How The After-Tax Cash Flow Timeline Works

Tax bags rest atop coin stacks.

Property investors planning to sell their investment properties and reinvest through a 1031 exchange often focus on their next steps after deferring taxes. In the investment process, the After-Tax Cash Flow Timeline serves as a critical planning tool.

May 26, 2025

Do You Have To Pay Taxes On A 1099-S Inherited Property?

Word Tax 2025 on the calculator on documents.Income Statement.

Inheriting a property can be both a financial blessing and a tax question mark — especially when a Form 1099-S shows up in the mail. If you’ve received this IRS form after selling an inherited property, you may ask: Do I owe taxes on this?

May 25, 2025

Tax Deferral: What it Is and How to Use It

Corporate and individual tax payment concept, Businessman filing taxes on laptop financial planning

If you own investment property, tax deferral strategies could be a viable method of maximizing wealth and optimizing financial planning depending on your investment goals and tax situation. Understanding tax deferral could help you determine approaches to dealing with income and appreciation in connection with your real estate portfolio.

Apr 24, 2025

Phantom Tax: What It Is And How It Works

Tax spelt out in wooden blocks.

Tax planning and management are already complex enough. Then comes the unexpected — phantom tax. This concept is something that not many companies and inventors anticipate, but it’s still a tax liability that you must address. Otherwise, you can suffer penalties and other unwanted consequences.

Dec 28, 2024

Depreciation Recapture: What It Is, How It Works & How To Calculate

A paper with the words Depreciation recapture on it

When considering the sale of an appreciated asset, investors have various things to consider. One thing that affects how much they’re going to earn after the transaction is depreciation recapture.

Oct 10, 2024

Do I Need to File IRS Form 4562?

Do I Need to File IRS Form 4562?

When an investor buys an investment property or asset, the IRS allows the investor to take an annual depreciation expense. The investor needs to let the IRS know that depreciation is being taken on the property or properties each year. We'll describe the form to use and when investors should use it.

Oct 1, 2024

Learn Ways to Help Reduce or Defer Taxes

Learn Tax-Deferred Strategies
Download eBook