Podcasts about 1031 exchange

In this Tax Tuesday replay, Anderson Business Advisors' Barley Bowler, CPA, and Eliot Thomas, Esq. answer real-world tax questions on Roth IRA conversions, investing in real estate with retirement accounts, and depreciation after a 1031 exchange. How can you estimate the tax impact of a Roth IRA conversion before filing your 2026 tax return? Is buying real estate through an HSA, traditional IRA, or Roth IRA a smart investment strategy—and what tax rules, advantages, and potential pitfalls should you understand before moving forward? Plus, how is depreciation calculated after a §1031 exchange when you sell a rental property and acquire a replacement property? Barley and Eliot break down these questions and explain the tax considerations investors and business owners should keep in mind when planning their next move.   Would you like to learn more about passing down your estate? Schedule a free consultation here: https://aba.link/b51702  Register for the next Tax Tuesday webinar to get your questions answered Live: https://aba.link/9e733b  Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/7c2c4d    Show Notes: 0:00 Intro 9:05 When I convert a Roth IRA this year how do I determine the accurate tax impact from the conversion amount before filing the 2026 tax return? 20:18 Is it a good idea to buy real estate using your HSA, IRA, or Roth IRA accounts? What are some pros and cons and how should I proceed? 35:51 How is depreciation calculated going forward after a §1031 exchange following the sale of a rental property and purchase of a new one? 43:41 I am planning to use a HELOC from my personal residence and use the funds for my trading activity. Can I deduct the interest as investment interest under Form 4952 if I loan the money to my LLC, and what counts as "net investment income"? 1:04:05 I will have a tax loss carryforward if I elect to use Section 475(f) mark-to-market accounting method. What types of income can I offset? 1:08:51 I currently have a Living Trust that ABA set up in Wyoming, as well as an LLC. I put all my cryptocurrencies into the LLC. Is this the best way to mitigate my taxes? I paid about $2.00 per share and the value is growing substantially. What other options might be better than the LLC? 1:12:42 Is there a way to organize and structure an entity to trade a taxable account and be able to defer taxes until a cash withdrawal?

Welcome to the land podcast, a platform for people looking to educate themselves in the world of land ownership, land investing, staying up to date with current land trends in the Midwest, and hearing from industry experts and professionals. On today's episode, we are back in the studio with Michael Engelmeyer. We discuss: - Michael buys his first 80 acres as a tax play and leases it back to his own photography studio. - He "liberates" an underground spring with a bulldozer and has four gobblers on the dam by sunrise. - Michael doubles his money in three years, going from $1,400 an acre to $3,000 an acre. - He sells the farm himself with a full-page newspaper ad built from his own trail camera photos. - Michael skips the 1031 exchange on purpose, pays the capital gains, and invests the proceeds. - He explains how a 90-day 1031 clock pushes buyers into farms they never should have bought. - Michael walks away from a 3,400-acre Ozarks ranch over $200 an acre and gets it a year later. - The sellers refuse $1,500 an acre at auction, then call him back and take $1,100. - He argues square and rectangular parcels hunt better than odd-shaped ground at any price. - Michael's due diligence starts with a drone and a call to the sheriff about meth in the area. And so much more! Chapters: 0:00 The 1031 Everyone Does, and Why He Didn't 0:58 Meet Michael Engelmeyer, Great Outdoor Studios 1:31 From St. Louis Fashion Shoots to the Outdoor Industry 4:27 Why He Bought Land in the First Place 5:13 The 80 Acres Between Two Big Tracts 6:19 Trading Hunting Rights for Construction Equipment 7:19 "Liberating" a Spring to Build a Pond 9:55 Four Gobblers on the Dam at Sunrise 10:58 Leasing the Farm Back to His Own Business 13:17 Doubling His Money in Three Years 17:40 The Neighbors Lowballed Him 19:36 Selling It Himself With a Full-Page Print Ad 22:39 $1,400 an Acre In, $3,000 an Acre Out 23:36 Why He Skipped the 1031 Exchange 27:20 Square or Rectangle: The Property Shape Rule 31:56 Finding the 6,000-Acre Ozarks Ranch 36:15 The Auction and the No-Sale 39:52 The Call a Year Later: Bought at $1,100 44:09 Treat Your Twenties Like Boot Camp 46:55 His Punch List: Drones, Aerials, and the Sheriff 51:04 Keep the Farm Within an Hour of Home 52:34 If He Started Over With $100,000 54:29 Why He'd Never Buy Land With a Partner 57:16 Patience, and Why Land Keeps Going Up 59:26 Where to Follow Michael Thanks again for all of the support from our partners—none of this would've been possible without them! - Buck Land Funding: https://www.firstbankers.com/bucklandfunding  -Hawke Optics | Use Code WHTL for 15% off: https://bit.ly/hawkeoptics_  -OnX: https://bit.ly/onX_Hunt  -Painted Arrow: bit.ly/PaintedArrow  - Latitude Outdoors: https://www.latitudeoutdoors.com/  - Use code 'HOFER' to save 10% off at www.theprairiefarm.com  - Massive potential tax savings: ASMLABS.Net 

