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Understanding 1031 Exchange Requirements

If you are like most real estate investors looking to defer the payment of capital gain taxes, then doing a 1031 exchange may be the solution. A 1031 […]

1031 Exchanges

How to Report Your 1031 Exchange On Your Tax Return

You have completed your 1031 exchange—sold your relinquished property and reinvested the sale proceeds in the purchase of replacement property. But the IRS requires that you report the […]

1031 Exchanges

Delaware Statutory Trust Versus Tenant in Common

Which Is A Better Investment? If you are like most real estate investors looking to defer the payment of capital gains taxes, then finding the best 1031 exchange […]

1031 Exchanges

1031 Exchanges for Dummies

Doing 1031 Exchange the Right Way There are numerous benefits associated with investing in a real estate investment property. They range from diversification to equity building to potential […]

1031 Exchanges

Don't Pay Delaware Statutory Trust (DST) Commissions To Brokers

Trying to understand our fees unrelated to our 1031 DST advising services? Contact us. The Delaware Statutory Trust “Dirty Little Secret” If you’re familiar with our book Financial Tales or […]

1031 Exchanges

Real Estate Like Kind Exchange Rules

Are you looking to sell one or more of your investment properties? Do you hesitate because of the four taxes you would have to pay immediately? What if […]

1031 Exchanges

1031 Exchange vs. Delaware Statutory Trust: 10 Reasons to Consider Delaware Statutory Trust

Avoid Financing Obstacles In a 1031 exchange transaction, the debt placed or assumed on the replacement property must be equal to or greater than the debt relieved in […]

Delaware Statutory Trusts

Why Real Estate Brokers Recommend DSTs to Their Clients

1. DSTs Make Great Back Up Properties You’ve sold a property and you’ve identified a replacement property. Unfortunately, for a variety of reasons, the replacement property can’t settle […]

Delaware Statutory Trusts

Delaware Statutory Trusts Can Help Clients

Delaware Statutory Trusts can help clients: • Defer long term capital gains and depreciation recapture • Receive tax-advantaged income • Provide heirs with a stepped-up cost basis • […]

Delaware Statutory Trusts

Delaware Statutory Trust Case Studies

Case Study #1 - A local CPA explains how their client was selling a property and would have to pay both a substantial capital gains tax and depreciation […]

Delaware Statutory Trusts

Stock Market Trump Vs Obama

A When to When Tale (Perception and Reality) I received a phone call in late June of 2019 from Vincent that wanted some advice with respect to the […]

Financial Tales

FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE

Before making an investment decision people need to ask themselves, “Is there a better alternative? Is there something better to invest in than what I am considering?” If […]

Financial Tales

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