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Articles on Taxes

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Conducting a 1031 Exchange on Jointly Owned Property

By | on 26, Sep 2024 |   Taxes Investor

Most real estate investors are familiar with the benefits of a 1031 exchang[...]

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What is a Disregarded Entity?

By | on 12, Sep 2024 |   Taxes IRS

As an accredited investor, understanding the concept of a disregarded entit[...]

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Tax Shelters for Taxpayers

By | on 16, Aug 2024 |   Taxes

Effective tax planning is essential for maximizing your financial success. [...]

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Understanding California Real Estate Transfer Taxes

By | on 07, Sep 2023 |   Real Estate Investors Taxes

Recent measures in California have established massive tax increases on pro[...]

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Understanding the Difference Between Inheritance and Estate Tax

By | on 03, Aug 2023 |   Estate Planning Taxes

Several of our clients who are doing estate planning are often confused abo[...]

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

By | on 13, Jul 2023 |   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 | on 29, Jun 2023 |   Estate Planning Taxes

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

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Tax Consequences When Converting a Rental Property into a Personal Residence

By | on 28, Jul 2022 |   1031 Exchange Taxes

We received several questions in recent weeks about converting a rental pro[...]

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What States Have Inheritance Tax?

By | on 21, Apr 2022 |   Taxes

There was a time when federal estate taxes significantly impacted a high-ne[...]

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Tax Benefits Available to Investment Property Owners

By | on 07, Apr 2022 |   Real Estate Investors Taxes

Most investors know that buying investment real estate can be a great way t[...]

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