In this episode, Aaron Kancevicius from 1031 Specialists shares insights into the niche world of 1031 exchanges, the importance of education in real estate investing, and strategies for business growth and networking.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Brett Davis, Senior Vice President and Chief Trust Officer of Exeter Trust Company, shares insights on leveraging tax deferred 1031 exchange strategies, managing complex alternative real estate assets, and navigating regulatory frameworks. Discover how to optimize your real estate investments and avoid common pitfalls with expert advice.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., answer listener questions on tax planning, entity structuring, and asset protection for real estate investors. They discuss the best tax strategies for investors who own multiple rental properties as sole proprietors and examine whether converting an S Corporation that owns rental property into an LLC could trigger property tax reassessments or other tax consequences. Amanda and Eliot also explain the rules surrounding home office deductions, including using a detached ADU as a dedicated workspace and claiming deductions for business storage in a garage. They cover the differences between operating as an S Corporation with an accountable plan versus filing on Schedule C, addressing common concerns about IRS scrutiny. Finally, they explore the complexities of structuring a 1031 exchange alongside a self-directed Solo 401(k), highlighting prohibited transaction rules, financing considerations, and strategies for staying compliant while maximizing tax benefits. Tune in for practical guidance on protecting your investments and making informed tax decisions. Submit your tax question to taxtuesday@andersonadvisors.com Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. https://aba.link/6rzu Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free strategy session here: https://aba.link/5c0cf7 Highlights/Topics: 0:00 Intro 9:29 I work in a family-owned company and have the opportunity at the end of this year to obtain equity/ownership. Would you recommend accepting that ownership under a specific tax strategy or corporate setup, or just accepting the ownership under my name and Social Security number? 18:26 Is it a good idea to pull money from a traditional IRA early and then invest in oil funds to get IDC deductions to help offset the taxes I will incur by withdrawing from the IRA? 23:25 Can tax documents be reviewed for previous years and if my previous preparer didn't use all the available strategies; can those strategies be applied for those years? 27:32 I will be relocating to South Africa which has a tax treaty with the United States Government. I am a retiree who receives a monthly annuity. Will I be double taxed? I will be paying both federal and state taxes in the USA. 34:36 What is the best tax strategy for sole proprietor ownership of 12 rentals? 40:50 I have a 22-unit condo project that we converted into rentals in 1992. It was a C Corp. Now it is an S corp. One adviser suggested converting to an LLC. Would this trigger a taxable event for property tax assessments? 47:23 I have a detached ADU in my backyard. I want to use it as a home office. Can I do that and if so, how is the deduction calculated? Also, can I get a deduction if I use part of my garage for the business for storage? 53:59 Does a Sub-S election with an accountable plan attract more attention than a Schedule C filer? 57:07 We are completing a 1031 exchange and would like guidance on the best way to structure the purchase of our replacement property. Our objective is to use all available 1031 exchange proceeds while funding the remaining balance with assets from a self-directed Solo 401(k), if permissible, and avoid obtaining a conventional mortgage. Are there any IRS rules, prohibited transaction concerns, or tax implications we should be aware of before proceeding?

WEBINAR LINK:https://shawnmoore.clickfunnels.com/optiniyvvg89sWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreCONTACT US:support@vodyssey.comPROPERTY:https://www.airbnb.com/rooms/1554397292650835216?viralityEntryPoint=1&unique_share_id=4AC2022E-F828-43A1-9023-4776DE52DA2B&slcid=24e4ef0812c942108013eebe5601560a&s=76&adults=1&slug=UwglYtGb&source_impression_id=p3_1764197492_P3pArNsvK-fGzvCI&check_in=2025-12-23&guests=1&check_out=2025-12-2600:00 - Introduction to Don Scatena and his real estate journey00:27 - Don's background and family in California01:16 - Transition from long-term Airbnb to short-term rentals02:04 - Choosing markets: why Sedona stood out04:22 - Working with realtors and visiting properties before purchase07:09 - Strategizing for 1031 exchange timelines08:03 - Property acquisition insights and offer strategies09:17 - Managing property upgrades and Renovation delays11:27 - Navigating property photos and branding for listings13:29 - Handling property upgrades and timing the launch15:01 - Management solutions: large firms vs boutique companies17:49 - Managing guest experience and property differentiation23:04 - Property uniqueness and customer appeal24:31 - Reflecting on the first year: wins and lessons32:21 - Advice to younger self: do more pre-visit assessments and market research36:46 - Final thoughts and encouragement for beginner investors

In this episode, you'll learn: Why college housing is often one of the largest out-of-pocket expenses for families How buying a property near your student's college may help build equity instead of paying rent The benefits of FHA "Kitty Condo" loans and low down payment financing options How 1031 exchanges can help families preserve and grow their real estate investments Potential tax advantages of owning student housing Whether a condo or single-family home makes the best investment for college students What to do if your student changes schools—or decides not to attend college How real estate can become part of a long-term family wealth strategy Questions parents should ask before investing in college housing College planning considerations that can help families minimize debt and maximize financial flexibility

In this episode, Bill Exeter, CEO of Exeter 1031 Exchange Services, shares over 42 years of industry experience, highlighting how regulatory compliance, integrity, and strategic growth have driven his company's success. Listeners will learn about innovative practices in the 1031 exchange industry, market opportunities, and how to navigate regulatory and market challenges effectively.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Kc Chohan shares his expertise in tax strategy, real estate investing, and leveraging AI for business growth. Discover actionable insights on maximizing profits, avoiding common mistakes, and future-proofing your business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

This week we're covering using a Delaware statutory trust as part of a §1031 exchange.

Thinking about selling an investment property? A 1031 exchange could help you defer capital gains taxes and keep more of your equity invested. In this episode, Kathy Fettke sits down with 1031 exchange expert Stephanie Kelsey to explain the rules, deadlines, and strategies every real estate investor should know before selling.   To learn more about 1031 exchanges and connect with the RealWealth team, visit www.RealWealth.com/1031   DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com.

