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...by subtracting the capital gains deferred ($130,000) from the purchase price of the new property ($500,000), leaving you with a new cost basis of $370,000 Conclusion Fortunately, you don't need...

...add conflict of interest. To learn more about 721 Exchanges, schedule your complimentary phone call with Sera Capital today. Learn more about exchanging into a REIT. How we got started......

...you paid off a remaining $200,000 on the mortgage. If you use a 1031 exchange to reinvest that money in a $400,000 property, taking on $100,000 in new debt. That...

...wealth accumulation, preservation, and distribution. It encompasses core elements such as financial planning, investment management, and, crucially, tax planning—tools that can sculpt an individual’s financial destiny. The core of wealth...

...capital gains income taxation going rates reach upward of 20 percent. It’s an incredibly staggering number—if an investor makes a million-dollar real estate sale, they must pay an estimated $200,000...

...the taxpayer. So, your parents, relatives, children, or spouse cannot act as your facilitator. Also, it specifies that any individual considered as ‘your agent’ or on your payroll cannot act...

...like kind as the property sold. You also must hold both properties for business, productive use in a trade, or investment (26 U.S.C. § 1031(a)). But if you’re doing a...

...estate planning • Unwind real estate positions • Ensure that real estate transactions close in the 45-day identification period • Match debt and equity • Solve the “boot” problem, when...

...apart. Our Focus: Minimizing Taxes, Maximizing Your Sales Proceeds Why Choose Us? Most commercial real estate brokers focus on selling or leasing, often leaving individuals without guidance on tax-efficient exits....

...Revenue Ruling 2004-86 blessed the Delaware Statutory Trust (DST) as “Like Kind” exchange property for the purposes of a 1031 exchange. This article gives a brief overview of the various...

...mailed, telecopied, or otherwise sent; Before the end of the identification period to your Qualified Intermediary Furthermore, your identified replacement properties must be clearly described i.e. the type of property,...