How the Permanent Estate Tax Exemption Changes Planning for Real Estate Investors and Business Owners
Discover how the permanent estate tax exemption changes planning for real estate investors and business owners, offering new opportunities for wealth transfer strategies.
How the One Big Beautiful Bill Act Changes Real Estate and Business Tax Planning in 2026
The One Big Beautiful Bill Act establishes a permanent $15 million estate and gift tax exemption, affecting real estate and business tax planning from 2026 onward.
Installment Sales as an Exit Alternative: When They Work, How They Are Structured, and What Investors Accept in Trade
Explore the benefits and considerations of installment sales versus 1031 exchanges for real estate investors seeking liquidity and tax planning alternatives.
Real Estate Professional Status and the Passive Loss Rules: What the Designation Requires and What It Unlocks
Discover how Real Estate Professional Status can transform rental losses into tax benefits, and learn the requirements and strategies for effective qualification.
Short-Term vs. Long-Term Capital Gains on Real Estate: What the Distinction Means for the Tax Outcome
Understand the crucial differences between short-term and long-term capital gains on real estate and their tax implications, especially for high-income investors.
What Is Depreciation Recapture and How Does It Affect a Commercial Real Estate Sale?
Understand how depreciation recapture impacts commercial real estate sales, affecting tax liabilities and exit strategies for long-term owners.
Tax-Aware Investing: When Loss Harvesting Helps and When It Falls Short
Explore the nuances of tax-aware investing, focusing on loss harvesting strategies, their benefits, and complexities for enhancing after-tax returns.
Planning a Business Exit: The Tax and Wealth Decisions That Define Your Outcome
Discover essential strategies for business exit planning that maximize profits after taxes, emphasizing preparation and informed decision-making for owners.
Ordinary Income Tax Strategies: Solar, Oil & Gas, and CLATs — Choosing the Right Tool
Explore effective ordinary income tax strategies for real estate investors, including solar investments, oil and gas programs, and Charitable Lead Annuity Trusts.