Selling an investment property is only half the battle. What you do next could have a much bigger impact on your long-term wealth. In this episode of Keeping It Real Estate, Dan Brisse breaks down how a 1031 Exchange works, why so many investors make costly decisions under tight IRS deadlines, and how experienced investors use the strategy to preserve capital, defer taxes, and build long-term passive income. You'll learn the critical 45-day and 180-day deadlines, the biggest mistakes to avoid, and why many investors are moving away from active property management into professionally managed Tenant in Common (TIC) investments. Dan also shares real-world case studies of investors who successfully transitioned from active ownership to passive real estate while deferring significant capital gains taxes. If you're planning to sell an investment property—or simply want to understand one of the most powerful wealth-building tools available to real estate investors—this episode is packed with practical insights. Learn more about Granite Towers Equity Group: www.granitetowersequitygroup.com/contact-us

Hi, I'm Connor with Honor - message me here!A 1031 exchange lets you sell investment real estate and defer the capital gains tax and depreciation recapture by rolling the proceeds into another investment property. In this episode we break the whole thing down from the seller's side, both ends of the deal, in plain kitchen-table language.Quick disclaimer first. I am not a CPA or a tax attorney. I am a licensed Santa Clarita real estate agent and this is general education, not tax advice. A 1031 has hard deadlines and strict rules, so hire a qualified intermediary before you close and run your exact numbers with your own tax professional.Here is what we cover. What qualifies and why your primary residence does not. The broad like-kind rule. The qualified intermediary and the reason you can never touch the money. The two clocks that run together, 45 days to identify and 180 days to close. The three identification rules. The money math, buy equal or greater, reinvest all equity, replace your debt, or pay tax on the boot. The down leg and the up leg. Delayed, reverse, and improvement exchanges. The California clawback and the annual FTB Form 3840. And the long game, swap till you drop, and the step-up in basis at death that can erase the deferred tax for your heirs. We close with a short buyer's perspective so you know what to watch for on the other side of the table.Watch the video: https://youtu.be/ipbr_Zqwwrk Seller's Only Agent, $17,000 flat: https://sellersonlyagent.com More: https://connorwithhonor.comServing Santa Clarita and all of Los Angeles County.Youtube Channels:Conner with Honor - real estateHome Muscle - fat torchingFrom first responder to real estate expert, Connor with Honor brings honesty and integrity to your Santa Clarita home buying or selling journey. Subscribe to my YouTube channel for valuable tips, local market trends, and a glimpse into the Santa Clarita lifestyle.Dive into Real Estate with Connor with Honor:Santa Clarita's Trusted Realtor & Fitness EnthusiastReal Estate:Buying or selling in Santa Clarita? Connor with Honor, your local expert with over 2 decades of experience, guides you seamlessly through the process. Subscribe to his YouTube channel for insider market updates, expert advice, and a peek into the vibrant Santa Clarita lifestyle.Fitness:Ready to unlock your fitness potential? Join Connor's YouTube journey for inspiring workouts, healthy recipes, and motivational tips. Remember, a strong body fuels a strong mind and a successful life!Podcast:Dig deeper with Connor's podcast! Hear insightful interviews with industry experts, inspiring success stories, and targeted real estate advice specific to Santa Clarita.

Not all 1031 exchange strategies are created equal. The structure you choose matters more than most investors realize.In this video, I break down the key differences between a Delaware Statutory Trust (DST) and a Tenancy in Common (TIC), and explain why I believe a TIC offers investors greater flexibility and long-term control over their 1031 exchange.Learn more about LSCRE at www.lscre.com

Welcome to DST Essentials with Kay Properties & Investments your go-to resource for in-depth education on Delaware Statutory Trusts (DSTs) and 1031 exchanges. In this episode, Senior Vice President Orrin Barrow and Senior Vice President Matt McFarland discuss the concept of Risk Awareness within Delaware Statutory Trust investments. They explain why certain DST offerings may receive a Risk Awareness designation, explore several factors that may warrant additional due diligence, and discuss how understanding these considerations may help investors evaluate potential 1031 exchange investment opportunities. Whether you're evaluating your first Delaware Statutory Trust investment or reviewing multiple DST offerings as part of a 1031 exchange, this educational discussion covers important topics related to debt structure, sponsor experience, asset classes, exit strategies, tenant credit quality, and portfolio diversification. In This Episode, We Cover: • What the Risk Awareness designation means for certain Delaware Statutory Trust (DST) offerings • How debt structure—including loan term, fixed-rate versus variable-rate financing, and CMBS loans—may influence investment considerations • Why sponsor company experience and operating track record are important components of the due diligence process • How leasehold ownership structures and property tax abatements may impact long-term investment considerations • Differences between optional and forced 721 UPREIT exit strategies and why investor optionality may be an important consideration • Why certain asset classes—including student housing, hotels, assisted living, and other operationally intensive properties—may involve additional considerations • How market location, economic diversification, and local employment drivers may influence commercial real estate investments • Why tenant credit quality may be an important consideration for certain single-tenant commercial real estate investments • The role diversification and due diligence may play when evaluating Delaware Statutory Trust investment opportunities • Why understanding investment risks before completing a 1031 exchange may help investors make more informed decisions Why Kay Properties & Investments? With nearly two decades of experience, Kay Properties has helped over 4,000 investors complete more than 9,000 DST, 1031 exchange, and 721 UPREIT transactions. Our platform at www.kpi1031.com provides accredited investors with access to offerings from over 25 DST sponsor companies, with approximately 25 to 50 DST investments available at any given time. Every offering available through our platform undergoes an in-house due diligence review. We provide accredited investors with access to a broad selection of Delaware Statutory Trust offerings from multiple sponsor companies. Key Topics & Keywords: DST 1031 exchange, Delaware Statutory Trust, Risk Awareness, 1031 exchange risk, DST due diligence, debt structure, fixed-rate financing, CMBS loans, sponsor experience, 721 UPREIT, leasehold ownership, tax abatements, tenant credit quality, portfolio diversification, passive real estate investing, commercial real estate, accredited investors, replacement property, KPI1031.com Resources Mentioned: Free DST 1031 Exchange Investor Resources – Visit www.kpi1031.com for instant access to: • The DST 1031 Exchange Book by Dwight Kay • The first-ever 721 UPREIT Book • Delaware Statutory Trust catalog • Investor case studies and educational webinars Connect with Our Team: Call us at (855) 899-4597 to speak with a DST specialist about your 1031 exchange and investment goals, or email us at info@kpi1031.com To learn more about Delaware Statutory Trusts visit: https://www.kpi1031.com/resources/ All DST properties shown are Regulation D Rule 506(c) offerings and are subject to availability. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence, and/or possessing an annual income of over $200,000, or $300,000 with a spouse and expecting the same or greater for the current year) and accredited entities (generally described as an entity owned entirely by accredited investors and/or owning investments in excess of $5 million). Please consult with a qualified CPA or attorney to determine if you are accredited. This material is provided for educational purposes only and should not be considered tax, legal, or investment advice. All real estate investments, including Delaware Statutory Trust investments, involve risk, including the potential loss of principal. Past performance does not guarantee or indicate the likelihood of future results. Diversification does not guarantee returns or protect against loss. Securities offered through FNEX Capital LLC, member FINRA, SIPC.

