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How to Mitigate Large Capital Gains from Real Estate Sales: A Guide for Tax Advisors

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Get proven strategies to help your clients keep more of their real estate profits, with property-specific guidance for both investment properties and primary residences.

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Download today to Get How to Mitigate Large Capital Gains from Real Estate Sales: A Guide for Tax Advisors

Inside, You’ll Discover:

 

Property-by-Property Decision Guide: Know exactly which strategy fits each client situation with our quick-reference comparison charts

 

The Advisor's Implementation Checklist: Step-by-step process for gathering facts, calculating exposure, and presenting 2-3 tax-saving options to every client

 

The 1031 Exchange Blueprint: Defer 100% of capital gains AND depreciation recapture while upgrading to larger properties (with critical timeline requirements explained)

 

Qualified Opportunity Zone Secrets: How clients can defer gains for up to 5 years AND eliminate taxes on all future appreciation with a 10-year hold

 

The Deferred Sales Trust Strategy: Help clients exit real estate entirely while creating predictable retirement income and spreading tax recognition over 10-30 years

 

Section 121 Maximization: Unlock up to $500,000 in tax-free gains on primary residence sales (plus partial exclusion planning most accountants miss)

 

Powerful Offset Strategies: Generate $100,000+ in deductions using cost segregation, oil and gas investments, and solar tax credits to neutralize unavoidable gains