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