Join Eliot Thomas, Esq. and Amanda Wynalda, Esq. for this Tax Tuesday replay as they discuss whether you can use a 1031 exchange to buy land for a subdivision, key IRS rules to know, and common mistakes investors should avoid. Sign up for a Free Tax & Asset Protection Workshop https://aba.link/775860 Schedule Your FREE Consultation https://aba.link/j3iq   Show Notes: 0:00 Intro   8:57 If I sell a rental property, how can I do so, without having to pay capital gains and recapture all the depreciation, or at least minimize the effect of that cash impact? After those tax expenses we will not have much cash left from the sale, if any. Since we only have 1 rental there isn't anything to roll the money into or offset the gains.   18:59 Can I use money from a 1031 exchange to buy land from a lot from another property I subdivide?   21:22 Should I report my capital gains under my name or set up an LLC?   26:10 We are considering purchasing an Airbnb and/or a college rental. We just established an LLC and Trust with Anderson. What are the tax considerations/implications for this?   34:17 When is real estate professional status not beneficial?   40:42 I have an S corporation and am trying to determine what a reasonable wage for myself would be. How do I determine a reasonable wage?   48:11 What is the best tax strategy for your S corporation business renting from yourself? Is it better to lower the rent to yourself and have less rent deduction from 1120S? Are there tax deductions other than property tax and maintenance? Should I form an LLC as a landlord to my business? Or will it make more work filing?   56:24 Are there any ways to shelter interest earned from hard-money lending if the money was lent from personal savings, not under any business entity?   59:15 What can I file to maximize my tax benefits as a 1099 independent contractor?

Most investors think a 1031 exchange only means selling one property to buy another. But what if there was another option? In this episode, we're joined by Khris Allen, Director of 1031 Exchange Services at Eckard Enterprises, to discuss how investors can use a 1031 exchange to acquire oil, gas, and mineral rights instead of another rental property. We cover how mineral rights qualify as like-kind property, how royalty income works, the potential tax advantages, and why some investors are using this strategy to reduce landlord responsibilities while continuing to defer capital gains taxes. You'll also learn: - How mineral rights qualify for a 1031 exchange - The difference between mineral rights and working interests - Why some investors view royalty income as a passive alternative to rentals - Common mistakes investors make when considering oil & gas investments - How the 45-day identification period works when exchanging into mineral rights - Who this strategy may (and may not) be right for - Tax planning considerations every investor should understand Request a consultation from Hall CPA at go.therealestatecpa.com/3KSEev6 Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/?utm_source=taxsmartrei&utm_medium=podcast_ad&utm_campaign=taxsmartrei_podcast_2026&utm_content=podcast_ad_copy_hyperlink Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Mark Myers reveals how real estate investors can legally slash capital gains without a 1031 exchange.Mark Myers, founder of TaxWise Partners, joins Jack to break down the tax strategies most CPAs never have time to explore. Mark's team acts as a bridge between investors and their existing CPA, vetting advanced strategies through tax attorneys and accounting partners before recommending them to clients. In this conversation, Mark and Jack cover a strategic partnership alternative to the 1031 exchange, why donating assets instead of cash can produce a bigger deduction than the gift actually costs, how an S-corp salary structure can save 15.3% on employment tax, and why buying solar panels on a commercial property can save $1.25 to $1.55 in taxes for every dollar invested. If you are a real estate investor, house flipper, or self employed business owner who wants to stop overpaying the IRS, this episode is built for you.Key topics:Legally avoiding capital gains tax without a 1031 exchangePre-sale tax planning for house flippersDonating assets instead of cash for a larger deductionThe S-corp $60,000 salary secretSolar tax credits versus buying a rental propertyGuest bio:Mark Myers is the founder of TaxWise Partners, where his team works alongside CPAs and financial advisors to find advanced, compliance reviewed tax strategies for real estate investors and business owners.Links:

Big changes could be coming for homebuyers.

