Description

• Discover the truth about related party exchanges - Learn why these transactions are actually permitted under tax code, despite common misconceptions • Navigate the critical two-year holding period rule - Understand when this requirement applies and the costly consequences of early disposition • Master the 'related party' definition beyond family - Explore how business entities, fiduciary relationships, and affiliated businesses impact your exchange strategy • Unlock different scenarios, different opportunities - Learn why selling to versus buying from related parties follows entirely different compliance paths • Avoid the basis-shifting traps - Understand the real-world examples of what can disqualify your exchange and trigger immediate taxation