What Is a 99-5 Transaction?

Jun 17, 2024

What is a Distribution From a Retirement Plan?

Jun 14, 2024

How To Become A 1031 Exchange Qualified Intermediary

Jun 13, 2024

What Is a Section 1411 Adjustment and How Does it Work?

Jun 10, 2024

Can a Power of Attorney Change a Beneficiary?

Jun 8, 2024

How Can I Calculate a REIT Dividend?

Jun 8, 2024

What Documents Do I Need for Capital Gains Tax?

Jun 7, 2024

What Are the Penalties for Paying Property Taxes Late?

Jun 5, 2024

Is Painting a Capital Improvement?

Jun 3, 2024

What Is the Rule of 69 Percent In Real Estate Investing?

Jun 2, 2024

What Is the 2% Rule in Real Estate Investing?

May 30, 2024

Can You Use Money From a 1031 Exchange To Pay Off a Mortgage?

May 28, 2024

Are Gift Funds Allowed on an Investment Property Purchase?

May 26, 2024

Disadvantages of Delaware Statutory Trust (DST) 1031 Exchange Replacement Properties

May 24, 2024

What Is The Rate Of Return Of A Delaware Statutory Trust?

May 23, 2024

Are HOA Fees Tax Deductible?

May 22, 2024

Ways to Offset Capital Gains

May 20, 2024

Can I Deduct Supplemental Property Tax?

May 18, 2024

Where Do You Record Unrealized Gains and Losses?

May 17, 2024

What Is the 6 Year Rule for Capital Gains Tax?

May 16, 2024

Can You Tax Loss Harvest in an IRA?

May 15, 2024

You Can Do a 1031 Exchange on a Primary Residence—Here's How

May 14, 2024

Can A 1031 Exchange Be Used For New Construction?

May 13, 2024

How Do You Calculate Basis for a 1031 Exchange?

May 9, 2024

When A 1031 Exchange Is Not Always The Right Choice

May 8, 2024

How Many Times Can I Claim Capital Gains Exemption?

May 6, 2024

1099 and Schedule K-1 Forms: What You Need to Know

May 3, 2024

Do You Pay Capital Gains on a Roth IRA?

May 2, 2024

Are Multifamily Properties Considered Commercial?

May 1, 2024

What are Passive Losses on Rental Property?

Apr 30, 2024

Is Home Equity Loan Interest Tax Deductible for a Rental Property?

Apr 24, 2024

Do You Have to Pay Estimated Taxes on Stock Gains?

Apr 18, 2024

What is the Average Return on a 70/30 Portfolio?

Apr 15, 2024

What Is the 50 Percent Rule In Real Estate Investing?

Apr 14, 2024

Can You Own Rental Property While on Social Security Disability?

Apr 13, 2024

Are Executor Fees Deductible on Form 1041?

Apr 12, 2024

Can a Beneficiary Stop the Sale of a Property?

Apr 11, 2024

Is Rental Income Subject to Self-Employment Tax?

Apr 10, 2024

What Are the Benefits, Cons, and Limitations of Modern Portfolio Theory?

Apr 9, 2024

How Do Companies Pay Capital Gains Taxes?

Apr 4, 2024

Who is Exempt From Paying Capital Gains Tax?

Apr 3, 2024

When Do You Pay Capital Gains Tax?

Apr 2, 2024

Retirement Portfolio Asset Allocation by Age: What You Need to Know

Mar 27, 2024

How to Know if You Qualify for a 1031 Exchange

Mar 22, 2024

The Top 10 Things You Should Know About 1031 Exchanges

Mar 21, 2024

What is the 3K Capital Loss Rule?

Mar 20, 2024

You Can 1031 Exchange Into A REIT, Here's How

Mar 17, 2024

[Webinar Recap] How To Treat Your DSTs During Tax Season: Filing Taxes in Multiple States

Mar 16, 2024

Do You Pay Capital Gains Tax on Divorce Settlements? 

Mar 15, 2024

5 Myths About Delaware Statutory Trust (DST) Funds That You Need to Know

Mar 13, 2024

[Webinar Recap] What is a Sponsor and How Can Investors Evaluate Them?

