A 1031 Exchange is often viewed as a transactional tax-deferral strategy. But when integrated into a broader estate plan, it can become a powerful wealth preservation tool.
One of the most important concepts in this discussion is stepped-up basis — and how it impacts capital gains tax treatment when property transfers to heirs.
In this webinar, we’ll discuss:
- What a stepped-up basis is and why it matters
- How 1031 Exchanges fit into long-term estate strategies
- Considerations for multigenerational real estate investors
- Planning conversations advisors should be having with clients
This session is designed for investors, attorneys, CPAs, and financial advisors seeking a more holistic understanding of how tax deferral and estate planning intersect.
ABOUT NORTHERN 1031 EXCHANGE
For more than 60 years, we've handled all kinds of real-estate and business transactions. We know that effectively managing the tax liability associated with a sale, can have a significant impact on your returns.
Northern 1031 Exchange* has the expertise and resources to streamline your exchange and provide the necessary security of funds. As an operating subsidiary of Northern Bank, Northern 1031 Exchange is subject to supervision and regulation by the FDIC and Massachusetts Division of Banks. We are licensed and regulated, so you can be confident your funds are safe and protected.
* Northern Bank, including its subsidiary Northern 1031 Exchange, LLC does not provide tax, legal or accounting advice, nor can we make any representations or warranties regarding the tax consequences of your exchange transaction. We strongly encourage you to seek appropriate professional advice regarding your specific facts and circumstances.
