Section 1031 Exchanges For Real Estate Investors And Professionals

Author : Bradley Borden
Publisher : Vandeplas Pub.
Page : 342 pages
File Size : 45,5 Mb
Release : 2021-08-16
Category : Electronic
ISBN : 1600425399

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Section 1031 Exchanges For Real Estate Investors and Professionals by Bradley Borden Pdf

Most owners of real property wish to preserve the value of their investments, and many accomplish that goal by exchanging properties under section 1031 of the Internal Revenue Code. Although many property owners and their advisors have heard of section 1031, they may not be aware of all the nuances of section 1031. This book details the benefits of section 1031 and illustrates its application to typical and complex transactions. Using practical examples, the book demonstrates how taxes paid on the disposition of real property can erode a property owner's net worth and how doing a section 1031 exchange can prevent that erosion. The book describes several types of exchanges, including multi-party exchanges, deferred exchanges, reverse exchanges, improvements exchanges, and drop-and-swaps, and leads readers through each of those exchange structures with real-world examples and diagrams. The book also discusses related-party exchanges, exchanges of mixed-use property (i.e., property held for both business and personal use), and factors that may affect an investor's decision to acquire a DST, TIC interest, or triple-net property as replacement property.

Author : Edwin V. Horan MS
Publisher : Trafford Publishing
Page : 248 pages
File Size : 53,7 Mb
Release : 2020-04-16
Category : Business & Economics
ISBN : 9781698700366

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How to Do a 1031 Exchange of Real Estate by Edwin V. Horan MS Pdf

How to Do a Like Kind Exchange of Real Estate If you own investment, business, or rental real estate this book can save you thousands of dollars in capital gains taxes. It is a true how to do book. The IRS requires a taxpayer to use a qualified intermediary if they wish to take advantage of the ‘safe harbor’ procedures established in the IRS regulation for a deferred exchange. This book explains the important and mandatory tasks for both the qualified intermediary (QI) and the taxpayer in an exchange. Simple to follow instructions and forms in this book will help you – — Learn if your property qualifies for a 1031 like kind exchange — Figure how much tax you will have to pay Uncle Sam if you sell — Determine what your reinvestment requirements will be — Know what documentation is required — Understand the exchange escrow requirements and rules — How to report the exchange to the IRS and much more !!!

Author : Kathy Heshelow
Publisher : iUniverse
Page : 153 pages
File Size : 49,5 Mb
Release : 2006-04
Category : Business & Economics
ISBN : 9780595385393

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Effortless Cash Flow by Kathy Heshelow Pdf

If you are considering investing in a pre-packaged commercial property such as an office tower or a retail shopping center, Effortless Cash Flow: The ABC's of TICs (Tenant in Common properties) will guide you through the process and help you weigh the pros and cons of this type of investment. The worlds of commercial real estate, securities, finance, and law are intricately woven together in a TIC investment. Author Kathy Heshelow is a seasoned commercial real estate broker and licensed securities representative who shares varied personal experiences as she leads you through the complex structure of TIC investments. Heshelow provides basic overviews and thoroughly answers such common questions as: Why are TIC properties so popular? What is the 1031 Tax Deferred Exchange? Are TIC properties considered real estate or securities? Who are the professionals involved in the TIC transaction? What are the pros, cons, and steps to investment? Today's world offers more for investors than ever before. If you are contemplating a TIC investment, Effortless Cash Flow: The ABC's of TICs (Tenant in Common properties) will help you make an educated investment decision and decipher the inherent advantages and disadvantages.

