Does A Quitclaim Deed Avoid Probate?
For real estate investors considering efficiently transferring property to heirs, avoiding probate is often a top concern. One tool that frequently comes up in this conversation is the quitclaim deed. But does a quitclaim deed help you avoid probate — and is it the right strategy for investment property owners?
What Qualifies as a Tax-Advantaged Strategy?
When investment property owners think about reducing their tax burden, they often encounter a range of strategies—some straightforward, some more complex. While some terms have historically caused confusion, many widely used tax strategies are recognized under U.S. tax law when properly structured and supported by economic rationale. Understanding how to distinguish between tax-efficient strategies and aggressive or noncompliant tactics is an important part of effective investment planning. Evaluating structure, intent, and economic substance is critical to determining whether a tax approach is appropriate and sustainable over time.
Gifting Property & Capital Gains Tax: What You Need to Consider
Real estate is more than just bricks and mortar — for many investors, it’s a cornerstone of legacy and wealth transfer. You may consider gifting your investment property to family or charitable causes as you plan for the future. While gifting can be a valuable estate planning tool, it’s important to understand how it impacts capital gains taxes — both for you and the recipient.
Tax Planning for the Sale of a Second or Vacation Home
Strategies for Real Estate Investors with Second Homes
How Do You Defer Capital Gains Tax on Investment Property?
Capital gains taxes can significantly reduce the net proceeds from the sale of investment property. These gains are generally taxable at the federal level when an asset is sold for more than its adjusted basis. Eliminating capital gains is not possible in most cases, investors may consider using approved strategies to defer the tax liability and improve after-tax outcomes.
