MB307: Save Tens of Thousands on Your Taxes – With Heidi Henderson
Real estate has always had tax advantages, but in recent years, the deal got even sweeter for multifamily investors. So, how do we take advantage of this BONUS depreciation? Today, Heidi Henderson explains how to do a cost segregation study and save tens of thousands on your taxes with the magic of accelerated depreciation!
What is a 1031 and How Does it Affect Your Tax Liability?
One of the most common questions we get on our investor intake calls is, “What is a 1031 exchange?” Today, David Meilan, Director of Investor Relations at Nighthawk Equity and Drew Kniffin, Nighthawk President, are going to break down this concept for us. Simply put, 1031 exchanges are a way to defer tax liability through […]
MB 245: Bring in 1031 Exchange Investors with the DST – With Paul Moore
As syndicators, we’d love to work with 1031 exchange investors more often. But the rules make it really, really difficult! It means taking on co-owners and big bucks in legal fees. Today, Paul Moore introduces us to the Delaware Statutory Trust, a tax-deferred strategy that allows 1031 investors to invest passively in syndication deals!
COVID Update – How the CARES Act has impacted 401(k) and IRAs
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress back in March when the pandemic was just starting to heat up. One aspect of the 800 page bill that investors need to understand is the impact to their retirement accounts. Specifically, you now have the ability to access (up to) $200,000 without penalty. Join me today with my guest, Damion Lupo, to learn how to maximize this unique opportunity.
MB 203: The MAGIC of Bonus Depreciation – With Terry Judge
Imagine earning as much as $10K in cashflow distributions from your investment in a multifamily property—yet claiming a taxable LOSS! Today, Terry Judge joins me to explain how you can use a cost segregation study to mitigate (and in many cases even eliminate) taxable income for years with the magic of bonus depreciation!
Tax Law Changes You Need to Know with Damion Lupo
On January 1st, something incredible happened that you really need to know about. For the first time in 13 years, there’s been a major overhaul in the retirement tax code. With this new change, multifamily investors now have the ability to make an investment in 2020 that can relieve them of their taxable burden from 2019. Up to $57,000! Want to learn more? Tune in to the video!
How to Avoid UBIT Taxes Inside an IRA
The benefit of higher annual returns drives a lot of people to repurpose their IRAs for multifamily real estate investment. But there’s a catch. The UBIT, or Unrelated Business Income Tax, means you could be taxed inside your IRA. It’s a real doozy!
Understanding Cost Segregation
One of the most common questions my investors ask me is how cost segregation can impact passive real estate investors from a tax perspective, particularly in a multifamily syndication.
MB 171: Passive Investing in Today’s Market – With Bronson Hill
If you’ve got money to invest, you’ve got a lot of options. Today, Bronson Hill is interviewing me about the pros and cons of the investing in the stock market, single-family homes and apartment syndications. I explain the difference between active and passive investing and share the current market outlook for multifamily!
MB 166: Leveraging the Deferred Sales Trust to Defer Capital Gains – With Brett Swarts
The 1031 Exchange is the best-known way to defer capital gains on the sale of a property. But what do you do if several of your LPs want to cash out? Today, Brett Swarts joins me to share an alternative method for deferring taxes on your real estate portfolio, the Deferred Sales Trust.