The Realized Team’s Picks
The Effects Of Taxes When Selling Investment Property
The sale of investment property is taxed differently than the sale of your primary residence. A primary residence allows you to exclude $250,000 of gains when filing single and $500,000 when married filing jointly. Investment property tax calculations aren’t so simple. In this article, we’ll break down the various investment property capital gains tax calculations and provide a few tax-saving tips.
The Key Dates Around Opportunity Zones
Knowing important Opportunity Zone (OZ) dates are a critical component of getting the most out of any OZ investment. To help you keep up with the myriad list of OZ dates, we’ve put together a list of what to keep an eye on, along with information about how recent regulations have affected the OZ environment.
How Is An UPREIT Structured?
For investors who want more options than what is provided by a 1031 exchange, a 721 exchange is a great alternative. Just like a 1031 exchange, you’ll be able to take advantage of tax deferral on gains.
The Tax Benefits of Real Estate Investing
The Land Act of 1820 was one of America’s first solutions for motivating people to buy land in “The West.” By reducing the minimum price and size of a standard tract, the government made land ownership throughout the country accessible for average Americans—not just the wealthy.
When Are The 2020 Capital Gains Taxes Released?
Finding out next year’s tax rates and brackets can help you get a jump on tax planning or make important decisions before the current year ends. In this article, we’ll look at changes in 2020 taxes and what causes our taxes to change every year.
What is Like-Kind Property in Real Estate?
After researching 1031 exchanges, you might find yourself wondering what “like-kind property” really means when it comes to real estate. It’s a vague and sometimes misunderstood term when it comes to tax deferred exchanges. The Internal Revenue Code defines like-kind properties as those that have been held for productive use in a business or trade, or as an investment. Like-kind, as used in this code section, means a property that is “similar in nature or character, regardless of differences in grade or quality.” Still not clear?
The Differences In Tax Statements
Depending on how you are involved with a property, there are different tax forms to consider when filing your income taxes. These forms also arrive at different times of the year. In this article, we discuss three common real estate tax forms.
How To Treat Your DSTs During Tax Season
Tax season can be a confusing time of year. As a first time Delaware Statutory Trust (DST) investor, you’ll have an extra layer of confusion to deal with. This article is meant to give you a heads up on what to expect at year-end when it comes to DST tax documents.
Innovations in Delaware Statutory Trusts
With a number of recent innovations, Delaware Statutory Trusts (DSTs) are offering a lot more opportunities for investors. There are now more property types to choose from, along with a couple of new ways to structure your DST. Flexible financing is always a great option to have in your investment toolbox, so be prepared to make some room for DSTs. Towards the end of this article, you’ll learn about special financing that only comes with DSTs. Let’s dive in and evaluate three areas where DSTs can directly benefit investors.
Capital Gains Tax Rate Treatment On The Way In And Out
Here at Realized, we can help you complete a 1031 exchange to defer your capital gains tax bill and create a tax-efficient investment portfolio. One risk that you face when you defer your capital gains tax bill is that the capital gains tax rate may be different than it is now when it does come time to pay the bill.
