Monday, December 21, 2009
Subscribe to:
Post Comments (Atom)
skip to main |
skip to sidebar
Tax-deferred exchanges allow owners to sell their rental or investment real property (relinquished property) and purchase replacement property while deferring their Federal, and in most cases state, capital gain and depreciation recapture taxes. Tax deferred exchanges include 1031 Exchanges, 1033 Exchanges, 1034 Exchanges (repealed), and 721 Exchanges.
Capital gain taxes can also be deferred upon the sale of real property when the seller agrees to carry back a promissory note (installment sale contract) pursuant to Section 453 of the Internal Revenue Code.
Gains on the sale of a primary residence can be excluded up to $250,000 (per person, if single) or $500,000 (if married) under a 121 Exclusion.
Self-Directed IRAs allow investors to take control of their Individual Retirement Accounts by carefully choosing a Self-Directed IRA Custodian that allows real estate related investments inside of their Self-Directed IRA. The earnings and profits are then tax-deferred with a Traditional IRA and tax-free with a Roth IRA.
Exeter Tax Deferred Solutions is dedicated to helping investors build and maintain wealth through 1031 Tax Deferred Exchanges, 1033 Tax Deferred Exchanges, Self-Directed IRAs and Cost Segregation Studies. (619) 239-3091
Go Ahead, ASK! Podcast
1031 Exchange Videos
Go Ahead Ask
Tax Deferral and Tax Exclusion Experts
Go Ahead, ASK! Podcast
Go Ahead, ASK! Podcast strives to unravel the mystery of investment real estate, especially the tax strategies related to investment real estate. Please subscribe to Go Ahead, ASK!
Capital gain taxes can also be deferred upon the sale of real property when the seller agrees to carry back a promissory note (installment sale contract) pursuant to Section 453 of the Internal Revenue Code.
Gains on the sale of a primary residence can be excluded up to $250,000 (per person, if single) or $500,000 (if married) under a 121 Exclusion.
Self-Directed IRAs allow investors to take control of their Individual Retirement Accounts by carefully choosing a Self-Directed IRA Custodian that allows real estate related investments inside of their Self-Directed IRA. The earnings and profits are then tax-deferred with a Traditional IRA and tax-free with a Roth IRA.
Resources and LInks
About Bill Exeter
- William L. Exeter
- San Diego, California, United States
- William L. Exeter is the Founder and Chief Executive Officer for Exeter 1031 Exchange Services, LLC; Founder, Chief Executive Officer and Chief Trust Officer for Exeter Trust Company, and their other affiliate companies. Mr. Exeter has been in the financial services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031, 1033 exchanges and Self-Directed IRAs. He has written and lectured extensively on 1031 and 1033 exchange transactions pursuant to Sections 1031 and 1033 of the Internal Revenue Code, on Tenant-In-Common (TIC) Properties as like-kind replacement property solutions for 1031 and 1033 exchange transactions pursuant to IRS Revenue Procedure 2002-22, on Structured Sales, Self-Directed IRA and on Title Holding Trust or Land Trusts.
Exeter Tax Deferred Solutions
Exeter Tax Deferred Solutions helps educate and inform real estate investors and their legal, tax and financial advisors so that they can make better informed real estate investment decisions.
Tax deferral and tax exclusion strategies discussed will include the use of Section 1031 Exchanges (tax-deferred exchange of investment property), Section 1033 Exchanges (tax-deferred exchange of property sold, lost or otherwise disposed of because of an eminent domain proceeding, condemnation or a natural disaster), Section 1034 Exchanges (old/repealed tax-deferred exchange of a primary residence), Section 721 Exchanges (also referred to as an upREIT), Section 121 Exclusions (tax-free exclusion on the sale of your primary residence), as well as Self-Directed IRAs and/or Structured Sales.
