7 Estate Planning Benefits of Delaware Statutory Trusts (DSTs)
DSTs provide estate owners and heirs with distinct benefits over alternative investment properties, including higher income potential, superior tax savings, and streamlined distributions.
Selling Your Investment Property? How to Calculate Your Tax Liability
As a licensed 1031 Exchange Advisor, one of the first things we do when working with a client is to help them understand their tax liability. A tax liability from the sale of investment real estate is not just about federal capital gains tax
Searching for 1031 Exchange Properties? 10 Trends to Consider in 2022
Unexpected events and economic changes impact real estate investors every year, but 2020 stands out like no other. The global pandemic abruptly and dramatically disrupted multifamily housing, office, retail, and hospitality sectors of the industry. Inevitably, savvy investors shifted focus and strategy as long-term tenant trends and investment opportunities started to emerge.
What Are Economic Opportunity Zones?
Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Economic Opportunity Zone Funds (EOZs) have received a significant amount of attention since their creation through the Tax Cut and Jobs Act of 2017. Owners of highly appreciated investment real estate have asked if these funds present a better […]
What is “Exchange Insurance” and How Can it Be Used?
Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Real estate investors regularly hear the adage “money is made on the buy” preached by fellow investors, brokers and experts alike. If so, how does it make sense that market conditions can both simultaneously support the sale of a […]
Tax Strategy for Your Highly Appreciated Primary Residence
Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Primary residence home ownership has long been supported by the Federal Government. Homeowners benefit from tax incentives such as the mortgage interest deduction and lending programs like the FHA First Time Homebuyer Program. Additionally, the IRS Section 121 exemption […]
How to Extract Liquidity from Relinquished Property While Deferring Taxes with a 1031 Exchange.
Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Often owners of investment real estate find themselves in situations in which they are “property rich and cash poor.” Thus, when contemplating a tax-deferred 1031 exchange owners often ask about ways to “unlock” equity in their property and receive […]
Tax Mitigation and Deferral Strategies That Work
Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Never has there been so much pressure on Washington citizens to pay more in taxes. It seems like the barrage of proposed new taxes and tax rate increases gains more strength with each passing year. Not all the proposals […]