Mar 12, 2024

How Does Rental Property Affect Debt to Income Ratio?

Mar 11, 2024

Potential Pitfalls To Consider When Choosing A DST Advisor Or Broker

Mar 6, 2024

Do Bank Accounts with Beneficiaries Have to Go Through Probate?

Mar 5, 2024

What Are Schedules 1, 2, and 3 on Tax Form 1040 and What Are They Used For?

Mar 1, 2024

How to Calculate Cost Basis for Rental Property

Feb 29, 2024

Is the 1% Rule of Real Estate Investing Realistic?

Feb 28, 2024

Do You Pay FICA on Retirement Income?

Feb 26, 2024

Is Land Tax Deductible on Investment Property?

Feb 25, 2024

Capital Gains Taxes On Joint Ownership Property: What You Need To Know

Feb 22, 2024

How Does Fee-Based Financial Planning Work?

Feb 19, 2024

Is Retirement Pension Considered Income?

Feb 16, 2024

What Happens If I Don't Depreciate My Rental Property?

Feb 15, 2024

The Basics of Single-Tenant Net-Leased (STNL or NNN) Properties

Feb 14, 2024

Can You Convert a Single-Family Property to a Multifamily Investment?

Feb 13, 2024

How Is Rental Income Taxed in California?

Feb 12, 2024

What Is the Difference Between Form 1040 and 1040-SR?

Feb 11, 2024

Are Capital Gains Included in Adjusted Gross Income?

Feb 10, 2024

Are Cars Exempt from Capital Gains Tax?

Feb 9, 2024

What Types Of Costs Are Included In Adjusted Basis?

Feb 7, 2024

Can You Deduct Realtor Fees From Capital Gains?

Feb 6, 2024

DST Risks & Fees

Feb 5, 2024

What are the Pros and Cons of a Deferred Sales Trust?

Feb 4, 2024

What Are The Steps in the Financial Planning Process?

Feb 3, 2024

What is a Baby REIT?

Feb 2, 2024

Can You Deduct Mortgage Interest on a Rental Property?

Feb 1, 2024

What Is the 2-Out-of-5-Year Rule?

Jan 31, 2024

Can You Avoid Paying Capital Gains Tax by Buying Another House?

Jan 30, 2024

1031 Exchange Timeline: A Guide to Rules and Process

Jan 29, 2024

Does Tenancy By The Entirety (TBE) Offer Protection From Creditors?

Jan 28, 2024

Drop and Swap 1031 Exchange in California: How to Navigate the Process

Jan 27, 2024

Do REIT ETFs Pay Dividends?

Jan 26, 2024

How to Report the Sale of Inherited Property On a Tax Return

Jan 25, 2024

What Is A Realty Trust?

Jan 24, 2024

How to Pick A Delaware Statutory Trust Broker

Jan 23, 2024

Can You Rent an Investment Property to a Family Member?

Jan 22, 2024

Can You Claim a Section 179 Deduction on Rental Property?

Jan 21, 2024

Are Refinance Closing Costs Tax Deductible on Rental Property?

Jan 20, 2024

Can A Spouse Override A Beneficiary?

Jan 19, 2024

Can You Depreciate DST Interest?

Jan 18, 2024

Do You Pay Medicare Tax on Retirement Income?

Jan 17, 2024

Does a General Power of Attorney Cover Medical Decisions?

Jan 16, 2024

Partial 1031 Exchange Rules You Need to Consider

Jan 15, 2024

What 1031 Exchange Expenses are Added to Basis?

Jan 14, 2024

Can a 1031 Exchange Include Renovations?

Jan 12, 2024

Can a Spouse Override a Trust?

Jan 10, 2024

Do You Have to File a 706 Form to Get a Step Up in Basis?

Jan 9, 2024

If I Sell Inherited Land, Is it Taxable?

Jan 7, 2024

Can a Spouse Override a Will?

Jan 5, 2024

Are K-1 Distributions Considered Taxable?

Jan 4, 2024

Can Selling My Investment Property Affect My Social Security Benefits?

Jan 3, 2024

What is the Difference Between Durable and General Power of Attorney?

