Mitigating Capital Gains Taxes (1031/1033)
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Greg Lehrmann breaks down how Section 1031 like-kind exchanges work for real property, including timelines, identification rules, and the role of qualified intermediaries. The session will also cover Section 1033 involuntary conversions, which can allow deferral when property is lost through condemnation, eminent domain, or casualty. Attendees will learn how to spot opportunities, avoid common pitfalls, and apply these tools within a fiduciary context.

