How RIAs can help clients sell their real estate without taking a tax bite

A range of strategies, including the tax-free 1031 exchange, enable investors to tax-efficiently monetize their real estate investments

Author Guest Columnist Elizabeth Ostrander September 20, 2011 at 3:39 AM

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Elizabeth Ostrander: Leaving the financial advisor out of the process can actually impede, rather than fulfill, the wealth planning goals of the client.

Intelligent Edge Advisors

Ostrander

NAI Intelligent Edge

NAI Global

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Intelligent Edge Advisors
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Top Executive: Thomas Boczar

How RIAs can help clients sell their real estate without taking a tax bite

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