Appreciated Assets

Marketing Financial can share ideas on how to manage Capital Gains or income taxes that occur when someone sells a property, business or other highly appreciated assets.  Normally limited to a 1031 exchange, clients need to know there are other options available to them.  Some options all them to defer their taxes, some elminate the taxes, and some programs can offset these taxes.  Call Alan Lockhart 800-677-1087 to discuss these options.