623-229-0463 Category: Real Estate
A 1031 exchange is an IRS-approved like-kind exchange that allows owners of investment or business real estate to defer capital gains taxes by reinvesting sale proceeds into qualifying replacement property. While a 1031 exchange is a common strategy, it is not the only option for managing or deferring taxes when selling real estate. Depending on […]
Many high-net-worth families hold some of their wealth in investment real estate, which they may eventually sell in order to cash out growth and reinvest wealth into new opportunities or a more diversified portfolio. However, selling investment real estate can have a range of implications that families should know before taking action. How Can Trusts […]
Many people hold significant portions of their wealth in real estate. However, when they sell property for reinvestment or to fund their retirement, they can lose a portion of that wealth to capital gains taxes. Knowing how to defer capital gains tax on real estate can help you preserve your wealth and maximize its continued […]
If you own valuable real estate holdings, you could be concerned about the impact that capital gains taxes can have on your wealth — particularly if you plan to pass your property on to loved ones after your death. Fortunately, you can use certain trusts to benefit from specific tax rules, such as the stepped-up […]
If you’re holding or planning to hold property, you have multiple options for structuring your real estate operation. Two structures to consider are trusts and limited liability companies (LLCs). But what’s the difference between a real estate investment trust vs. an LLC? Both frameworks offer benefits, but they serve very different purposes depending on your […]
Are you conducting a real estate transaction? If so, you might wonder whether you need a real estate lawyer or a real estate agent to protect your rights and financial interests. Here’s what you need to know about the differences between these two types of real estate professionals. What Does a Real Estate Attorney Do? […]