Beyond Real Estate with Tax Deferred Exchange (Finding Your Piece of the Rock)
Channel: ThinkTech Hawaii
Date: 2023-12-11

When Can You Do a Tax Deferred Exchange.  The host for this show is Abe Lee.  The guest is Julie Bratton.  

Julie teaches how to replace non-income producing property with income-producing property, diversify property interests for estate planning purposes, replace time-consuming management intensive properties with more easily managed properties, exchange into property that can accommodate the taxpayer’s trade or business (e.g. taxpayer who owns an apartment complex can trade into manufacturing plant), exchange fully depreciated property to obtain the benefit of a new depreciation schedule, relocate taxpayer’s business, and relocate investment property for ease of management.

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Sharon Y. Moriwaki
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Sidney Stern Memorial Trust
Volo Foundation
Yuriko J. Sugimura

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