Investors have capital gains in their securities portfolios, business valuations, real estate holdings and collections. Financial professionals that work with investors need to understand the tools they have to help these investors maximize financial planning, tax minimization and investment outcomes. This presentation delves into three unique strategies—Qualified Opportunity Zone Funds, Exchange Funds, and 1031 Exchanges. Gain a comprehensive understanding of these solutions, including their respective advantages and disadvantages. Designed for financial and investment professionals seeking to help their clients navigate these issues, this session will equip participants with actionable insights and advanced knowledge necessary to discuss strategies that align with individual client circumstances.