Article on May 28, 2025 1031 Exchanges: A Matter of Life and Death? Selling appreciated investment real estate sans exit planning triggers monumental capital gains taxes erasing wealth built over years. Steep levies forcing liquidation burns through equity funding future retirement. But tax-deferral solutions exist - investors can exchange properties while rolling gains into diversified real estate assets like Delaware Statutory Trusts, mirroring 1031 benefits. Essentially trading existing buildings for fractional stakes in larger portfolios defers tax events. Education is essential beforehand so hard-fought empires don't crumble needlessly overnight from lack of vision when vehicles now sustain wealth long-term.
Article on May 20, 2025 Oil & Gas in Your IRA? Yes! And Here’s Why Looking to supercharge your retirement strategy? Discover why oil and gas investments deserve a place in your IRA portfolio. Beyond traditional stocks, private oil and gas partnerships offer accredited investors powerful diversification benefits while potentially enhancing both growth and income for retirement. Daniel Goodwin's upcoming Kiplinger article reveals how these strategic investments can be leveraged within your IRA for maximum advantage. Don't miss his exclusive Masterclass that dives deep into private partnerships, market timing, and implementation strategies. Perfect for high-net-worth individuals seeking alternative investment opportunities backed by America's energy sector.
Article on May 14, 2025 The Future of Opportunity Zones: Outlook for 2025 and Beyond As Opportunity Zones approach their 2026 expiration date, this innovative tax incentive program stands at a crossroads. Created through the 2017 Tax Cuts and Jobs Act to channel private investment into underserved communities, the program now faces three potential paths: a simple timeline extension, zone reevaluation with possible expansion, or permanent program status. The Future of Opportunity Zones: Outlook for 2025 and Beyond With billions already invested and the current administration's strong support, stakeholders are watching closely as Congress considers the program's future. While success stories like Erie, Pennsylvania show transformative potential, struggling areas like Clay County, Kentucky highlight the need for thoughtful refinements.
Article on May 1, 2025 Opportunity Zones at a Crossroads: What’s Next for This Tax Incentive Program? As 2025 unfolds, Opportunity Zones—created by the 2017 Tax Cuts and Jobs Act to revitalize low-income communities—face a critical 2026 sunset date. With billions invested but uneven results across communities, stakeholders await Washington's decision on the program's future. Potential changes include new zone designations, rural-focused incentives, or permanent tax code integration.
Article on Apr 15, 2025 Striking Oil in Opportunity Zones: Now Might Be the Best Time to Invest Despite the green energy push, oil and gas investments in Qualified Opportunity Zones (QOZs) present a compelling opportunity in 2025. Current market undervaluation, ongoing global demand, and technological advancements make the energy sector attractive, while QOZ tax benefits offer significant advantages. Many QOZs are located in energy-rich regions, creating geographic alignment. The 10-year holding period required for maximum QOZ benefits aligns perfectly with long-term energy projects. This overlooked opportunity combines tax advantages with growth potential in an essential industry.
Article on Mar 26, 2025 How A Phone Call Saved My Friend Over $50,000 Using A 1031 Exchange Sometimes it’s better to be lucky than good, and the timing of a phone call from a friend of mine...
Article on Mar 18, 2025 What Is a 1031 Tax Deferred Exchange? # 1031 Tax Deferred Exchange: Your Ticket to Smart Real Estate Investing Ready to sell your investment property but dread the tax bill? A 1031 exchange lets you defer capital gains by trading one investment property for another "like-kind" property. Despite the name, "like-kind" is surprisingly flexible—you can exchange an apartment for raw land or even fractional ownership in commercial properties through Delaware Statutory Trusts. Remember the crucial timelines: 45 days to identify replacement properties and 180 days to close. This powerful wealth-building strategy helps successful investors upgrade their portfolio while keeping the IRS at bay.
Article on Mar 2, 2025 Oil and Gas Investments: A Tax-Savvy Strategy for 2025 and Beyond Oil and gas investments offer accredited investors a powerful combination of tax advantages unavailable in most other investment vehicles. With Republicans controlling both Congress and the White House in 2025, domestic energy production enjoys unprecedented political support. Strategic investors can benefit from immediate tax deductions through Intangible Drilling Costs (IDC), which can offset up to 70% of initial investments in the first year. These century-old tax incentives, designed specifically for small producers, can fundamentally transform investment risk profiles by effectively providing a government subsidy. Beyond tax efficiencies, energy investments provide valuable portfolio diversification and exposure to America's growing energy independence—creating an opportune moment for tax-savvy wealth preservation strategies.
Article on Feb 27, 2025 Turning Your 2024 Capital Gains into Tax-Advantaged Opportunities Investors with significant 2024 capital gains can defer taxes until 2026 by investing in Qualified Opportunity Zones (QOZs) within 180 days of realizing gains. Beyond tax deferral, investments held for 10+ years may qualify for tax-free appreciation upon sale. Using the example of a $1M gain, investors could defer $238,000 in taxes while supporting community development through affordable housing, business spaces, and local job creation. QOZs offer both tax advantages and social impact opportunities.
Article on Feb 26, 2025 Five Strategies to Defer Capital Gains in Real Estate Investing Real estate investors can defer capital gains taxes using five strategic approaches: selling in low-income years to benefit from reduced tax rates, using installment sales to spread gains over multiple tax years, contributing to donor-advised funds for immediate tax deductions, employing 1031 exchanges to defer taxes by reinvesting in similar properties, and investing in qualified opportunity zones for both tax deferral and potential tax-free appreciation. These strategies require careful planning and professional guidance from a team of experts to maximize benefits while navigating complex tax regulations.
Article on Feb 20, 2025 6 Risks of Delaware Statutory Trusts in 1031 Exchanges Delaware Statutory Trusts (DSTs) in 1031 exchanges come with six significant risks investors should consider: market volatility and potential losses, lack of direct control over investment decisions, illiquidity with long holding periods, multiple fees that can reduce returns, potential changes in IRS rulings affecting tax status, and strict operational restrictions known as the "seven deadly sins." While these risks shouldn't necessarily deter investors, success requires careful preparation, thorough due diligence, and guidance from experienced professionals to determine if DSTs align with personal financial goals.
Article on Feb 7, 2025 How a DST Solved One Landlord’s Million-Dollar Problem Considering that 10,000 Americans turn 65 every day in America, 1031 Exchanges and Delaware Statutory Trusts (DSTs) are entering a...
