Understanding Tax-Deferral Strategies


September 30, 2026

Location:

Bar Sera
382 E Elm St
Conshohocken, PA 19428

Details:

An educational workshop exploring unique approaches to managing capital gains from real estate and other highly appreciated assets.

Are Capital Gains Taxes Holding You Back from Selling? Explore Tax-Advantaged Real Estate Strategies Discover how you may be able to defer capital gains taxes—without the pressure of identifying a replacement property.

Join us for an informational session designed to provide a high-level overview of strategies commonly used in real estate and capital gains planning.

Topics Include:

  • Overview of Section 1031 Exchanges
  • Roth Conversions
  • “Swap ‘Til You Drop” Strategies—without replacement property requirements
  • Qualified Opportunity Zones (QOZs)

Use the form on this page to sign up.

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