Article on Apr 3, 2024 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 Feb 28, 2024 How To Not Screw Up A 1031 Tax-Free Exchange How To Not Screw Up A 1031 Tax-Free Exchange Without question, real estate is one of the very best ways...
Article on Feb 19, 2024 Tax Straddles and 1031 Exchanges: What Investors Need to Know If timed incorrectly between selling at a tax loss and acquiring asset replacements, the IRS may deny recognizing capital losses meant to offset gains by classifying as prohibited "wash sales". Taxpayers pursuing both loss harvesting and tax-deferred 1031 strategies must understand specific rules governing sequencing and timing between transactions to avoid negative liability impacts.
Article on Jan 22, 2024 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 Oct 2, 2023 Determining Dealer Status in a 1031 Exchange: Who Receives Benefits? This article aims to explore the advantages of 1031 exchanges and the criteria employed by the IRS to differentiate between investors and dealers, commonly referred to as "flippers." If you have engaged in the acquisition and subsequent sale of multiple properties, it is crucial to understand the implications of dealer status, as it renders all your properties ineligible for 1031 exchanges.
Article on Sep 25, 2023 Drop and Swap 1031 Exchange: A Guide for Real Estate Investors The tax benefits of real estate investing are attractive, and one way to keep the good times rolling for partnerships...
Article on Apr 16, 2023 Qualified Opportunity Zones vs. 1031 Exchanges When it comes to real estate investing through qualified opportunity zones and 1031 exchanges, inquiring minds want to know which...
Article on Apr 16, 2022 The Typical 1031 Exchange Timeline Infographic: The 1031 Exchange Timeline Share this Infographic Image on Your Site The 1031 Exchange Timeline 1031 Like-Kind Exchanges: Important...
Article on Mar 26, 2022 Can You Live In A 1031 Exchange Property? You may have invested in a 1031 exchange and are now considering converting the property into a primary residence; however,...
Article on Mar 19, 2022 Delaware Statutory Trust vs. Triple Net Lease Commercial real estate is one of the most sought-after investments these days as it offers high income, appreciation potential, and...
Article on Mar 12, 2022 1031 Exchange Real Estate Basics Section 1031 of the Internal Revenue Code begins with, “No gain or loss is recognized if…”. Of course, there is...
Article on Feb 19, 2022 1031 Exchange Requirements The 1031 Tax Deferred Exchange has been a foundational part of our tax code for almost 100 years dating back...
