Rishav

Where Does Tax Savings Come From?

First, bring all of your tax planners onto one team. By taking the time to set up a collaborative relationship with a financial advisor who works with tax mitigation strategies, Certified Public Accountants, Enrolled Agents, and other tax professionals can change their business model to a tax-planning focus, which may result in greater revenue generation and …

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Tax Deductions via Conservation Easements

Charitable contributions of conservation easement provides tax deductions to the contributors. They are a proven, effective way to provide for the public good by transferring properties into the public realm in perpetuity. On December 30th Richard Rubin published an article in the Wall Street Journal about conservation easements primarily from the perspective of conservation easement abuse. He …

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The Delaware Statutory Trust as a Real Estate Investment

Delaware Statutory Trusts (DSTs ) have emerged as form of ownership as an alternative to Tenants in Common (TIC).  Investors who hold highly appreciated real estate assets may be at a stage of their lives when they are seeking more passive investment opportunities. Passive, professionally managed ownership may allow them to concentrate on other opportunities …

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Tax-mitigating Investment Strategies Require Structure

What if your financial advisor was always looking at your full financial picture and goals, then collaborating with your tax advisor to optimize tax savings? One of the biggest issues for high net worth individuals and small businesses is taxes. I used to be an architect, for me it was a natural progression from that …

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Options When Members of a Partnership or LLC Want to Cash Out

A partnership or limited liability company (LLC) cash-out 1031 exchange occurs when one or more of the partners or members want to cash-out of the investment property to be sold instead of re-investing all of the proceeds from the sale of the relinquished property into the replacement property. One popular method is a Drop and Swap. Assuming …

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Credit Tenant Loan: Using a 1031 Exchange for a Cash-out Solution

The Credit Tenant Loan 1031 exchange strategy focuses on the potential of obtaining the maximum cash out of a real estate transaction. It relies on a 1031 exchange, but the exchange is only a vehicle for providing cash from the sale of the relinquished property. Some property owners want to sell their property, cash-out, and …

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Redeploying Tax Savings From a Conservation Easement to Provide Tax Free Retirement Income

A married couple in their mid-forties approached me to have a financial analysis based on my Strategic Tax Mitigation™ protocol. Their chief concerns included: the lack of strategies they had to reduce their current taxes and to develop a better retirement income program. After the review, I developed a plan to meet the clients’ goals …

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