Can you defer tax when you sell investment property? Often, yes. A Section 1031 exchange lets you defer capital gains tax when you swap real property held for business or investment for like-kind real property. The trade-off: strict deadlines — 45 days to identify a replacement and 180 days to close — and, since 2018,…
The Power of Cost Segregation: A must-know tax strategy for real estate investors. Discover how to legally reduce your taxable income and supercharge your investment returns. Have you ever had a great year—your income is growing, your business is thriving—but then you get your tax bill and feel like you’re on a treadmill? You’re…
What is the Net Investment Income Tax (NIIT)? It’s a surprising 3.8% surtax on investment income that can catch even savvy investors. We’re breaking down who owes it and the key strategies you can use to avoid it. So, you’re a pretty successful investor. You feel like you’ve got your taxes down pat. You…
The Real Estate Investor’s Tax Playbook. Discover how to use ‘paper losses’ to reduce your income tax, legally defer 100% of your capital gains, and combine these strategies into a powerful cycle for building generational wealth. For most people, taxes are the single biggest drag on their investment returns. But what if I told…
