-Acquisition Market Assessment | Payment Services Fintech: Researched and assessed the regulatory landscapes of European Union member states applicable to the client as a result of acquiring a European SaaS company. -
Legal And Regulatory Counsel AssistantUs Capital Advisors Llc 2017 - Sep 2020Austin, Texas Area -
Legislative AssistantTexas House Of Representatives Jun 2016 - Aug 2016District 23 Representative Wayne Faircloth, Galveston and Chambers Counties -
InternTexas House Of Representatives Jan 2016 - Jul 2016
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Summer InternWest Travis County Public Utility Agency Jun 2015 - Aug 2015
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Camp CounselorLonehollow Apr 2013 - Jul 2013Vanderpool, Texas
Charles Trask Dix, Jr. Education Details
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Doctor Of Law - Jd -
Psychology
Frequently Asked Questions about Charles Trask Dix, Jr.
What company does Charles Trask Dix, Jr. work for?
Charles Trask Dix, Jr. works for Self-Employed
What is Charles Trask Dix, Jr.'s role at the current company?
Charles Trask Dix, Jr.'s current role is Attorney.
What schools did Charles Trask Dix, Jr. attend?
Charles Trask Dix, Jr. attended St. Mary's University School Of Law, St.edward's University.
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