Author : Jack Cummings
Publisher : John Wiley & Sons
Page : 305 pages
File Size : 50,7 Mb
Release : 2005-03-18
Category : Business & Economics
ISBN : 9780471724322

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The Tax-Free Exchange Loophole by Jack Cummings Pdf

Discover the Greatest Investment Tool of All Time! The tax breaks and loopholes built into real estate make it one of the most profitable investments in the world. In fact, the real estate tax exchange loophole--known as the 1031 Exchange--is one of the greatest tax loopholes in existence. This loophole allows a real estate investor to sell a property without paying a penny in capital gains tax--as long as the investor reinvests his or her profits into another property. Not only is this a great way to invest without paying taxes, it's also a great way to grow real wealth over time. The rules can be confusing, but tax exchange works for every investor, big or small. This handy guide offers detailed, step-by-step advice on using the 1031 Exchange--and much more: * How the capital gains tax works * Other little-known real estate loopholes * Creative real estate financing techniques * Advanced elements of tax-free exchanges * Terms and concepts you need to know * Eight things that can hold up a closing * Transferring debt to other properties * How zoning laws affect your investments * How tax-free exchanges affect your tax shelter * Where to find potential exchanges * Twelve creative techniques applied to exchanges * Nine booby traps to watch out for in exchanges Don't wait--use the 1031 Exchange to start building your fortune today!

Author : Richard A. Robinson
Publisher : iUniverse
Page : 345 pages
File Size : 51,8 Mb
Release : 2004
Category : Real estate sales tax
ISBN : 9780595298495

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Federal Taxation of Real Estate Exchanges by Richard A. Robinson Pdf

Federal Taxation of Real Estate Exchanges is a crash course in the art of the deferred real estate exchange. Learn easy steps to sell old real estate and buy new without paying federal income taxes by using IRS safe-harbor exchange rules. It's the definitive guide to taxation of real estate exchanges for real estate investors and serious professionals who are seeking a growing sophistication and appreciation of how powerful the deferred exchange is in the fast changing world of real estate investments. Federal Taxation of Real Estate Exchanges was first born as a three-day continuing education seminar which author Rich Robinson wrote and taught to thousands of real estate agents, CPAs and investors from coast-to-coast. During this time Rich teamed up with real estate broker and Qualified Intermediary, Jim Maxwell. By combining Rich's years of experience as a CPA, writing and teaching federal taxation of real estate transactions and Jim's practical "street smart" knowledge and background in real estate exchanging, they created a new educational program presented at the National Association of Realtors(R) Annual Convention. This course is based on that highly successful program.

Author : Jackie Sonnenberg
Publisher : Atlantic Publishing Company
Page : 290 pages
File Size : 46,7 Mb
Release : 2008
Category : Business & Economics
ISBN : 9781601382085

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The Complete Tax Guide for Real Estate Investors by Jackie Sonnenberg Pdf

Many people invest in real estate, from second homes to apartment complexes, condos, townhouses, and commercial buildings and realize a profit from doing so. However, real estate investors have begun to discover that there are a plethora of tax issues associated with buying and selling real estate. The Complete Tax Guide for Real Estate Investors will take the mystery out of these tax issues and even provide you with tax planning strategies. In this new book you will learn how to implement tax savings programs successfully to reduce or eliminate the resulting income tax from the sale of real estate, how to use the IRS tax code to your advantage through depreciation, how to set up annuity trusts and charitable remainder trusts, and how to avoid paying federal taxes. You will become knowledgeable about the different types of 1031 exchanges, including deferred exchanges, simultaneous exchanges, forward delayed exchanges, construction exchanges, reverse exchanges, two-party exchanges, and three-legged exchanges, as well as the advantages and disadvantages of each. Additionally, you will learn about capital gains taxes, tax and legal loopholes, recapture of depreciation, deferring taxes, reducing a home s tax basis, installment sales, tax liability, minimizing taxes on final divestment, stepped-up basis, taxation at the time of sale, and like-kind rules. It does not matter if you are a first time investor or a veteran of the real estate market; you will find valuable information, along with tips and tricks, in this book. Tax issues can strain resources and drain profits, but if you implement the strategies in this book you will be able to limit your taxes, thereby increasing your earnings. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Author : Edwin V. Horan
Publisher : Trafford on Demand Pub
Page : 152 pages
File Size : 55,6 Mb
Release : 2005
Category : Business & Economics
ISBN : 9781412046145

