Opportunity Zones often represent economically compromised communities that desperately need revitalization and investment. Opportunity Zone Funds are private or public partnerships, allowing the government to incentivize investors to […]
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April 21, 2023
What To Expect When You Hire a Fiduciary Consultant
Fiduciary consultants are individuals or organizations with the legal duty to act in the client’s best interest. They create a trustworthy bond with a client while avoiding conflicts […]
April 21, 2023
5 Things To Know Before Starting Your 1031 Exchange Process
A 1031 exchange can offer many tax advantages. This investment originates from Section 1031 of the United States Internal Revenue Code and postpones capital gains taxes on sales […]
April 19, 2023
The Differences Between 721 and 1031 Exchanges
Investing in real estate comes with its pros and cons, and knowing how to pursue property investment successfully takes time and knowledge. So, here are the differences between […]
April 18, 2023
IRC 453a and Installment Sales: What Taxpayers Need To Know
IRC 453a is a tax provision that allows taxpayers to defer the tax on certain installment sales. This article simplifies and explains this provision in plain language for […]
April 11, 2023
Section 453 Deferred Sales Trust: Simplified and Explained
Section 453 Deferred Sales Trust is a tax strategy real estate owners use to defer tax payments and maximize their capital gains. You can learn more about how […]
April 3, 2023
Deferred Sales Trust California: An Overview
A Deferred Sales Trust is a tax deferral strategy for selling highly appreciated assets like real estate or a business. Learn more about using a Deferred Sales Trust […]
March 31, 2023
What Is the Holding Period for Opportunity Zone Investments?
In economically distressed communities, Qualified Opportunity Zones offer the potential for preferential tax treatment through certain conditions. How do Opportunity Zones work, what are the qualifications, and how […]
March 29, 2023
What is Paydown Readvance Zero Cash Flow Investment?
What is a Paydown Readvance? Paydown/readvance is a loan structure allowing borrowers to pay down their loan balance and re-borrow the same amount. The most common use is […]
March 29, 2023
What Are the 5 Benefits of a 721 Exchange?
A 721 exchange can be an optimal choice for deferring capital gains taxes without the hindrance of a strict time frame. Additionally, 721 exchanges offer many benefits and […]
March 27, 2023
Section 453 Structured Installment Sale
A Structured Installment Sale is a type of tax-deferred transaction that allows businesses and individuals to sell assets while spreading the taxable gain over a period of time. […]
March 23, 2023
The History of Delaware Statutory Trusts
Trusts acted as a primary method for wealthy Americans for many years to transfer properties from one generation to the next with minimal taxes and maximum security and […]
