Depreciation Recapture and 1031 Exchanges: What Real Estate Investors Need to Know
Learn how to navigate depreciation recapture and 1031 exchanges to minimize tax liabilities when selling investment property.
Key Considerations for Out-of-State Transactions
Discover key tax and filing considerations for 1031 exchanges across state lines. Learn how to avoid state-specific pitfalls and protect your tax deferral.
721 Exchange vs. 721 via DST: What’s the Difference?
Discover the differences between the traditional 721 exchange and the 721 via DST to maximize your real estate investments and defer taxes.
Reducing Taxes Through 721 Exchanges: A Smart Exit for Real Estate Investors
Learn how 721 Exchanges can help real estate investors defer taxes, transition to passive income, and simplify estate planning.
Qualified Opportunity Zones vs. a 1031 Exchange: Which Is Right for You?
Explore the key differences between Qualified Opportunity Zones and 1031 Exchanges to determine the best strategy for deferring capital gains on real estate investments.
How Wealth Management Supports Strategic Tax Planning
Learn how tax-focused wealth management can help you reduce liabilities, preserve wealth, and align your financial plan with your long-term goals.
Benefits and Drawbacks of Deferring Taxes with a 721 Exchange
Explore the pros and cons of a 721 UPREIT exchange. Learn how deferring taxes, gaining diversification, and transitioning to passive real estate investing impacts your portfolio.
Six Effective Ways to Defer or Reduce Capital Gains Tax
Learn six effective strategies to defer or reduce capital gains taxes, from 1031 exchanges to tax-loss harvesting, and optimize your investment growth potential.
DST vs. Direct Property Ownership: Which Is Better for Your Next 1031 Exchange?
Compare DST 1031 exchanges and direct property ownership. Learn key differences in tax benefits, control, diversification, and investment risk.