Presented by Michele Fitzpatrick & John Starling

Join us for this focused session where we'll walk you through the specific considerations that arise when your relinquished property sale and replacement property acquisition fall in different tax years. We understand that every client's situation is unique, which is why we'll cover practical strategies for optimizing your tax position while maintaining compliance with exchange requirements.

What you'll gain:

• Clear understanding of timing implications for cross-year exchanges
• Strategic approaches to coordinate with your tax planning
• Confidence in making informed decisions that align with your overall financial goals
• Actionable insights you can implement immediately

This isn't just about managing complexity—it's about transforming a potential challenge into a strategic advantage. We're here to help you navigate these waters with clarity and confidence.