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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

Tuesday, September 20, 2011 – 3:39 AM by Guest Columnist Elizabeth Ostrander
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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.

Mentioned in this article:

Intelligent Edge Advisors
Mergers and Acquisition Firm
Top Executive: Thomas Boczar




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