Latest
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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.
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How To Avoid Capital Gains Taxes
A few small changes in your investing strategy can result in big tax advantages.
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Three Tax-Smart Strategies for Real Estate Investing
Opportunity zones, Delaware statutory trusts and real estate income funds can help investors maximize gains and mitigate taxes.
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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.
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How Tax-Loss Harvesting Helps to Lower Your Tax Bill
This fairly straightforward tax strategy may help you reduce your capital gains taxes, but beware of triggering the wash sale rule.
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What Are the Capital Gains Tax Rates for 2023 vs. 2024?
Capital Gains Tax The capital gains tax rate depends on the type of asset, your taxable income, and how long you held the property sold.
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IRS Quietly Changed the Rules on Your Children’s Inheritance
Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key.
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Capital Gains Tax Exclusion for Homeowners: What to Know
Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you are eligible.
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How to Use Your Estate Plan to Save Tax Now: A Timely Update
Consider an upstream basis trust and a general power of appointment for an older family member to reduce capital gains taxes on highly appreciated assets.
