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IRS Rules to Not Allow a Step Up in Basis for Irrevocable Trusts

By |   Estate Planning Taxes

One of our most powerful estate planning tools is the ability of principal [...]

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Can a Trust Help Avoid Estate Taxes?

By |   Estate Planning Taxes

Several of our clients who have used the 1031 exchange previously to sell i[...]

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Tax Treatment of Vacation Homes - 1031 Exchanges and Other Tax Aspects

By |   1031 Exchange

We are pleased to share this guest blog provided to our readers by Weiming [...]

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Understanding DST Lease Structures

By |   DST

When used as a like-kind replacement property in a 1031 exchange, a Delawar[...]

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Can You Avoid Capital Gains Taxes by Gifting Rental Properties?

By |   Real Estate Investors 1031 Exchange Capital Gains

If you own something, you should be able to give it to someone else – right[...]

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Nervous Over the Safety of Your Bank Deposits? Important Tips from Our Clients

By |   Investor

In this blog post , we are going take a departure from our real estate-orie[...]

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Implications of a Failed 1031 Exchange

By |   Blog 1031 Exchange

A 1031 exchange is often used by investors to defer capital gains taxes whe[...]

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Can You Convert a 1031 Exchange Property into a Principal Residence?

By |   Blog 1031 Exchange

Using a 1031 exchange to swap out one investment property for another can g[...]

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How Long Can You Defer Real Estate Capital Gains Taxes?

By |   Real Estate Investors 1031 Exchange Capital Gains

In our initial discussions with investors who are planning to sell their fi[...]

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Combining a 1031 Exchange and 121 Exclusion

By |   1031 Exchange

If you own real estate that has been used as both a residence and a rental [...]

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