Real EstateTax Strategies Every Investor Should Know | Money Talks with Ajay Kumar | S5, E15

What are the key tax strategies real estate investors should know before selling, exchanging, or passing on their properties? In this episode of Business Talk with AJ on ITV Gold, AJ Kumar, CPA, CVA, MBA, discusses Part 1 of the Real Estate Tax Blueprint and explains five important strategies that can play a role in real estate tax and wealth planning. 5 Strategies Covered in This Episode: 1. 1031 Exchange Learn how a 1031 exchange can allow eligible investors to defer capital gains taxes when exchanging one investment property for another, including an overview of identification periods, closing timelines, reverse exchanges, and qualified intermediaries. 2. Delaware Statutory Trust (DST) Explore how a DST can provide investors with a more passive way to participate in real estate while potentially allowing for tax-deferred investing in qualifying circumstances. 3. Deferred Sales Trust Understand the concept behind using a deferred sales trust to potentially spread the recognition of capital gains over multiple years rather than recognizing the entire gain immediately. 4. Qualified Opportunity Zones (QOZ) Learn how qualified opportunity funds and designated opportunity zones may provide potential tax benefits when eligible capital gains are invested under the applicable rules. 5. Step-Up in Basis at Death Discover why the tax basis of inherited property can be important in estate planning and how the rules surrounding inherited versus gifted appreciated assets can affect future capital gains. AJ and Sy Pandya also discuss why one tax strategy does not fit every investor and why proper planning should be based on your individual financial, tax, investment, and estate-planning circumstances. Coming Up in Part 2: The next episode will cover: Real Estate Professional Status Short-Term Rental / Airbnb Strategy Primary Residence Exclusion — Section 121 Cost Segregation & Bonus Depreciation Historic Building Conservation Easements 📺 Watch Part 1 to understand the first five strategies, then tune in for Part 2 of the Real Estate Tax Blueprint. Disclaimer: This content is provided for educational and informational purposes only and is not tax, legal, financial, or investment advice. Tax laws and individual circumstances vary. Consult a qualified tax or financial professional regarding your specific situation. #RealEstateTax #RealEstateInvesting #TaxStrategies #1031Exchange #DST #QualifiedOpportunityZones #TaxPlanning #EstatePlanning #RealEstateInvestors #BusinessTalkWithAJ #ITVGold #AJKumar Connect with us across our platforms: Website: https://saicpaservices.com LinkedIn:   / 62548828   Newsletter:   / accounting-digest-7170916833108111360   Facebook:   / ajaykcpa   Instagram:   / sai_cpa_services   TikTok:   / saicpaservices   WhatsApp Channel: https://whatsapp.com/channel/0029Va9q... X (formerly Twitter): https://x.com/SaiCPA Blogs:   / saicpaservices   &   / sai_cpa_services