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Defer The Tax To The Max Through A Tax-Free Exchange

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Client Stories

An investor client was about to sell a hotel for a substantial gain, creating a large capital gain tax liability. To help this group preserve its profit, AGH advised them to consider a tax-free exchange, which allows capital gain taxes to be deferred if another income-generating property is purchased within a specific timeframe. The investors decided to buy an apartment building, which not only deferred taxes but allowed them to deploy all of the investment capital to purchase another appreciating asset.

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