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Understanding Deferred Sales Trust Fees: What You Need to Know

Would you rather pay capital gains taxes on a significant transaction all at once or put it on layaway and make tax payments over time if given the […]

Deferred Sales Trusts

Requirements To Form a Delaware Statutory Trust (DST)

Since the early 1900s, Delaware has been a preferred jurisdiction for business entities. Delaware is a business-friendly state because of its corporate laws, a long-standing tradition of legal […]

Delaware Statutory Trusts

What Is an Opportunity Zone in Real Estate?

Opportunity Zones allow investors to defer capital gains tax and experience growing capital. Keep reading to learn about Opportunity Zones in real estate. What Are Opportunity Zones? An […]

Opportunity Zone Funds

What Happens to Passive Losses in a 1031 Exchange?

Those who don’t classify as real estate professionals under the Federal income tax code and regulations should be aware of the treatment of passive losses. What happens to […]

1031 Exchanges

Benefits of Hiring a Registered Investment Advisor

Handling finances, investments, and the law can become overwhelming and stressful. So let’s review the different benefits of hiring a registered investment advisor. Helps Reduce Stress Financial and […]

Financial Tales

5 Things You Need To Know About 721 Exchanges

A 721 exchange has similarities to 1031 exchanges, allowing investors to exchange appreciated real estate property for business or investment purposes. They work in operating partnerships that convert […]

721 Exchange

How To Decide if a 721 Exchange Is Right for You

When investors search for alternatives to defer capital gains taxes without having a strict time frame, 721 exchanges make for an optimal choice. Also known as a UPREIT […]

721 Exchange

The Different Types of 1031 Exchanges Explained

Are you considering a 1031 exchange but need help determining where to go? Here are the different types of 1031 exchanges explained. Two-Party Simultaneous Exchange A simultaneous exchange […]

1031 Exchanges

Navigating the World of Publicly Listed Nontraded REITs: Tips for Investors

Here’s a riddle. When is real estate not real estate? Give up? We’ve found that real estate is not real estate when it is owned as a publicly […]

REITs

What Qualifies for a 1031 Tax Deferred Exchange?

Suppose you own investment properties and desire to sell them off. In that case, a 1031 tax-deferred exchange can be a wealth-building tool to sell one investment property […]

1031 Exchanges

How To Choose the Right Opportunity Fund for You

The year 2017 marked a turning point in taxes—the Tax Cuts and Jobs Acts established a tax rule allowing investors to defer their capital gains taxes. In addition, […]

Opportunity Zone Funds

Top Ten Opportunity Zone Funds Frequently Asked Questions (FAQs):

What types of investments qualify for an Opportunity Zone Fund? Opportunity Zone Funds are an investment vehicle designed to spur economic growth in underinvested areas in the United […]

Opportunity Zone Funds
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