Colton Hoisager

Recent Posts

How to Report the Sale of Rental Property

Correctly reporting the sale of rental property assets is crucial since doing it wrong can result in paying the wrong amount or even paying penalties, and no one wants to do that. Of course, planning for the transaction before executing it is even better than determining the correct reporting after the fact.

Posted by Colton Hoisager on Apr 18, 2021

Refinancing a Rental Property

When interest rates drop, many homeowners decide to refinance their home loans to take advantage of lower mortgage interest rates. A slight decrease can make a big difference in the monthly payment and the amount you pay over a loan's life. As an investment property owner, you may hope to do the same. While it isn't as easy to refinance a rental property as it is an owner-occupied home, you can do it, and it may be well worth the effort.

Posted by Colton Hoisager on Apr 14, 2021

How to Set Up a Retirement Plan

For many, retirement brings unfettered freedom and newfound happiness. From quiet weekday mornings leisurely sipping coffee in a sunlit room to forging new friendships and experiences, retirement provides ample time to enjoy life’s simple pleasures.

Posted by Colton Hoisager on Apr 10, 2021

How to Sell a Shared Ownership Property

If you’ve been paying attention to our blogs, you know that we have written extensively about the benefits of real estate fractional-share ownership, such as the type offered through Delaware Statutory Trusts (DSTs).

Posted by Colton Hoisager on Apr 5, 2021

Does a Triple Net Lease Include Utilities?

A triple net lease (NNN) is a lease agreement between a landlord and a tenant or lessee on a property where the tenant agrees to pay property expenses including real estate taxes, building insurance, and maintenance fees. These expenses are in addition to rent and utility expenses. In most cases, the cost of utilities is dependent on tenant usage. 

Posted by Colton Hoisager on Mar 31, 2021

What States Do Not Tax Retirement Income?

Retirement is something that most people can look forward to. You can choose to permanently leave the workforce behind, kick up your feet, and collect the retirement income that you’ve worked so hard to earn. One important thing to remember — you’ll likely continue to pay taxes.

Posted by Colton Hoisager on Mar 26, 2021

Is Retirement Income Taxable?

When you’re planning for retirement, you need to take taxes into account. Whether or not your retirement income is taxable depends on where your retirement income comes from and how much you’ll have. Income taxes after retirement will likely be one of your largest expenses. Planning for taxes after retirement and knowing what or if you owe anything is the best way to avoid financial stress down the road. 

Posted by Colton Hoisager on Mar 23, 2021

How Long After Realizing Gains Can You Reinvest Into Opportunity Zones?

Thanks to the Tax Cuts and Jobs Act, real estate investors who have capital gains income can benefit from tax incentives offered through the Qualified Opportunity Zone (QOZ) program. Investors can defer or even possibly eliminate a portion of their capital gains tax liability. 

Posted by Colton Hoisager on Mar 20, 2021

What is a Non-Prototype Retirement Plan?

Parsing the language used to refer to the myriad of retirement plan options is a demanding task. Retirement programs are commonly referred to by the applicable section of the Internal Revenue Code and other attributes they share or avoid. Hence, the reference to non-prototype, which indicates the absence of provisions of a prototype plan.

Posted by Colton Hoisager on Mar 16, 2021

How Does Inflation Affect Retirement Planning?

Inflation has a great impact on retirement planning because it is potentially lowering the value of each dollar you save over time. It is definitely something to consider when mapping out a plan for your financial future. 

Posted by Colton Hoisager on Mar 12, 2021

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