If you own rentals, you already know real estate rewards discipline: you fix things before they break, you screen tenants carefully, and you keep the books reasonably clean. The tax code works the same way. When you treat your rentals like a business—nothing exotic, just simple habits—you unlock deductions that most investors leave on the table.
Learn five quick checks to spot common 1031 exchange reporting errors, protect depreciation, and avoid costly tax surprises. Free expert review included.
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.
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.
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…
Discover the pros and cons of cash-out refinancing versus a full 1031 exchange. Learn how one investor saved $650,000 in income and $300,000 in tax savings with a data-driven approach to maximizing financial outcomes.
Discover how Debbie, a savvy real estate investor, saved $250,000 in taxes through a 1031 exchange adjustment. Learn how strategic depreciation and expert guidance can unlock hidden tax savings for your investments.
Navigating the intricacies of withdrawing principal from GST exemption trusts and irrevocable trusts can be challenging. These trusts, integral to estate planning, are designed to preserve wealth and minimize taxes. However, the rules governing withdrawals are often complex and require careful consideration. This blog post provides an overview of the key considerations, including understanding the trust structure, adhering to the HEMS standard, and considering tax implications. It also offers practical advice for beneficiaries, such as consulting with a trust attorney and reviewing trust documents thoroughly. By following these guidelines, beneficiaries can make informed decisions that align with their financial goals and legal obligations.
When navigating a 1031 exchange, real estate investors often face the decision of whether to add cash to the transaction. This strategic move, though frequently overlooked, holds the potential to significantly enhance the tax-saving benefits of the exchange. Let’s explore how and why adding cash can be a transformative tactic in your investment strategy.
When it comes to divesting property assets, reducing your tax bill is often a primary concern. Jim and Patti faced this exact challenge when they inherited a rental property from Patti’s father. Located in an upscale area, they had aspirations of turning it into their dream home someday. However, the property value had to be split with Patti’s sister and this presented a significant tax dilemma.