Jan 2, 2024

How Much Does a Medical Power of Attorney (MPOA) Cost?

Jan 1, 2024

What are the Exceptions to the 2 out of 5 Year Rule?

Dec 31, 2023

Does Tenancy by Entirety (TBE) Avoid Probate?

Dec 30, 2023

How to Identify a Property with Your Qualified Intermediary

Dec 29, 2023

Are Opportunity Zone Funds Still Available?

Dec 28, 2023

Can My Lawyer Be a Qualified Intermediary (QI) for a 1031 Exchange?

Dec 26, 2023

Do I have to Report Rental Income from a Family Member?

Dec 25, 2023

When is an UPREIT Taxable?

Dec 24, 2023

1031 Improvement Exchange Rules: What You Need to Consider

Dec 23, 2023

What is a Tenants In Common (TIC) Syndication?

Dec 22, 2023

Can You Lose Money Investing in a DST?

Dec 21, 2023

What Happens at the End of a Delaware Statutory Trust (DST)?

Dec 20, 2023

How Much Can You Inherit Without Paying Taxes?

Dec 18, 2023

How UPREITs Can Potentially Benefit Property Owners

Dec 16, 2023

How is Debt Treated in an UPREIT?

Dec 15, 2023

Examining Sponsor Payments and Yield Manipulation Tactics

Dec 14, 2023

Are You Having These Three Conversations About Real Estate With Your Advisory Clients?

Dec 13, 2023

DST Due Diligence: What to Consider?

Dec 12, 2023

Ways to Help Your Clients Cash Out of Their Real Estate Investments

Dec 11, 2023

Can a DST Be a REIT?

Dec 10, 2023

Do You Have to Recapture Depreciation in a 1031 Exchange?

Dec 9, 2023

5 Benefits of Including Real Estate in Client Investment Portfolios

Dec 8, 2023

How To Form A Delaware Statutory Trust

Dec 8, 2023

How to Help Clients Defer Capital Gains on Their Investment Real Estate

Dec 7, 2023

How Long Can You Wait to Do a 1031 Exchange After the Selling of Farmland?

Dec 6, 2023

What Type of Properties Benefit from a 1031 Exchange?

Dec 5, 2023

What Are Tax Planning Strategies When Your Clients Are Selling a Business?

Dec 5, 2023

How 1031 Exchanges Work with Delaware Statutory Trusts (DSTs)

Dec 4, 2023

What Are the Delaware Statutory Trust (DST) Trustee Requirements?

Dec 4, 2023

What Are The Advantages and Disadvantages of Joint Tenancy With Right of Survivorship?

Dec 3, 2023

Do You Recapture Depreciation on an Installment Sale?

Dec 2, 2023

Do You Pay Taxes On Capital Gains That Are Reinvested?

Dec 1, 2023

What is a Triple Net (NNN) DST?

Nov 30, 2023

Can Capital Losses Offset Dividend Income?

Nov 29, 2023

How Long Do You Have to Hold Property in a 1031 Exchange?

Nov 29, 2023

Does Tenancy by the Entirety (TBE) Have Right of Survivorship?

Nov 28, 2023

Do I Have to Pay Tax on Stocks If I Sell and Reinvest?

Nov 28, 2023

1031 Exchange Summary: Breaking Down the Key Components

Nov 27, 2023

The Role of UPREITs in the Evolving Real Estate Landscape

Nov 26, 2023

How Many Investors Can a DST Have?

Nov 25, 2023

How to Set Up a 1031 Exchange

Nov 24, 2023

Does a Medical Power of Attorney Need to be Notarized?

Nov 23, 2023

DST Deals: What to Look for in a DST Offering

Nov 22, 2023

Capital Gains on Inherited Properties in Texas: What You Need to Know

Nov 21, 2023

How Can I Help My Clients Build Real Passive Estate Portfolios?

Nov 21, 2023

1031 Exchange Estate Planning: What Happens If the Owner Passes Away

Nov 20, 2023

How Do You Get Your Money Out of a DST?

Nov 19, 2023

Is Real Estate an Alternative Investment?

