Carryover and Excess Basis Explained Simply for 1031 Exchanges
A clear, plain-English guide to understanding carryover and excess basis in 1031 exchanges—what they mean, how they work, and why accuracy matters.
7 Practical Tax Wins for Rental Owners
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.
Quick & Easy Steps to See How Much Your Past 1031 Exchange Documentation Is Costing You
Learn five quick checks to spot common 1031 exchange reporting errors, protect depreciation, and avoid costly tax surprises. Free expert review included.
After-Tax Yield: The True Measure of Real Estate Investment Success
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.
Why Filing in Non-Resident States Is Essential for DST Investors
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…
The Refinancing Dilemma: Is Taking Cash Out of a 1031 Exchange the Right Move?
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.
How One Investor Saved $250,000 with a 1031 Exchange Adjustment
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.
Withdrawing Principal from GST Exemption Trusts and Irrevocable Trusts: Key Considerations
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.
Enhancing Your 1031 Exchange Strategy by Adding Cash
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 Cost Segregation Might Not Be Right for You
Cost segregation stands as one of the most potent tools for property owners aiming to optimize their tax deductions. At its core, it revolves around accelerating depreciation on specific elements of a property, granting immediate and significant tax benefits. However, these benefits hinge on the presence of a tax liability.