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How to Do a Like Kind Exchange of Real Estate - Using a Qualified Intermediary by Edwin V. Horan Pdf

The book describes how real estate investors can safely defer capital gains tax by using a qualified intermediary to do a like kind exchange. The "safe harbor" process and IRS rules for completion of a tex deferred exchange of real estate are complex. This book explains the process step by step so that taxpayers can successfully compete their exchange. The criteria for qualifying properties is clearly explained. Worksheets in the book allow the taxpayer to compute the dederal tax that will be due if the taxpayer does not do an exchange. The important reinvestment requirements are explained in detail to ensure that the exchange will be fully tax free. The 45-day identification requirement and the 180-day exchange period are explained. A sample indentification letter is included for taxpayer use. Special exchange subjects included in the book include how to do a reverse exchange, combining an installment sale with a like kind exchange, how to convert your real estate rental into your principal residence, and the growing use of Tenancy-In-Common (TIC) commercial properties to complete an exchange. The actual Internal Revenue Code and IRS Regulations on like kind exchanges are included in the book's appendix. Also included are the suggested real estate contact addendums to show the taxpayers intent to do a like kind exchange. A tutorial on the new IRC Section 121 rules for exclusion of capital gains on the sale of a principal residence is also included. The final chapter in the book give a full explanation of how to report the exchange to the IRS and complete the intricate IRS Form 8824.

Author : Michael Lantrip
Publisher : Michael Lantrip
Page : 257 pages
File Size : 49,8 Mb
Release : 2017-01-01
Category : Business & Economics
ISBN : 9781945627019

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How To Do A Section 1031 Like Kind Exchange by Michael Lantrip Pdf

Top Real Estate Investors use Section 1031 instead of paying taxes on Capital Gains and Depreciation Recapture. And then they use the IRS's money to buy additional property. You can, too. Learn how to: 1.) Keep all of your profits, tax-deferred. 2.) Use IRS money to buy more property. 3.) Do Owner Financing within a Section 1031 Exchange. 4.) Buy and Rehab without selling first. 5.) Buy multiple Replacement Properties. 6.) 6X your personal property Depreciation. 7.) Close on an incomplete construction. 8.) Do a partially tax-deferred Exchange. 9.) Access your Equity tax-free. 10.) Use Section 121 and Section 1031 together. 11.) Make a Vacation Home an investment. 12.) Refinance, die, and eliminate all deferred taxes.

Author : Diane Kennedy,Dolf de Roos
Publisher : John Wiley & Sons
Page : 213 pages
File Size : 50,8 Mb
Release : 2010-12-03
Category : Business & Economics
ISBN : 9781118040409

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The Insider's Guide to Real Estate Investing Loopholes by Diane Kennedy,Dolf de Roos Pdf

Increase Your Profits and Lower Your Tax Bill with Tax Loopholes for Every Investor The Insider's Guide to Real Estate Investing Loopholes reveals all the best and most effective tax loopholes that successful real estate investors use to maximize their profits. Completely updated with over fifty percent new material, this Revised Edition also covers all the new tax laws, and features new and updated case studies and examples. Real estate is probably the best investment money can buy, in part because there are so many profit-maximizing tax loopholes that directly benefit real estate investors. In this practical and straightforward real estate classic, bestselling authors Kennedy and de Roos show investors how to increase their investment profits and use real estate as a legal tax shelter. Inside, you'll find practical guidance and trustworthy advice on: * Tax loopholes that turn your home into a profit center * Tricks for using your vacation home as a tax-savings investment * Real estate investment strategies for taking advantage of international tax laws * Creative cash flow techniques for increasing your investment's profitability * How to cut taxes through the 1031 tax-free exchange, pension funds, real estate loss deductions, homestead exemptions, and joint tenancies * Real estate pitfalls and how to avoid them * And much more

