Tom's Stories

The new tax law's impacts on homeowners, buyers and investors
Jun 28
How like-kind exchanges, sales and carried interest are impacted by the Tax Cuts and Jobs Act
Apr 20
Opinion
How to cash in on investing post-tax reform
Feb 1

Most real estate investors have heard about the mythical like-kind exchange. This tax strategy is where you buy a new investment property to replace the old one, and you don’t have to pay tax on the sale of your old property. What most investors don’t know is that there is a way to use like-kind exchanges to avoid tax on your real estate portfolio completely and still have the use of the cash and appreciation of your investment.

Jul 14

To successfully leverage debt and taxes, an investor must have the right plan plus a great tax advisor who understands real estate investing and the tax laws. To help your real estate clients build long-term wealth, these four tax-free investment strategies can be great tips to share when selling and buying property.

Jun 22