Sixth Stop: Real Estate Roadmap
Tax Strategies to Build Wealth
7 Different Ways to Eliminate or Defer Capital Gains
Key Objectives:
Deferred Sales Trust (DST)
Monetized Installment Sale
Qualified Opportunity Zones / Funds
4 Additional Tax Deferral Options
Creating a Winning Tax Strategy
Key Objectives:
The elements of a workable tax strategy
How to work with your CPA to avoid paying steep taxes
Other strategies to develop generational wealth through real estate activities
Cost Segregation
Key Objectives:
What is cost segregation and why is it beneficial to real estate investors?
What assets cost segregation works best for, other than for multifamily apartments
What accelerated depreciation looks like
Time frame aspects of completing a cost segregation study
How big of a property do you need to buy for it to make sense to complete a cost segregation study?
Advanced Tax Strategies (Part 1)
Key Objectives:
Creating your own bank vault
Leveraging insurance coverage to create generational wealth
Additional tax vehicles available to generate long term wealth
Using insurance to fund deals
Advanced Tax Strategies (Part 2)
Key Objectives:
Interest accounts
Index accounts
What is IUS
Other key strategies to consider
Qualifying as a Real Estate Professional
Key Objectives:
What exactly is this tax status and why would a real estate investor want to qualify for this status?
Exemptions to receive the 'benefits of qualifying', if you do not qualify
The value of money theory
"How" to actually qualify - the 2 steps
Documentation tips and suggestions