In this episode, Brandon Bruckman shares insights on 1031 Exchanges, business growth, marketing strategies, and operational efficiency in the real estate investment space. Discover practical tips and industry trends to elevate your real estate business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Senior Vice President Matt McFarland and Associate Vice President Nick Snyder give an overview on how to use a DST to replace the debt in a 1031 exchange

Many investors are sitting on significant equity but wondering whether it still makes sense to hold properties in slowing markets. In this episode, Brenda Coleman shares why she sold a Phoenix fourplex, completed a 1031 exchange, and reinvested in out-of-state markets with stronger cash flow potential. She also discusses lessons learned from syndication investing, market cycles, and how investors can evaluate opportunities in today's housing market.   DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com.  

The 1031 exchange is an excellent mechanism to defer capital gains and grow net worth on commercial and investment real estate sales. In this episode, we drill into the mechanics of a 1031 exchange and also highlight potential replacement property types. Eric J Christopher | WSC Realty Advisors Inc | 949-463-2787 eric.christopher@wsc-pm.com 

Senior Vice President Matt McFarland discusses how Delaware Statutary Trusts (DSTs) can be used as a backup option in a 1031 exchange. Learn why many investors consider DSTs when facing exchange deadlines, identification challenges, or replacement property issues.  

Can investors use 1031 exchange proceeds to invest in real estate syndications? The answer is yes, but it's not nearly as simple as many sponsors hope. In this episode of the Major League Real Estate Podcast, Nate Sosa and Thomas Castelli break down the most common structures used to bring 1031 exchange capital into syndications, including Tenants in Common (TIC) arrangements, Delaware Statutory Trusts (DSTs), and 721 Exchange/UPREIT structures. They discuss why 1031 investors are increasingly looking for passive investment options, the challenges syndicators face when accepting exchange capital, and the operational, legal, and tax considerations that come with each strategy. Request a free discovery meeting: go.therealestatecpa.com/mlre Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

The Moneywise Radio Show and Podcast Friday, May 29th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Karen Clemans, CES®, Business Development Director for Accruit website: https://www.accruit.com/ phone: (800) 237-1031 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Karen Clemans & Accruit are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Becoming an accidental landlord could cost you a six-figure tax bill — or be the smartest move you make. You're finishing training, moving cities, and that house you bought a few years ago — the one with the enviably low mortgage — is suddenly a decision: sell it and pocket the equity, or rent it out and start building "passive income"? It sounds simple. It isn't. Dr. Jimmy Turner and Justin Harvey, CFP®, break down the real math behind renting vs. selling your home as a physician — and the IRS clock most people don't realize is already running. What you'll learn: How Section 121's $500K capital gains exclusion works — and the 2-out-of-5-year rule that quietly creates six-figure tax bills Why "I have a 3% mortgage" is golden handcuffs, not a strategy The honest cost of becoming an accidental landlord — property management, the 1% maintenance rule, the curveballs When renting during a fellowship is a smart, low-risk way to test landlording Why real estate tax breaks aren't free — what 1031s and "die-with-it" actually require Resources 1099 Doc, locums, or private practice partner? Upgrade your CPA with Gelt (the tax strategy team Jimmy uses). Use this link to get a 10% discount when working with Gelt: https://moneymeetsmedicine.com/CPA  Get Disability Insurance from Money Meets Medicine Disability Insurance — moneymeetsmedicine.com/disability Have a question you want discussed on the show? Email me at jimmy@moneymeetsmedicine.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Senior Vice President Matt McFarland gives an overview on 1031 exchange identification strategies

Dan Ihara has sold over $1 billion of real estate, moved 1,600+ units, and completed 400+ 1031 exchanges—without failing a single one.And he built the whole thing around a niche almost no operator talks about: senior-care real estate.In this episode, Dan and Ed get into the demographic inevitability that drives his business (“should we all be blessed to live long enough, we're going to need some level of care”), why 1031 exchanges fail for everyone else but never for him, and his definition of success that has nothing to do with the billion-dollar number on his resumé.What you'll hear:The senior-care thesis: why aging boomers are an inevitability, not a trend, and the RE play sitting on top of itHow Dan closed 400 1031 exchanges without a single failure—the process, the team, the disciplineWhy “success is doing what I want, when I want, with whom I want” is the only definition that matters once you have the numbersThe conversation every operator should be having with their family—and almost none areAbout Dan Ihara: 20-year real estate veteran. Billion-dollar producer. Built a specialty practice serving seniors transitioning out of long-held real estate, primarily through 1031 exchanges.Subscribe to Real Estate Underground for weekly conversations with operators who've been through the cycle and lived to talk about it.Elevista - Speed as a Service™Elevista Connect is the first AI-powered lead conversion system built for real estate investors.

Subscribe for ad-free episodes + bonus content: https://realestatemarketminute.supercast.com Instagram: @thesalibgroup Email: mark@thesalibgroup.com In this Weekend Q&A episode of Real Estate Market Minute, I answer a question from a listener about 1031 exchanges and primary residences. We break down: how 1031 exchanges work why primary homes are treated differently potential strategies investors sometimes consider and important things homeowners should understand before making a move. A very important discussion for homeowners, investors, and anyone thinking long term about taxes, real estate, and building wealth.

