Informed Investors Defer Tax Forever*

Capital gains tax on the sale of your investment property could run as high as 15% to 30% when state and federal taxes are combined. Why not take the necessary steps to avoid this loss? A big tax bite could wipe out money you need for further investments. With an IRC section 1031 exchange, the saying, “Nothing is certain but death and taxes,” is only half true for an informed taxpayer who is planning the sale of an investment or business property.

Depending upon the taxpayer’s situation, the type of property relinquished and the characteristics of the replacement property, other aspects of the 1031 exchange may be involved. Its completion may become complex and experts should always be consulted. This is not a task for a do-it-yourself investor.

tax savings, 1031 exchangesUsing the power of the 1031 exchange to build and preserve wealth and assets, generate cash flow from investments, restructure, diversify and consolidate real estate holdings is the right of every owner of investment property in the United States. American taxpayers should never have to pay capital gains taxes on the sale of their investment property if they intend to reinvest those proceeds in more investment property.

The 1031 Exchange can be a powerful wealth-building tool available to taxpayers. It has been part of the success strategy of financial advisors and real estate investors. Section 1031 of the Internal Revenue Code, the tax-deferred exchange, allows a taxpayer to sell income, investment, or business property and replace it with like-kind property. View 1031 replacement properties now.

*Capital gains tax on the sale of this property is deferred or postponed as long as the IRS rules are meticulously followed. This is a wise tax and investment strategy as well as an estate planning tool. In theory, an investor could continue deferring capital gains on investment property until death, potentially avoiding them altogether.

IREXA Financial Services / Wealth Strategies collaborates with CPAs, attorneys, and other tax planning professionals to assist clients with tax mitigation strategies. IREXA,  Sandlapper Securities,  and Sandlapper Wealth Management are not tax professionals or attorneys. IREXA only provides client tax mitigation strategies through, and with the approval of the client’s professional counsel. Read more about 1031 exchanges.

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*IREXA Financial Services | Wealth Strategies, SANDLAPPER Securities, LLC and Sandlapper Wealth Management LLC do not provide legal or tax advice.

**Investing has risks; performance is not guaranteed. Securities offered through SANDLAPPER Securities, LLC (member FINRA/SIPC) and advisory services offered through Sandlapper Wealth Management, LLC an SEC Registered Investment Advisory Firm. Robert Boggess is an independent representative of SANDLAPPER Securities and independent advisory representative of Sandlapper Wealth Management. IREXA Financial Services/Wealth Strategies is not an affiliated company with the Sandlapper Companies or CPAAcademy.org. No offer to buy or sell securities is being made. Such offers may only be to qualified accredited investors via private placement memorandum. Neither Sandlapper nor IREXA are tax advisors. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Investments are not guaranteed or FDIC insured and risks may include but are not limited to complete loss of principal investment. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before investment. Changes in the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made.

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