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 Jan 12, 2025 What Republican Control Means for 1031 Exchanges and QOZs This timely analysis examines how the Republican sweep of Congress and the White House could reshape two key real estate investment strategies: 1031 exchanges and Qualified Opportunity Zones. While Republicans historically favor these tax-advantaged vehicles, deficit concerns and other factors could lead to unexpected changes. The article offers valuable insights for investors looking to navigate potential policy shifts, including possible program extensions, regulatory streamlining, and new opportunities in the energy sector.
Article on Oct 31, 2024 Trump vs. Harris: Potential Impacts on Qualified Opportunity Zones and 1031 Exchanges The upcoming election could significantly impact two major real estate investment strategies: Qualified Opportunity Zones (QOZs) and 1031 exchanges. Trump would likely maintain or expand both programs, viewing them as successful economic growth tools. In contrast, Harris would probably push for reforms, including enhanced reporting requirements for QOZs and potential income caps on 1031 exchange eligibility. Market impacts could vary dramatically: a Harris victory might trigger a rush to complete 1031 exchanges before new restrictions, while Trump's policies could drive up property values in opportunity zones. However, both candidates' ability to implement changes will depend heavily on congressional control.
Article on Oct 18, 2024 IRS Extends 1031 Exchange Deadlines for Victims of Milton and Helene In response to the devastating impacts of Hurricanes Helene and Milton across the southern United States, the Internal Revenue Service...
Article on Sep 16, 2024 The Magic of 1031 Exchanges How a New York man turned $500,000 into $3 Million (and kept the tax man at bay!) Folks sometimes ask...
Article on Aug 6, 2024 Qualified Opportunity Zones: Your Antidote to Economic Anxiety in Tumultuous Times Looks like the end of the world is near. There is chaos everywhere. There are multiple wars in far-off countries,...
Article on Jul 17, 2024 How Savvy Investors Use A 1031 Exchange To Defer Capital Gains and Build Wealth 1031 exchange to defer capital gains Before putting a real estate property up for sale or deciding to purchase another,...
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 Sep 12, 2021 Top 10 Reasons Real Estate Investors are Jumping into DSTs In the last 12 months, billions of American real estate investment dollars have poured into DSTs (Delaware Statutory Trusts) via...
