Tax Strategy
Tax Strategies When Selling a Highly Appreciated Rental Property
1031 exchanges, installment sales, Delaware Statutory Trusts, and step-up in basis, what each does, and when each one actually fits.
Rich Arzaga, CFP®, CCIM
8 min read
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Tax Strategy
Using the tax code on purpose: 1031 exchanges, Section 1033 deferral, corrections and sale timing for appreciated property.
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Tax Strategy
Deferring Taxes After Disasters: How Section 1033 Helps Real Estate Owners Recover
When a property is destroyed or condemned, by fire, flood, or government action, Section 1033 of the tax code allows owners to defer the resulting gain by reinvesting in replacement property. Here's how it works.
Rich Arzaga, CFP®, CCIM
4 min read
Tax Strategy
Qualified Intermediary Resource Guide: How IRC Section 1031 Exchanges Actually Work
A 1031 exchange can defer capital gains taxes when you sell an investment property, but only if you follow the IRS rules precisely. Here's a clear guide to the process and the role of the qualified intermediary.
Rich Arzaga, CFP®, CCIM
4 min read
Tax Strategy
How to Turn a Rental Property Tax Correction into a Retirement Planning Advantage
Discover how correcting past rental property tax errors can generate significant cash flow and strengthen your retirement plan, without triggering an audit.
Rich Arzaga, CFP®, CCIM
4 min read
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