California’s Office of Tax Appeals Gives Hope to Drop and Swaps

California’s Office of Tax Appeals Gives Hope to Drop and Swaps (in California) On January 28, 2020 the California Office of Tax Appeals (OTA) delivered its opinion denying a Petition for Rehearing of the appeal of Sharon Mitchell, OTA Case No. 18011715.  This opinion...

Best Large Cities to Buy Investment Property 2020

Whether you’re looking to become an investment property owner, or are looking to buy additional investment properties, large cities can offer a number of benefits. From high-rises to single-family homes, large cities provide more diverse housing options as well as...

Best Cities to Buy Investment Property 2020

Being an investment property owner can be a lucrative way to bring in extra income, or even lead to a full-time job, but the key is to know where and when to invest. In order to determine the best cities to buy an investment rental property, we recently analyzed home...

1031 Exchange Trends and Info for 2020

As we start this New Year, below are key trends, issues and points to remember regarding 1031 Exchanges. 1031 Exchange Trends and Market Update 2020 2019 was another record year for 1031 Like Kind Exchanges. What’s in store for 2020? Commercial real estate is...

1031 Exchange Checklist

A 1031 Like Kind Exchange transaction requires planning, expertise and support. Here’s a checklist outlining key steps in your exchange. How to do a 1031 Exchange Choose your 1031 Qualified Intermediary (QI) Consult with your tax professionals Include Cooperation...

1031 Strategy for Partnership Scenarios

To keep your holiday season merry and bright, here are a few key 1031 updates and reminders to wrap up the year: 1031 Strategy for Partnership Scenarios As the year winds down, we are encountering more and more partnership questions on the sale of investment real...

Opportunity Zones & 1031 Exchange Tax Deferral Strategies

Ever since the Opportunity Zone (OZ) program was introduced in 2017, investors have asked many questions about the benefits of the program. With another key deadline quickly approaching – December 31, 2019 being the last day Opportunity Zone investors can invest...

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