In this episode, Steve Haskell, co-founder of Anchor 1031, shares insights on 1031 exchanges, risk management, and leveraging AI in real estate investing. Discover how to optimize passive income, understand complex IRS rules, and prepare for future investments.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Aristotle Kumpis discusses the ins and outs of 1031 exchanges, including when they make sense, the process involved, and tips for out-of-state investing. Learn how to defer taxes, navigate timelines, and optimize your real estate investments.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of Tax Tuesday, Anderson attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., tackle ten listener questions covering a range of real estate and tax topics. They explain when short-term rentals belong on Schedule E versus Schedule C, and how material participation and substantial services factor into that decision. They explore strategies for mitigating capital gains on rental properties, including 1031 exchanges, Delaware Statutory Trusts, and UPREITs, and clarify why house flippers cannot use a 1031 exchange since flipped properties are treated as inventory. Eliot and Amanda also cover write-off strategies for fix-and-flip investors using a C corporation, grouping rental activity with an operating business to offset income, and deducting stock trading education expenses through startup costs. Additional topics include accountable plans for home office and mileage reimbursements, the difference between contributing funds to a for-profit business versus donating to a nonprofit, reporting the sale of foreign property on a U.S. tax return, and whether a prior-year cost segregation study can still be applied in 2026. Tune in for expert, practical guidance on all of these topics and more! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: [06:08] "Can I file a Schedule E if I'm doing short term rentals?" Avoid substantial services and keep average guest stays over seven days. [15:49] "How can I mitigate capital gains taxes for rental property if I do not want to hands on operate rentals anymore?" Consider a 1031 exchange into a Delaware Statutory Trust or UPREIT. [22:38] "How can I get tax write offs on fix and flips?" Use a C corp for deductions through accountable plans and reimbursements. [26:24] "If I'm in the business of flipping houses, could I use a 1031 exchange to defer my taxes?" No — flipped properties are inventory and not eligible for 1031s. 30:29] "How does grouping work in order to claim losses in a self rental situation?" Group your rental property with your business to offset income with depreciation. [35:41] "I already purchased stock trading education programs before having any entity set up. How can I deduct those education expenses?" Set up your C corp now; deduct education courses as startup costs. [39:33] "How can I get reimbursed for a home office, business mileage and other expenses?" Use an accountable plan through your S corp or C corp. [44:15] "Can you write off or deduct a financial contribution made from your personal account to your for profit business account in the same way you can make a contribution or donation to your nonprofit?" No deduction; contributions adjust your basis and reduce future taxable distributions. [49:58] "If I sell property abroad, how do I handle the taxes on my US Tax return?" Report on Form 8949, Schedule D; claim a foreign tax credit. [53:15] "If I had a cost segregation study conducted in a previous year but did not use it, can I still use it in 2026?" Update calculations with your original cost seg firm before filing your return. Resources: Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=how-to-use-a-1031-exchange-when-flipping-houses&utm_medium=podcast Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=how-to-use-a-1031-exchange-when-flipping-houses&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

If you're selling property without understanding the full benefits of a 1031 exchange, you might be setting a huge chunk of your investment on fire. In this episode, Scott Saunders joins Russ and Joey to discuss the critical mistakes investors make when selling properties and how they can affect your wealth. Scott, a 1031 exchange expert, shares his decades of experience in navigating this often-overlooked tax-saving strategy. He explains the real cost of not using a 1031 exchange, with taxes potentially eating up 30–50% of your property's equity.But it's not just about avoiding taxes. It's about smart, strategic investing. Scott explains that knowing the right time for a 1031 exchange and how to structure it properly can help diversify your real estate portfolio. He also shares his best and worst experiences with the 1031 exchange process.Learn how you could make your next property sale an opportunity for growth.Top three things you will learn: -How to avoid tax losses when selling a property-The key mistakes investors make in 1031 exchanges-How to leverage 1031 exchanges for portfolio growthAbout Our Guest:Scott Saunders has an extensive background in IRC 1031 tax-deferred exchanges, having been involved in structuring thousands of 1031 exchanges during his 34 years in the exchange industry. He dedicates a significant portion of his time to presenting classes and podcasts on intermediate and advanced 1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers, and principals nationwide. He has also spoken at many association events and is an accredited speaker in several states.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Scott Saunders:- Email - scott1031expert@gmail.com

Dr. Friday reviews the core 1031 like-kind exchange rule for real estate investors. She explains how reinvesting proceeds can defer capital gains instead of paying tax immediately. Transcript G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. 1031 exchange rules for real estate have no big change. It’s what’s called a like-kind exchange. A like-kind exchange basically means we can defer, that’s a good word, right, defer capital gains and buy something else. The simplistic side of this is, let’s say you sell something for a million dollars and you’ve got a ton of capital gains in that, right? Maybe you originally paid 200, so you’d have like 800 grand of capital gains that you have to pay tax on. Guess what? You go buy something else, or up to three other properties, for that million dollars, and you don’t have to pay tax right now. You exchange it for one big property, maybe some other types of property. This is something that can work to save tax dollars. You need help? Go to drfriday.com. You can catch the Dr. Friday Call-in Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

In this episode, real estate expert Casey Mericle shares his journey from buying houses on courthouse steps to managing commercial properties nationwide. He discusses deal structuring, overcoming adversity, and building relationships in real estate.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

How do you buy a commercial property when the original business plan falls apart — and still turn it into a winning deal? In this episode of the Get Creative Podcast, host Kyle Karges sits down with real estate entrepreneur Manish Pushye and capital raiser Ingryd Hernandez to unpack a creative commercial real estate deal in Avondale, Arizona involving a shopping center, a failed liquor store plan, seller financing, private lending, and a 1031 exchange investor. Manish shares how he went from signing a lease on a retail space to negotiating ownership of the parcel after city restrictions blocked his original business model. From there, he creatively structured the acquisition using a mix of private money, seller finance, and tenant-in-common financing. Connect with Manish: https://awesomeroi.us/ ➡️ RSVP For A FREE Co-Living Training With Pace (Live): https://subto.sjv.io/Jkz0gE ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Dave Foster is founder and CEO of The 1031 Investor, an accountant and real estate investor helping clients legally reduce taxes through 1031 exchanges and strategic tax planning. Top 3 Value Bombs 1. The IRS encourages a 1031 exchange. It's a normal way to invest in real estate. 2. A 1031 lets you move real estate anywhere in the country, of any type or nature. 3. People use a 1031 to sell in high-value areas and invest where cash flow is higher. Keep all your taxes working for you and get $50 off your first online order - this offer is just for Fire Nation - The 1031 Investor special offer Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Cape - A privacy-first mobile carrier, built from the ground up with security as the priority. If you care about protecting your digital life without giving up your smartphone, Cape makes that possible. Visit Cape.co/fire and use code FIRE for 33% off cape for 6 months today!