Tax deferral and tax exclusion strategies discussed will include the use of Section 1031 Exchanges (tax-deferred exchange of investment property), Section 1033 Exchanges (tax-deferred exchange of property sold, lost or otherwise disposed of because of an eminent domain proceeding, condemnation or a natural disaster), Section 1034 Exchanges (old/repealed tax-deferred exchange of a primary residence), Section 721 Exchanges (also referred to as an upREIT), Section 121 Exclusions (tax-free exclusion on the sale of your primary residence), as well as Self-Directed IRAs and/or Structured Sales.
Posts
Blog Archive
-
►
2021
(12)
- ► April 2021 (2)
- ► March 2021 (1)
- ► February 2021 (3)
- ► January 2021 (6)
-
►
2020
(11)
- ► December 2020 (3)
- ► November 2020 (4)
- ► September 2020 (1)
- ► April 2020 (1)
- ► January 2020 (2)
-
►
2019
(7)
- ► December 2019 (1)
- ► November 2019 (1)
- ► October 2019 (2)
- ► August 2019 (1)
- ► March 2019 (1)
- ► January 2019 (1)
-
►
2018
(6)
- ► December 2018 (2)
- ► November 2018 (3)
- ► October 2018 (1)
-
►
2017
(7)
- ► December 2017 (1)
- ► September 2017 (1)
- ► April 2017 (2)
-
►
2016
(1)
- ► November 2016 (1)
-
►
2013
(1)
- ► December 2013 (1)
-
►
2012
(12)
- ► October 2012 (2)
- ► August 2012 (3)
- ► February 2012 (1)
- ► January 2012 (2)
-
►
2011
(14)
- ► April 2011 (3)
- ► March 2011 (1)
- ► February 2011 (1)
- ► January 2011 (4)
-
►
2010
(27)
- ► December 2010 (2)
- ► October 2010 (2)
- ► September 2010 (3)
- ► March 2010 (1)
- ► January 2010 (10)
-
▼
2009
(79)
-
▼
December 2009
(20)
- Happy New Year!
- Dear President Obama: I Think You Have A Problem.
- Dear President Obama: I Think You Have A Problem!
- The Demise of the Private Annuity Trust or PAT
- Is It Better To Sell My Relinquished Property in 2...
- Didn't Get What You Wanted For Christmas? 1031 Ex...
- Merry Christmas
- It's Not Too Late For Year-End Tax Planning With 1...
- Can I Pay Off Credit Card Debt at Closing if I'm U...
- IRS Form 8824 for 1031 Exchange Reporting Now Avai...
- Wise Real Estate Investors Always Know Their End Game
- Economic Outlook from our Friends at Goldman Sachs...
- Highlights from an Economic Luncheon
- NEW Webinar: Don't Leave Insurance Settlement Mone...
- Federal Regulation of 1031 Exchange Industry Maybe...
- FOMC Leaves Fed Funds Rate Unchanged Today
- 1031 Exchange of Foreign Property or Assets
- This IS and WILL be the BEST Market to Trade Up in...
- Reverse 1031 Exchanges Are NOT Monsters
- Holding Real Property in a Partnership or Multi-Me...
- ► November 2009 (3)
- ► October 2009 (1)
- ► September 2009 (4)
- ► August 2009 (9)
- ► April 2009 (8)
- ► March 2009 (9)
- ► February 2009 (8)
- ► January 2009 (5)
-
▼
December 2009
(20)
-
►
2008
(69)
- ► December 2008 (9)
- ► November 2008 (4)
- ► October 2008 (3)
- ► September 2008 (7)
- ► August 2008 (3)
- ► April 2008 (4)
- ► March 2008 (3)
- ► February 2008 (6)
-
►
2007
(48)
- ► December 2007 (1)
- ► November 2007 (17)
- ► October 2007 (28)
-
►
2006
(33)
- ► December 2006 (7)
- ► November 2006 (26)
-
►
2005
(2)
- ► November 2005 (2)
© Copyright 2006 - 2022 by Exeter Management Corporation. Reprints by written permission only. All rights reserved. Exeter Tax Deferred Solutions(sm) is a Servicemark of Exeter Management Corporation.
Exeter Management Corporation
205 Storey Boulevard, Suite 200, Cheyenne, WY 82009. (307) 222-8750
No comments:
Post a Comment