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Kiplinger

Business

Michael Aloi, CFP®

How Two Tax Laws Make REITs More Tax-Friendly

REIT Summit Financial LLC Tax Cuts

The word REIT sits next to a wooden house and stacks of coins.

I never recommend an investment solely for the tax benefits. It must be a good investment and be suitable for the client. If an investment makes sense as part of a diversified portfolio and can provide tax benefits, then it is a win-win.

To Defer Capital Gains Taxes, Consider a 721 Exchange

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