Bobs Insights
Growing Your Wealth with Tax-deferred Exchanges Via IRC § 1031
Many real estate investors buy property as a long-term wealth-building strategy. They start investing small, then reinvest to grow their portfolio. Investment property provides passive income and may create legacy wealth for investor and their family. Investors buy...
Redeploying Tax Savings From a Conservation Easement to Provide Tax Free Retirement Income
A married couple in their mid-forties approached me to have a financial analysis based on my Strategic Tax Mitigation™ protocol. Their chief concerns included: the lack of strategies they had to reduce their current taxes and to develop a better retirement income...
Credit Tenant Loan: Using a 1031 Exchange for a Cash-out Solution
The Credit Tenant Loan 1031 exchange strategy focuses on the potential of obtaining the maximum cash out of a real estate transaction. It relies on a 1031 exchange, but the exchange is only a vehicle for providing cash from the sale of the relinquished property. Some...
Options When Members of a Partnership or LLC Want to Cash Out
A partnership or limited liability company (LLC) cash-out 1031 exchange occurs when one or more of the partners or members want to cash-out of the investment property to be sold instead of re-investing all of the proceeds from the sale of the relinquished property...
Tax-mitigating Investment Strategies Require Structure
What if your financial advisor was always looking at your full financial picture and goals, then collaborating with your tax advisor to optimize tax savings? One of the biggest issues for high net worth individuals and small businesses is taxes. I used to be an...
Using the Tax Code to Your Advantage for Wealth Preservation
At IREXA, LLC, we are not product providers, we are solution providers. We look at how we can improve tax savings with every action we advise. Real estate is one member of the non – traded alternative asset class we use to provide opportunities to reduce taxes and...
Informed Investors Defer Tax Forever*
Capital gains tax on the sale of your investment property could run as high as 15% to 30% when state and federal taxes are combined. Why not take the necessary steps to avoid this loss? A big tax bite could wipe out money you need for further investments. With an IRC...
The 1031 Exchange & Diversification
DST Properties Create Options If you own commercial real estate and are ready to sell, hopefully near the top of the market, a 1031 exchange for like kind property may defer taxes to a more opportune time. Deferring taxes allows you to redeploy your capital gains into...
Tax Deductions via Conservation Easements
Charitable contributions of conservation easement provides tax deductions to the contributors. They are a proven, effective way to provide for the public good by transferring properties into the public realm in perpetuity. On December 30th Richard Rubin published an...
Where Does Tax Savings Come From?
First, bring all of your tax planners onto one team. By taking the time to set up a collaborative relationship with a financial advisor who works with tax mitigation strategies, Certified Public Accountants, Enrolled Agents, and other tax professionals can change...
Discover New Opportunities from Real Estate Investments with a 1031 Exchange
Defer Tax on Gain You own commercial real estate with all of its rights and responsibilities. Perhaps you want to cash in on the equity you have built up in the last decade or you are through dealing with tenants. You’re ready to create income without having to work;...
Frequently Asked Questions About Delaware Statutory Trust Beneficial Interests and Your 1031 Exchange
1. What transaction fees are involved from IREXA? All transaction fees are built into each purchase and are paid for by the sponsor. IREXA receives its fees from the sponsor. They include normal closing costs, and costs of securitization. On a 50% leveraged purchase,...
Why Use a 1031 Exchange When You’ve Lost Money on a Real Estate Transaction?
CASE STUDY: Why Use a 1031 Exchange When You’ve Lost Money on a Real Estate Transaction? Changing Tactics in a 1031 Exchange May Save Taxes CLIENT: The client invests as a family limited partnership entity. It originally invested $1,000,000 into a TIC property...
Deferring Capital Gains Taxes on the Sale of Investment Property
The 1031 exchange can be a powerful wealth-building tool available to taxpayers who have real estate investments. It has been a major part of the successful strategy of many real estate investors. At IREXA, we help you locate the right replacement property, then...