In this episode of the Investor Fuel podcast, Olivia interviews Russell Marsan, a leading expert on 1031 exchanges. Russell explains the intricacies of 1031 exchanges, emphasizing their role as a powerful wealth-building tool for real estate investors. He clarifies the concept of 'like-kind' properties, discusses how 1031 exchanges can be utilized for purchasing primary residences, and highlights the benefits of transitioning from rental properties to more passive income streams. The conversation also covers the federal nature of 1031 exchanges, the implications for flipping properties, and the importance of choosing reputable professionals in the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Join Kay Properties & Investments Senior Vice Presidents Orrin Barrow and Matt McFarland as they discuss the role of Delaware Statutory Trusts in helping 1031 exchange investors meet the debt replacement requirement for full tax deferral.

In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle listener questions on tax strategies for real estate investors and traders. They explain the tax implications of house flipping, including when to report income and how installment sales affect taxation. Amanda and Eliot discuss transitioning from a disregarded LLC to an S Corporation for managing rentals and flipping properties, emphasizing the importance of avoiding dealer status. They dive deep into 1031 exchange requirements, including timing constraints, qualified intermediaries, and the rules for converting investment property to a primary residence. Other topics include home office deductions versus reimbursements, deducting mileage for consultants with administrative offices, optimal business structures for active stock trading, differences between S and C Corporations, and the tax consequences of using corporate equipment for personal use. Tune in for expert guidance on maximizing tax savings while maintaining compliance! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics:   [00:00] Intro [06:26] I purchased a home for $12,000 in 2025 for flipping. Do I show it on my taxes at all or only after I flip? How do I calculate the taxes from flipping? If I want to sell a flip on installments – how does that change the tax? Report only after sale; calculate as ordinary income plus self-employment tax. [10:02[ What do you recommend to transition from a disregarded LLC to S Corp for managing rentals and doing house flipping as well? Use separate S or C Corporation to avoid dealer status. [14:10] I'd like to do a 1031 Exchange and eventually move into the property as my primary residence. How quickly can I do that? Wait 24 months with proper rental use before converting to residence. [19:03] What are some of the pitfalls of a 1031 exchange to focus on? Timing deadlines, qualified intermediary requirement, and boot recognition are critical pitfalls. [29:28] Can my S Corporation pay rent to me for my home office? And if so, is this considered personal income? Use accountable plan reimbursements instead to avoid taxable rental income. [33:32] If I am a consultant and take a gig at a company 35 miles from my S-Corporation's administrative office, can I write off the costs to get to the facility on the days I work there? Yes, with administrative office, mileage becomes deductible business travel expense. [36:41] What's the best business structure setup for active stock trading? Limited partnership with C Corporation general partner provides optimal tax benefits. [42:19] What are the differences between an S Corporation and a C Corporation for an LLC? S Corporation flows through; C Corporation pays flat 21 percent rate. [47:25] If I move equipment into my C corporation, can I still use it for personal use? Personal use over 50 percent creates taxable fringe benefit complications. Resources: Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=1031-exchange-pitfalls-real-estate-investors-must-know&utm_medium=podcast Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=1031-exchange-pitfalls-real-estate-investors-must-know&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

It's tax season — and the rules have changed again. With new updates to the 1031 exchange and bonus depreciation, real-estate investors have more ways than ever to defer taxes and build wealth in 2025. In this episode, Brian Hamrick welcomes Dave Foster, one of the nation's top Qualified Intermediaries and founder of The 1031 Investor. Dave breaks down what the new "Big Beautiful Bill" means for real-estate owners, and how to use the latest tax provisions to maximize returns and preserve legacy wealth. You'll learn: What's new (and now permanent) in the 1031 exchange rules How bonus depreciation and cost segregation help you eliminate taxable income this year How to combine 1031 exchanges with bonus depreciation for massive savings Why the step-up value in basis creates tax-free generational wealth The difference between Section 179, Section 121, and 1031, and how each applies to real-estate owners The role of LLCs, trusts, and estate planning in preserving tax benefits Creative strategies like setting up a family foundation for charitable giving and tax deductions Whether you're an active investor, flipper, short-term-rental owner, or planning for retirement, this episode will help you understand how to protect your profits and plan smarter for the future. Find out more: Website: https://www.the1031investor.com/ YouTube: https://www.youtube.com/c/The1031Investor Facebook: https://www.facebook.com/DaveFoster1031  LinkedIn: https://www.linkedin.com/in/davefoster1031/ Twitter: https://twitter.com/DaveFoster1031  Instagram: https://www.instagram.com/davefoster1031/ Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and medicare benefits. https://www.rcbassociatesllc.com

In this episode of the Real Estate Pros podcast, host Michelle Kesil welcomes Jeffrey Peterson, a Minnesota attorney and tax law professor specializing in 1031 exchange strategies. Jeffrey explains the intricacies of Section 1031 of the Internal Revenue Code, which allows real estate investors to defer taxes on gains from the sale of appreciated properties by reinvesting in similar properties. He emphasizes the importance of working with qualified intermediaries to navigate the complexities of these exchanges and avoid common pitfalls, such as receiving proceeds before setting up the exchange.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this video, I break down how real estate investors use a 1031 exchange to trade up properties and grow their portfolio without triggering capital gains taxes. I walk through when a 1031 exchange makes sense, how it works in real life, and common mistakes investors make when trying to upgrade properties. If you're selling a rental, thinking about scaling, or want to understand how investors recycle equity into bigger deals, this breakdown will help you decide if a 1031 exchange is the right move.  

