EPISODE · Feb 18, 2025 · 33 MIN
Beyond the Spreadsheet with Margo McDonnell CRE, CES
from Capstan Live Podcast · host Capstan Tax Strategies
Margo McDonnell is a respected author, speaker, and subject matter expert who has been facilitating 1031 exchanges for over 3 decades. She spearheaded the effort to establish a national certification to regulate her industry – the “CES” – and is one of less than 200 Certified Exchange Specialists in the US. Listen in as Margo: - Debunks common 1031 misconceptions - Explains why the process is simpler than people think - Speculates about what the new administration might mean for 1031s - Explores flexible 1031 applications you never considered
What this episode covers
Margo McDonnell is a respected author, speaker, and subject matter expert who has been facilitating 1031 exchanges for over 3 decades. She spearheaded the effort to establish a national certification to regulate her industry – the “CES” – and is one of less than 200 Certified Exchange Specialists in the US. Listen in as Margo: - Debunks common 1031 misconceptions - Explains why the process is simpler than people think - Speculates about what the new administration might mean for 1031s - Explores flexible 1031 applications you never considered
NOW PLAYING
Beyond the Spreadsheet with Margo McDonnell CRE, CES
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m