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        Articles on Taxes

        Featured Post

          Paul Getty   Sep 18, 2025

        Diversification Strategies for Delaware Statutory Trust (DST) Investors: Mitigating Risks of Concentration and High Distribution Yields

        Delaware Statutory Trusts (DSTs) have become a popular investment vehicle for real estate investors, particularly those utilizing 1031 exchanges. They o[...]

        Real Estate Investors 1031 Exchange DST
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        Recent Posts

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        Understanding Form 8824: A Comprehensive Guide to Maximizing Tax Benefits

        By Paul Getty | on 04, Sep 2025 |   Taxes

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

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        What Real Estate Investors Need to Know About Trump’s One Big Beautiful Bill

        By Paul Getty | on 07, Aug 2025 |   Featured Real Estate Investors Taxes

        The recently passed One Big Beautiful Bill Act (OBBBA) is a sweeping overha[...]

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        Why We Need an Indexed Capital Gains Tax Exemption

        By Paul Getty | on 24, Jul 2025 |   1031 Exchange Taxes

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

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        The Sale of Your Business is Imminent - Now What About the Tax Bill?

        By Paul Getty | on 26, Jun 2025 |   1031 Exchange Taxes

        You’ve put in the work. After years—maybe decades—of building and growing y[...]

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        Striving to Make the Most of Your Capital Gains with a 1031 Exchange

        By Paul Getty | on 31, Oct 2024 |   Taxes Capital Gains

        When selling an investment property, one of the most common concerns is how[...]

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        Conducting a 1031 Exchange on Jointly Owned Property

        By Paul Getty | 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 Paul Getty | 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 Paul Getty | 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 Paul Getty | 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 Paul Getty | on 03, Aug 2023 |   Estate Planning Taxes

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

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        Diversification Strategies for Delaware Statutory Trust (DST) Investors: Mitigating Risks of Concentration and High Distribution Yields
         Real Estate Investors  1031 Exchange  DST  New featured
        Understanding Form 8824: A Comprehensive Guide to Maximizing Tax Benefits
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        FGG1031 | First Guardian Group and Emerson Equity LLC do not provide legal or tax advice. Securities offered through Emerson Equity LLC Member FINRA/SIPC and MSRB registered. Emerson Equity LLC is unaffiliated with any entity herein.

        1031 Risk Disclosure:

        • There is no guarantee that any strategy will be successful or achieve investment objectives;
        • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
        • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
        • Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
        • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
        • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

        No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward looking statements are never an assurance of future results.

        Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read and understand all of the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

        Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

        NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by FGG1031 | First Guardian Group, Emerson Equity LLC, or any affiliate, or partner thereof. FGG1031 | First Guardian Group does not warrant the accuracy or completeness of the information contained herein.

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