In this Real Estate Weekly Deal Breakdown, I walk through a real-life deal where I sold a problem rental and used a 1031 exchange to buy the neighbor's unit instead. This condo was a nightmare—bad tenant, eviction, major damage, a contractor who stole money, and numbers that no longer made sense. I break down why rehabbing it didn't work, why selling outright would've crushed me with taxes, and how a conversation with the neighbor led to the best possible outcome. If you're holding rentals and considering selling, this breakdown will help you think through your options before you make an expensive mistake.  

Are you really leveling up or just running in circles with your real estate deals? If you've ever raced through a 1031 exchange, felt stuck chasing “passive” income that never arrives, or lost sleep over looming capital gains taxes, this episode is your game-changer.Host Kenny Bedwell sits down with Brett Swarts, renowned capital gains tax strategist, for a blunt, numbers-driven masterclass on using Deferred Sales Trusts (DSTs) to crush the limitations of traditional 1031 exchanges and unleash truly passive income. Together, they dismantle common myths, reveal jaw-dropping case studies, and map out the step-by-step moves to reclaim your time, freedom, and cash flow.Stop letting taxes and deadlines push you into the wrong deals. Listen now to discover how DSTs can hand you ultimate flexibility and real peace of mind. This exclusive episode is packed with proven strategies and insider tactics you won't find anywhere else. Tune in now before you overpay for your next deal!Timestamped Highlights[00:00] – The moment that launched Brett's obsession with beating capital gains taxes[00:04:07] – Why “chasing 1031s” is making investors poor (and what to do first instead)[00:07:45] – The “no-shoes, no-shirt, no problem” blueprint for replacing active headaches with true passive income[00:09:19] – The killer move: How to actually “sell high, buy low” (and why 1031 jail kills your returns)[00:12:39] – When you must set up your DST (miss this window and the tax man wins)[00:15:31] – The shocking truth about 1031 “boot,” negotiation power, and not overpaying[00:21:45] – Passive income math: The exact steps to multiplying your cash flow (with no toilets, trash, or termites)[00:29:44] – How to reinvest, defer, and build wealth—without the dreaded time crunchAbout the GuestBrett Swarts is the founder and lead trustee at Capital Gains Tax Solutions. A nationally recognized expert in capital gains tax deferral strategies, Brett Swarts specializes in helping high net worth investors unlock growth, time freedom, and generational wealth through Deferred Sales Trusts. His practical approach has made him a trusted advisor to real estate entrepreneurs, business sellers, and anyone ready to escape the tax treadmill for truly passive income.

988. This week, Laura reviews how to use a 1031 exchange to legally defer capital gains taxes when selling an investment property. You'll learn the strict IRS rules for "like-kind" properties, the critical deadlines you must meet, and how to keep 100% of your profits working for you. Find a transcript here. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDT Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Click Here for the Show Notes In today's episode, we sit down with Dave to demystify one of the most powerful strategies in real estate investing: the 1031 exchange. From how it works, to why it's been around for more than a century, to the step-by-step process investors should follow before they sell a property—Dave breaks it all down in a way that's simple, practical, and surprisingly fun. We also dive into real client stories, financing hacks, timeline tips, and how the right team can save you tens or even hundreds of thousands of dollars in taxes. Whether you're a seasoned investor or just starting to build your portfolio, this episode is packed with game-changing takeaways you won't want to miss.  If you're thinking about exploring your own 1031 exchange strategy, be sure to reach out so we can help you run the numbers and connect you with the right experts. -------------------------------- Download your FREE copy of:  The Ultimate Guide to Passive Real Estate Investing. See our available Turnkey Cash-Flow Rental Properties. SUBSCRIBE on iTunes   If you missed our last episode, be sure to listen to TBT: Ask Marco - What Should We Pay Ourselves From Our Rentals? Our team of Investment Counselors has much more inventory available than what you see on our website.  Contact us today for more deals. -------------------------------------------------------- #LearningRealEstate #AskMarco #PassiveRealEstateInvesting #Turnkeyproperties #RealEstatePodcast #Investment #investors #RealEstateInvestors #RentalProperties #TurnkeyProperties #NoradaRealEstateInvestments

Send us a textCaleb David shares his unique journey from nonprofit humanitarian work to commercial real estate, revealing how his people-first approach has shaped his success despite market challenges. His background in international aid work provides a refreshing perspective on property transactions, emphasizing relationship-building, authenticity, and community service over quick profits.• Half East Indian, half American background with significant childhood time in India• Led nonprofit Table Initiative taking people overseas to understand social issues firsthand• Made nearly 30 trips to Ethiopia working with anti-trafficking organizations• Transitioned to commercial real estate after nonprofit burnout about 11 years ago• Focuses on education and setting small businesses up for long-term success• Starts with understanding client goals before working backward to find solutions• Emphasizes the importance of broker-client moral alignment and ethical practices• Advocates for supporting minority businesses, particularly in the Hispanic community• Currently building a team at Keller Williams Commercial in Colorado Springs• Values authenticity as his guiding principle in business and personal lifeFollow Caleb on Instagram and Facebook @CalebDavid or visit davidcommercial.com. Check out his podcast "Commercial Real Estate Unfiltered" on all major platforms. Support the showThanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!