Thursday, October 18, 2012

Gift Limit Increased by IRS for 2013

Taxpayers are allowed to "gift" real estate, personal property and/or money to other individuals without having to pay any kind of corresponding taxes because of the gift provided the taxpayer follows certain gift limitations set forth by the Internal Revenue Service. 

Annual and Lifetime Gift Limits

The are two (2) different types of gift limitations.  There is the annual gift limitation and there is the lifetime gift limitation.  These limits are established by Congress and administered by the Internal Revenue Service. 

Annual Gift Limit Increased for 2013

The annual gift limit is set annually by the Internal Revenue Service pursuant to a formula pre-established by Congress.  The Internal Revenue Service just announced that the Annual Gift Limit for 2013 has been increased to $14,000.00 (it was $13,000.00 for 2012).

Monday, October 15, 2012

Tax Benefits of a 1031 Exchange Should Not Overshadow Financial Benefits

Real estate investors frequently jump into acquisitions of replacement real property as part of their 1031 Exchange transaction, and that may not be well suited for their investment goals and objectives.  The rush into these investments is certainly understandable due to the stress placed on the investor due to the 1031 Exchange deadlines involved.

Tax Benefits Should Not Guide Investment Decision

However, while the tax benefits related to structuring the 1031 Exchange are certainly important, the financial and economic elements of a replacement real property should not be ignored simply because of the 1031 Exchange identification and completion deadlines. 

Real estate investors should let the economics of the replacement real property guide their final investment decision instead of making their decision based solely on the income tax benefits involved by 1031 Exchanging into another replacement property.

Delaware Statutory Trusts

Delaware Statutory Trusts, also referred to as DSTs, can also provide another investment vehicle for real estate investors to consider.  The more options the real estate investor has at their disposal the more likely he or she will find the most suitable investment for their 1031 Exchange and not be forced into "jumping" into the wrong investment. 

Wednesday, August 15, 2012

Real Estate Economic & Demographic Trends, Analysis and Forecasts

The World and the West

The "Great Recession" has left many of us scratching our heads and wondering what's next?  Where do we go from here?  How should we re-position our real estate portfolio going forward now that we are emerging from the recession?  Should I hang tight, or make an investment move now?

Make Better Informed Investment Decisions

We realize these are confusing times, which is why Exeter 1031 Exchange Services, LLC is hosting this webinar for you.  Our goal is to provide you with up-to-date real estate market data and information so that you can make better informed investment decisions.

This exciting webinar will provide an update on the real estate market on a local, state, national and global point of view as well as an overview of certain demographic trends that will affect investment real estate.  It will help you answer the above questions, and help you decide how to position your own investment portfolio as we move forward beyond the recession. 

Advanced Registration Is Required 

Click here to register for this webinar on economic and demographic trends.

Sunday, August 12, 2012

Reverse 1031 Exchange Webinar

Save Your Deal With a Reverse Exchange 

Today's rapidly evolving real estate market has lots of investment opportunities available for the real estate investor, but you have to move very quickly to take advantage of the investment opportunities (or lose them).  

The Reverse Exchange can help. 

You don't have to wait until you have listed and sold your existing property. You can take advantage of investment opportunities as they come up by buying your replacement property first and then worrying about selling your existing relinquished property later. Eliminate the risk of paying taxes due to a failed 1031 Exchange Take advantage of unexpected investment opportunities by acquiring your replacement property first and then selling your relinquished property later.

Complex Reverse 1031s Briefly Addressed

Learn how to combine a Reverse 1031 Exchange with a Forward 1031 Exchange so that you have up to 360 days to complete your over all transaction.  This is not one 1031 Exchange, but two (2) 1031 Exchange strategies combined together.

This is a basic to intermediate level Reverse Exchange Webinar that discusses the benefits and advantages of deferring the payment of your capital gain and depreciation recapture taxes by structuring a Reverse 1031 Exchange where you acquire your replacement property before you sell your relinquished property. We'll address the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a Reverse 1031 Exchange. There will be plenty of time for questions and answers.

Registration Required 

Click here to register for this Reverse Exchange Webinar.

Thursday, August 02, 2012

Consumer Financial Protection Bureau Issues Report on 1031 Exchange Industry

CFPB Issues Recommendations on 1031 Exchange QI's

The Consumer Financial Protection Bureau or CFPB issued its long awaited report on July 21, 2012 regarding its recommendations for additional or new legislative and regulatory initiatives for the 1031 Exchange Qualified Intermediary Industry.

Qualified Intermediaries administer tax-deferred exchange transactions pursuant to Section 1031 of the Internal Revenue Code and Section 1.1031 of the Department of the Treasury Regulations

No New Regulations or Legislation Recommended 

CFPB's Report recommended no new or additional legislation or regulations be implemented for the 1031 Exchange Qualified Intermediary Industry.  The CFPB Report went into very specific details regarding the CFPB's assessment of the 1031 Exchange industry, including transaction volume, potential benefits of additional legislation or regulation versus cost/benefits incurred.