What Is an Unincorporated Business Tax?

What is an Unincorporated Business Tax?

An unincorporated business is any business entity that has not legally registered itself at the state level. It differs from incorporated businesses in one key aspect: incorporated businesses are separate legal entities from their owners, while unincorporated businesses are not.

What Is Tax Loss Harvesting and How Does it Work?

What is Tax Loss Harvesting and How Does it Work?

Tax loss harvesting is a type of portfolio rebalancing for tax efficiency purposes. Most people don’t perform tax loss harvesting manually. Instead, their broker does it automatically. While the process is automated, there are still some areas to look out for, such as the wash sale. Let’s go over how it all works.

Oct 29, 2021

What Are the Laws and Other Legal Considerations for DST Investments?

What Are the Laws and Other Legal Considerations for DST Investments?

Plenty of information is available to investors interested in putting their monies into Delaware Statutory Trusts (DSTs). Such information includes what they are, how they operate, and their advantages and disadvantages.

Can a Tenant in Common Force a Subdivision?

Can a Tenant in Common Force a Subdivision?

Tenant in common (TIC) is a property ownership structure where two or more investors jointly hold title to real property assets.

Oct 27, 2021

What Risk Factors Should Be Considered When Planning Your Portfolio?

What Risk Factors Should Be Considered When Planning Your Portfolio?

The goal of a portfolio is to generate positive returns and conserve capital. However, there are always competing forces at play. Trying to achieve high returns comes with the caveat that you must take on higher risk. Some investors aren’t willing to do that. So investor risk profiles come into play.

Oct 26, 2021

Can an Opportunity Zone Flip Houses?

Can an Opportunity Zone Flip Houses?

The Tax Cuts and Jobs Act created Qualified Opportunity Zones in 2017. The goal of this legislation was and is to encourage investment in economically distressed areas. It does this by incentivizing taxpayers to direct their capital gains (profits from the sale of qualified assets) into new investments in specific areas. The zones are designated census tracts identified as low-income and in need of more significant economic investments. The Treasury Department has recognized over 9,000 census tracts among those nominated by each state and most U.S. territories.

What Is the Efficient Frontier and How Do You Calculate It?

What is the Efficient Frontier and How Do You Calculate It?

The efficient frontier is a concept in finance that can help you identify a potential portfolio for any given return requirement and level of risk.

1031 Exchange Single Family into Multi-family: What You Need to Know

1031 Exchange Single Family into Multi-family: What You Need to Know

Considering a 1031 exchange from a single-family investment property into multi-family? If you set up the exchange correctly and complete the transaction within the strict timeline, it’s possible.

Oct 21, 2021

What Is Excluded from Net Income Investment Tax (NIIT)?

What Is Excluded from Net Income Investment Tax (NIIT)?

What Is the NIIT? The Net Income Investment Tax was imposed beginning in 2013 to help fund the Affordable Care Act. The NIIT is contained in Section 1411 of the Internal Revenue Code and applies a tax rate of 3.8 percent to the net investment income of individuals, estates, and trusts that have income above specific thresholds. It applies to income from these sources:

Oct 21, 2021

What Is Net Operating Income in Real Estate?

What Is Net Operating Income in Real Estate?

To consider the potential profitability of a real estate investment, there is a calculation called the net operating income (NOI). The calculation is done by taking the revenue earned from the real estate investment minus any operating expenses.

Oct 20, 2021

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