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)



