After an owner’s passing, a step-up in basis can erase gains and reset depreciation. Learn when a 1031 still helps, common prep errors, and how to fix them.
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Learn five quick checks to spot common 1031 exchange reporting errors, protect depreciation, and avoid costly tax surprises. Free expert review included.
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In the world of real estate and DSTs, it's very common for potential investors to look at pre-tax yields. We find this counterintuitive and very misleading. We often feel compelled to ask clients in this situation what the projected pre-tax yield was on the first rental property they purchased. In fact, we used to ask clients why they bought their first rental property. No one ever said it was because it was projected to make a 7% yield.
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The recent passage of the 2025 "One Big Beautiful Bill Act" (OBBBA) by Congress has made waves throughout the real estate and investment communities. Signed into law on July 4, 2025, the OBBBA reinstates 100% bonus depreciation for qualifying property acquired and placed in service after January 19, 2025. This powerful incentive revives a critical tax-saving strategy that significantly impacts property investors, particularly when combined with Delaware Statutory Trust (DST) investments.
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In Part 3 of our 1031 exchange documentation series, we break down the real risks of skipping or mishandling your exchange paperwork. From surprise tax bills to lost deductions and long-term depreciation issues, this post reveals what’s at stake—and how EPC helps investors avoid costly missteps.
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Proper 1031 exchange documentation doesn’t just help you avoid tax surprises—it’s the key to maximizing depreciation, deductions, and long-term savings. In Part 2 of our series, we explain why even experienced CPAs can miss key details and how EPC’s specialist review ensures your investment delivers its full benefit.
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Many investors think their 1031 exchange is complete once the property closes—but skipping exchange documentation can cost thousands in surprise taxes. This first article in our 3-part series explains what 1031 exchange documentation is, why it matters, and how EPC helps protect your tax savings with a detailed post-closing analysis.
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Heirs inheriting an S Corp with real estate face unique tax challenges. Learn how step-up basis applies to stock, not assets, and the potential tax consequences.
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Investors involved in Delaware Statutory Trusts (DSTs) and 1031 Exchanges face unique tax responsibilities, particularly when investments span multiple states. Ensuring compliance across jurisdictions can be challenging, especially when federal and state tax filing deadlines differ. Multi-State DST Tax Filing Challenges DST investments often span multiple states, resulting in non-resident tax filing obligations in each of…
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Navigating the complex landscape of state tax filing can be daunting for DST investors. However, understanding why you should file in every state where your tangible property is located is critical—not just for compliance, but to protect your deferred tax benefits. Understanding the Filing Requirement In most states with income tax, non-residents are not obligated to…
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