Author: Kevin Taylor
Understanding the Deferred Property Sale Agreement: A Win-Win for Sellers
Selling a property is a significant decision that involves numerous considerations for both the buyer and the seller. While the traditional method of immediate payment is prevalent, some sellers opt for more flexible arrangements. One such option gaining popularity is
Tax Mitigation Playbook: How much money do you have to reinvest?
In order to defer ALL capital gains and depreciation recapture taxes from the sale of the Relinquished Property the taxpayer must pay an equal or higher price for the Replacement Property than the Relinquished Property was sold. Should any debt
Being a Real Estate agent on your first 1031 Exchange
If you’re a real estate agent working on your first 1031 exchange, you might be feeling a little intimidated. After all, this process can be complex and involves many moving parts. However, with some preparation and a good understanding of
Why we rebalance?
“Rebalancing is both risk management and capital growth” In this Article: the effect of our recent rebalancing a view of our process in action the result of active risk mitigation Overview Our rebalancing process is an important discipline we maintain
Tax Mitigation Playbook: Who manages the 1031 Exchange Process?
Since 1991, IRC § 1031 has required the use of an impartial third party to hold the proceeds from the Relinquished Property sale until the close on the Replacement Property. This third party is known as a qualified intermediary. Not
Do your chores or there will be NO MONEY in your retirement account!!!! ~ DAD
First off, review this list of answers and accept how incredible this idea is, to both fund college, make your kids earn it, and do it all in a tax-advantaged way: Yes, income earned in the home can be put