Author : Edward Fernandez
Publisher : Independently Published
Page : 64 pages
File Size : 49,5 Mb
Release : 2018-10-15
Category : Business & Economics
ISBN : 1728658063

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1031 Exchanges Made Easy by Edward Fernandez Pdf

The 45-day Identification Period can be a very stressful event for 1031 Exchange investors. 1031 CrowdFunding can ease the stress with its online turnkey solution. Our experienced team of securities and real estate professionals have created an online marketplace that can accomplish this for you within days. The headaches of dealing with the tenants, the toilets and the trash are over!

Author : Erin Lowry
Publisher : Penguin
Page : 256 pages
File Size : 52,5 Mb
Release : 2019-04-09
Category : Business & Economics
ISBN : 9780525505433

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Broke Millennial Takes On Investing by Erin Lowry Pdf

A guide to investing basics by the author of Broke Millennial, for anyone who feels like they aren't ready (or rich enough) to get into the market Millennials want to learn how to start investing. The problem is that most have no idea where to begin. There's a significant lack of information out there catering to the concerns of new millennial investors, such as: * Should I invest while paying down student loans? * How do I invest in a socially responsible way? * What about robo-advisors and apps--are any of them any good? * Where can I look online for investment advice? In this second book in the Broke Millennial series, Erin Lowry answers those questions and delivers all of the investment basics in one easy-to-digest package. Tackling topics ranging from common terminology to how to handle your anxiety to retirement savings and even how to actually buy and sell a stock, this hands-on guide will help any investment newbie become a confident player in the market on their way to building wealth.

Author : Douglas Slain
Publisher : CreateSpace
Page : 32 pages
File Size : 40,9 Mb
Release : 2015-03-20
Category : Electronic
ISBN : 1508946191

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Securitized Real Estate and 1031 Exchanges by Douglas Slain Pdf

Advantages of Securitized Real Estate Access to institutional grade investment properties Securitized real estate offers accredited investors the opportunity to join with other accredited investors to own investment-grade real estate. Normally, these properties are financially secure, with creditworthy tenants under long-term triple net (NNN) leases, and under professional management. Asset classes include multifamily housing, NNN retail properties, office buildings, industrial complexes and warehouses, and hotels

Author : Thomas J. Mahlum
Publisher : Dearborn Real Estate
Page : 88 pages
File Size : 42,5 Mb
Release : 2003
Category : Capital gains tax
ISBN : 0793175070

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Understanding 1031 Tax-free Exchanges by Thomas J. Mahlum Pdf

Author : Vernon Hoven
Publisher : Dearborn Real Estate
Page : 358 pages
File Size : 46,5 Mb
Release : 2003
Category : Business & Economics
ISBN : 079316978X

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The Real Estate Investor's Tax Guide by Vernon Hoven Pdf

In clear, simple language, The Real Estate Investor's Tax Guide helps real estate professionals and property owners understand the complicated area of real estate investment tax law. Containing practical tax planning strategies, sample forms, and warnings about costly planning errors, this is a must-have reference for making sound investment strategies. This guide also discusses taxation at the time of sale, like-kind exchange rules, real estate investment during troubled times, and applying the passive loss regulations.

Author : Robert Irwin
Publisher : McGraw Hill Professional
Page : 293 pages
File Size : 41,7 Mb
Release : 2008-07-06
Category : Business & Economics
ISBN : 9780071641548

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How to Get Started in Real Estate Investing by Robert Irwin Pdf

An updated edition of Robert Irwin's popular, practical guide to the basics of investing How to Get Started in Real Estate Investing presents a step-by-step system that walks you through your first purchase and helps you build on that success. Updated to reflect today's market realities, this second edition is the reliable, hands-on guide every first-time investor needs.