What Are the 1031 Exchange Rules in California?
If you need information about 26 U.S. Code § 1031, also known as “Exchange of Real Property Held for Productive Use or Investment,” also known as the 1031 exchange or like-kind exchange, you can learn a great deal from blogs on our website. This is our mission—we help clients manage investment property wealth through the use of this exchange.
What Is the Due Diligence Period in Real Estate?
Whether you’re buying real estate for investment or to live in, you’re putting money into that property. A lot of money. You don’t want to inherit a seller’s problems when you buy.
What Is Ad Valorem Tax, and How Do You Calculate It?
An ad-valorem tax is a tax that is levied on the assessed value of real or personal property. The Latin term ad-valorem translates to English as “according to value.” These taxes can be annual taxes like property assessments or transactional taxes like sales taxes.
What Is Downgrade Risk?
Downgrade risk affects both bond and equity investors. Different entities issue ratings for bonds and stocks. But the net effect of a downgrade is similar for both bonds and stocks. Investors who hold either of these investments are always exposed to downgrade risk. In this article, we’ll discuss what downgrade risk is.
What Is Legacy Planning, and Why Is It Important?
Legacy planning is the process of protecting and transferring assets from the current generation to the next. Careful planning can help preserve the value of your future bequests, assist your heirs with forming their investment strategies, and assist with managing tax obligations. Legacy planning may also include the inclusion of value considerations.
What Is Tax Assessed Value, and How Do You Calculate It?
Paying taxes is unavoidable in making money, whether you earn income through wages or investments. However, investors can seek to manage their tax liabilities through various means, including deferral. One valuable tool is understanding the different taxes, how they apply to your investment holdings, and how the tax amount is determined.
What Is the BRRRR Method in Real Estate?
Mention the words “real estate investment” and what might come to mind is buying a property, finding quality tenants, and generating potential cash flow from rents. There is also the possibility of asset appreciation, meaning you could generate capital gains on the sale of that property.
How Is Legacy Planning Different from Estate Planning?
Some people scoff at the notion that there is a fundamental difference between estate planning and legacy planning. After all, both refer to a plan for distributing your assets after your death, plus related concerns like end-of-life issues. In addition, both types of planning usually involve preserving wealth, sharing good fortune with your heirs, and possibly safeguarding family keepsakes.
Can Unsystematic Risk Be Reduced or Eliminated?
Unsystematic risk is the flip side of the two primary risks investors face. The other risk is called systematic risk. Understanding the difference between these two risks means understanding why some risks can’t be reduced/eliminated from a portfolio while other risks can.
What is a Replacement Property?
Insightful real estate investors use tax-deferred exchanges to help build wealth through the deferral of capital gains taxes. To take advantage of this tax law, investors must use the proceeds of property sales to purchase a replacement property.
