Do You Have to Recapture Depreciation in a 1031 Exchange?
Real estate investments can generate many benefits, not the least of which is property appreciation. This means that when you sell that appreciated property, you could realize a profit from that sale. One potential downside could be capital gains taxes. Another is depreciation recapture taxes.
5 Benefits of Including Real Estate in Client Investment Portfolios
Although the pandemic that shut down America back in 2020 is more or less in the rearview, its lingering effects continue to cast a long shadow across the national economy.
How To Form A Delaware Statutory Trust
The state of Delaware has been a preferred jurisdiction for business entities since the early 1900s. Today, nearly 70 percent of all Fortune 500 companies are incorporated in “The First State,” and in 2019, there were almost 1.5 million legal entities registered in Delaware.
How to Help Clients Defer Capital Gains on Their Investment Real Estate
Over the last few years, real estate properties have greatly appreciated. For any of your clients looking to sell, it can mean a nice profit. But with a nice profit comes a not-so-nice tax bill.
How Long Can You Wait to Do a 1031 Exchange After the Selling of Farmland?
A successful 1031 exchange process requires strict adherence to deadlines and an understanding of regulations. One example is exchanging your relinquished property for a replacement property (or properties) of equal or greater value.
What Type of Properties Benefit from a 1031 Exchange?
As mentioned in previous blogs, the only things certain in life are death and taxes. And what’s certain is that if you sell a real estate property, you’ll have to pay, at the very least, capital gain and depreciation recapture taxes.
What Are Tax Planning Strategies When Your Clients Are Selling a Business?
Selling a business at a profit can generate a large tax bill. Experienced business owners know that successfully navigating the tax code is a critical skill. We’ll expand on three tax planning methods that business owners can employ to limit their tax impact.
How 1031 Exchanges Work with Delaware Statutory Trusts (DSTs)
For real estate investors, managing capital gains taxes is one of the many challenges. It can be a good news/bad news scenario when you enjoy the appreciation of an asset and want to leverage the gain by reinvesting but are constrained by the need to pay capital gains taxes.
What Are the Delaware Statutory Trust (DST) Trustee Requirements?
A Delaware Statutory Trust (DST) is a prepackaged, professionally managed, passive real estate investment option for accredited investors. DSTs often have relatively low minimums, but they are illiquid, with holding periods typically ranging from five to ten years.
What Are The Advantages and Disadvantages of Joint Tenancy With Right of Survivorship?
Joint tenancy is a reasonably regular set-up that involves real estate ownership by two or more parties. Common types of shared interests include tenancy in common, community property, or joint tenancy with right of survivorship. Each of these arrangements carries pros and cons. But joint tenancy with right of survivorship (JTWROS) can be helpful in the event of death.
