Latest articles by Daniel Goodwin
-
Tax Advantages of Oil and Gas Investments: What You Need to Know
Tax incentives allow for deductions and potential tax-free earnings — benefits accessible only to accredited investors in small producer projects.
-
Six Risks of Delaware Statutory Trusts in 1031 Exchanges
Here's how proper preparation can help you successfully navigate these DST risks, from market uncertainties to structural limitations.
-
Five Strategies to Defer Capital Gains in Real Estate Investing
These powerful strategies, from timing your sales during low-income years to leveraging qualified opportunity zones, can defer capital gains taxes on your real estate investments.
-
Top 10 Myths About 1031 Exchanges, Debunked
Are you confused about 1031 exchanges? This brief guide busts the top myths about real estate's favorite tax-deferral strategy.
-
10 Ways Your 1031 Exchange Can Go Horribly Wrong
Don't let your tax-saving strategy become a financial nightmare — discover the hidden pitfalls that could turn your 1031 exchange into a costly disaster.
-
What Is Capital Gains Tax Deferral?
Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it.
-
Election Could Reshape Opportunity Zones and 1031 Exchanges
Trump and Harris have divergent approaches to qualified opportunity zones and 1031 exchanges. See how each could fare under their administrations.
-
1031 Exchanges vs Opportunity Zones: Which Has the Edge?
In the world of tax-advantaged real estate investing in 2024, which of these financial gladiators offers better tax benefits and investment potential?
-
721 Exchange to Defer Taxes: Pros and Cons
721 exchanges, or UPREITs, can be an excellent tax mitigation strategy for real estate investors, though they’re not perfect for everyone.
-
The 1031 Exchange Rules You Need to Know
Taxes are an inevitable part of real estate investing. You can, however, defer or avoid paying capital gains taxes by following some simple 1031 exchange rules.
-
Why the Attack on 1031 Exchanges Is Likely to Fail (Again)
President Biden proposed the same cap on capital gains taxes last year, and it went nowhere. This year will probably be the same, but just in case, here’s what you can do.
-
It’s Not Too Late to Defer 2023 Capital Gains Taxes
If you’re sitting on a hefty capital gain, depending on its source, there might still be time for you to defer the taxes through the end of 2026 and perhaps longer.
-
Can You 1031 Exchange into a REIT?
No, you can't, but two other REIT-like alternatives let you defer capital gains taxes while giving you exposure to institutional-quality real estate assets.
-
Opportunity Zone Investing Still Hot Despite Looming Sunset
Tax incentives and rise of niche fund strategies make the qualified opportunity zone program an attractive way to grow tax-free wealth.
-
Four Reasons to Tap Opportunity Zones Before They Expire
As a provision in the Tax Cuts and Jobs Act, opportunity zones could sunset at the end of 2026, but there’s still time to maximize major tax benefits.
-
1031 Exchanges: A Matter of Life and Death?
It pays to take the long view — sometimes the very, very long view — in examining 1031 exchanges.
-
11 Reasons to Consider a 1031 Exchange
Deferring capital gains taxes might be at the top of the list, but growing your portfolio and your wealth and helping with estate planning are also compelling reasons.
-
Delaware Statutory Trust: A Viable Alternative to Debt Replacement
Using a DST would not only meet the debt replacement requirement in a 1031 exchange, but the DST could also help the investor diversify their portfolio.
-
One Way to Stay Ahead of Inflation: Qualified Opportunity Funds
QOFs based in areas with a long history of successful oil and gas production in the U.S. and with their advantage of deferring capital gains taxes (and in some cases eliminating them) could be a winning hedge for your investment portfolio.
-
Why Now Could Be a Good Time to Invest in Oil and Gas
Demand for energy is strong and supply has gotten low, and while clean energy is making strides, it’ll take a while before it dominates. Here are three ways to invest in oil and gas.
-
Qualified Opportunity Zones With an Energy Boost
The energy sector, where investors can combine qualified opportunity fund perks with oil and gas direct investment tax benefits, is one of the more appealing and lesser-understood QOZ offerings available.
-
Tax-Smart Strategies for Capital Gains in 2023
Using 1031 exchanges and qualified opportunity zones to reinvest the proceeds from the sale of an appreciated asset can defer and sometimes eliminate capital gains taxes.
-
Can I 1031 into a Qualified Opportunity Zone?
There is a short answer and a long, interesting answer that could save investors thousands of dollars. Let’s explore the ins and outs to help you make the best call for your investment dollars.
-
Opportunity Zones in 2023: A Look Back, a Look Forward
Is now the perfect storm for investors? Don’t take your eye off the ball — investing in opportunity zones is well situated to offer meaningful tax benefits to knowledgeable investors.
