Internal Revenue Code
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Qualified Opportunity Zones vs. 1031 Exchanges
real estate investing When it comes to real estate investing through qualified opportunity zones and 1031 exchanges, inquiring minds want to know which one is right for them.
By Daniel Goodwin Published
real estate investing -
What’s a DST? The Lowdown for Real Estate Investors
real estate investing Delaware Statutory Trusts can potentially solve a lot of problems for real estate investors and those considering a 1031 exchange in this hot market. Here’s what you need to know if you are considering investing in DSTs.
By David Wieland Published
real estate investing -
2 Strategies to Reduce Taxes from the Sale of Your Business
small business Long before you sell your business is the right time to explore ways to protect your proceeds from harsh taxation. Two possible strategies: the Qualified Small Business stock exclusion and a non-grantor trust.
By Timothy Barrett, Trust Counsel Published
small business -
How Taxes Impact Your Wealth Gap
tax planning Taxes are unavoidable, and if you look at their history, they could be on the rise soon. So, use the Internal Revenue Code to reduce your retirement wealth gap.
By Justin Goodbread, CFP®, CEPA, CVGA Published
tax planning -
5 Types of Investors Who Should NOT Do a Delaware Statutory Trust
real estate investing Delaware Statutory Trusts, or DSTs, solve a lot of problems for real estate investors interested in a 1031 exchange … but they’re not right for everyone.
By Daniel Goodwin Published
real estate investing -
Top Tax Issues to Watch Out for This Year
tax filing One major recommendation for all taxpayers is do NOT procrastinate on your 2021 tax return. It’s more important than ever this year.
By Kara Duckworth, CFP®, CDFA® Published
tax filing -
1031s: Minimizing the Tax Burden on Investment Property
real estate investing A 1031 exchange can give you more cash on hand when upgrading your investment properties. When used wisely, 1031s can even lower your overall tax burden. But there are several pitfalls to avoid.
By Samuel V. Gaeta, CFP® Published
real estate investing -
This Valentine’s Day – Think … Trust Income Tax Savings!
estate planning Valentine’s Day is synonymous with hearts and flowers, but for those with non-grantor trusts, there’s another symbol that could be associated with it: dollar signs.
By John M. Goralka Published
estate planning -
The Problem With Today’s Hot Real Estate Investment Market
real estate investing With prices this high, it’s tempting to cash out of a real estate investment right now. But if you want to do a 1031 exchange to avoid a tax hit, you could have a big problem on your hands. Here’s what that problem is, and how a Delaware Statutory Trust could help solve it.
By Daniel Goodwin Published
real estate investing