Tag Archive for ‘tax advantages’

President’s Tax Proposal Impacts Cash Flow Real Estate

The dramatic return difference between dividend-producing stocks and cash flow real estate makes cash flow real estate very compelling. It will become even more so if the president’s latest budget proposal becomes law. I expect the looming law changes will cause cash flow real estate to become a more mainstream investment for millions of Americans.

Considering a 1031 Exchange? Now is the Time

Now is an ideal time for eligible investors to build long-term wealth and capitalize on current market conditions. 1031 exchanges are a great tool to dispose of under-performing assets and replace them with high cash flow properties. This article explains the process and the best areas to invest.

529 Plans Fall Short

According to fund-researcher Morningstar, the average 529 plan fell 9.5% in the third quarter of 2011 and is down nearly 6% for through Sep 30th. So what are parents to do?

Lower Tax Bill = Higher Returns

During a time of stock market volatility, having some control in returns is another advantage of real estate as an alternate investment class. With investment properties a successful tax appeal may in some cases may increase the return by 1 or 2% and substantially increase cash flow by several hundred dollars a year.

The Tax Advantages of Investment Real Estate (3 of 3) – 1031 Exchanges

1031 Exchanges are one of the most valuable tools to build an investment real estate portfolio while deferring taxes indefinitely. This case study illustrates the value of 1031 Exchanges and outlines long term tax deferral strategies.

The Tax Advantages of Investment Real Estate (2 of 3) – Capital Gains & Depreciation Tax

What are the tax ramifications of investment property regarding capital gains and depreciation recapture tax?

Use these tax deferral strategies to free up money now and pay less in taxes later.

The Tax Advantages of Investment Real Estate (1 of 3) – Depreciation & Shielding Your Investment

As a tax advantage, depreciation is the most important, immediate, obvious benefit of holding real estate as an asset class.

Depreciation – a case study. Using the numbers to show you key tax advantages to shield your investments and defer taxes.

Get an Early Start for a Successful Exchange

When looking to 1031 exchange, it is important to plan ahead in order to ensure your exchange goes smoothly. Investors searching for 1031 replacement property must act quickly to stay in compliance with the 1031 exchange rules.

Basics of a 1031 Exchange

Key Terms & Concepts of a 1031 Exchange Replacement Property: The property being purchased in the 1031 exchange from proceeds of sale of relinquished property. Relinquished Property: The property being sold in a 1031 exchange of which one is transferring gains from. Boot: Everything of value other than “like-kind” property which you receive during an [...]

What is a 1031 Exchange?

What is a Tax-Deferred 1031 Exchange? Normally when an investor sells a real estate holding for a gain, capital gains tax is due in conjunction with the sale.  A 1031 exchange in real estate, sometimes known as a 1031x or tax-deferred exchange, offers investors the opportunity to defer payment of capital gains taxes on the gain [...]