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1031 Exchanges Tax Advantages

A Professional’s Guide to 1031 Exchanges for Real Estate Investors

Strengthen client relationships and deliver greater value through real estate tax
and wealth preservation strategies Strengthen client relationships and deliver greater value through real estate tax and wealth preservation strategies

Empower Your Clients. Preserve Wealth. Build Lasting Value.

Do you have clients who are looking to sell their rental properties and transition away from active property management—but are concerned about capital gains taxes?

Our new white paper, A Professional’s Guide to 1031 Exchanges for Real Estate Investors, provides financial advisors, estate planners, CPAs, and brokers with the insights needed to lead more informed, value-driven conversations about 1031 exchanges, tax deferral, and estate planning with their clients.

Featuring insights from:

Ben Stewart, President & Chief Investment Officer, Stewart Wealth Management

Brad Lagomarsino, Vice Chair, Multifamily Investments, Colliers

Ashlee Cabeal, Chief Financial Officer & Partner, Hamilton Zanze