Nov 18, 2023

Is Depreciation Recapture Ordinary Income?

Nov 17, 2023

What Happens if a Tenant in Common (TIC) Refuses to Sell?

Nov 17, 2023

Can You Do a 1031 Exchange With a Mortgage?

Nov 16, 2023

Is Section 1033 Mandatory?

Nov 15, 2023

When Should I Receive My 1099-R Form?

Nov 14, 2023

How to Choose a DST Advisor

Nov 14, 2023

What Assets Get a Step-Up in Basis at Death?

Nov 13, 2023

Are Capital Gains Distributions Eligible for Opportunity Zones?

Nov 12, 2023

What Is SFH in Real Estate?

Nov 11, 2023

Does a Delaware Statutory Trust Hold Title to Real Estate?

Nov 10, 2023

What Financial Advisors Should Know About 1031 Exchanges

Nov 9, 2023

Does a Limited Power of Attorney Need to Be Notarized?

Nov 9, 2023

Tenants In Common Right To Occupy: A Closer Look At This Unique Property Right

Nov 8, 2023

Can You Depreciate a Delaware Statutory Trust?

Nov 8, 2023

What Is The Purpose Of A Cy Pres Doctrine?

Nov 7, 2023

Can Furniture Be Used in a 1031 Exchange?

Nov 7, 2023

The Role of Operating Partnership Units in UPREITs

Nov 6, 2023

Is Estate Planning Tax Deductible?

Nov 5, 2023

How to List a Rental Property for Sale

Nov 4, 2023

DST Tax Filing Deadline: What to Know

Nov 3, 2023

What is Alternative Asset Management?

Nov 2, 2023

How To Buy Into A Delaware Statutory Trust

Nov 2, 2023

Can You Invest in a DST Without a 1031?

Nov 1, 2023

How Long Can You Carry Over Rental Losses?

Oct 31, 2023

Using a Delaware Statutory Trust in Estate Planning

Oct 31, 2023

Are REITs Considered Defensive Investments?

Oct 30, 2023

What Are Income Replacement Strategies To Use When Your Clients Are Exit Planning?

Oct 30, 2023

Is a Delaware Statutory Trust (DST) a Pass-Through Entity?

Oct 27, 2023

How to Activate Springing Power of Attorney

Oct 26, 2023

Is a Delaware Statutory Trust (DST) a Legal Entity?

Oct 26, 2023

Investing in Gross Lease vs Net Lease - What You Need to Consider

Oct 25, 2023

Do Investors Own the Property in a Delaware Statutory Trust?

Oct 24, 2023

What Should You Do When Your Client Wants to Retire from Real Estate?

Oct 24, 2023

What Are the Advantages of Investing in a Delaware Statutory Trust in California?

Oct 23, 2023

Is There a One-Time Capital Gains Exemption?

Oct 21, 2023

What Financial Planning Clients Wish Their Advisors Knew About Investment Real Estate

Oct 20, 2023

Can You Cash Out of a Delaware Statutory Trust (DST)?

Oct 19, 2023

How to Create Tenancy By the Entirety (TBE)

Oct 19, 2023

What is a "Springing LLC"?

Oct 18, 2023

What Are The 10% and 30% Rules for REITs?

Oct 17, 2023

What is The Deferral Period for Opportunity Zones?

Oct 17, 2023

Delaware Statutory Trust (DST) Debt Liabilities: What You Need to Know

Oct 16, 2023

Delaware Statutory Trust Liquidity: What You Need to Know

Oct 15, 2023

Revenue Ruling 2004-86: What You Need To Know

Oct 14, 2023

How Do REITs Make Money?

Oct 13, 2023

What is a Zero Coupon Delaware Statutory Trust?

Oct 12, 2023

What are the Opportunity Zone Benefits for Developers?

Oct 12, 2023

721 UPREIT Exchange: The 6 Things You Need to Know

Oct 11, 2023

Can Passive Rental Losses Offset Other Passive Income?

Oct 10, 2023

Alternative Trading Systems: An Overview for Investors

Oct 10, 2023

Download The Guide To 1031 Exchange

The 1031 Investor's Guidebook
Download eBook