Legally Defer Taxes

Tax Strategies for Successful Investing

Understanding the IRS tax code is a complicated task. A simple principal stands for wealth accumulation – structure your transactions to legally defer paying taxes.

Real estate investments are the perfect vehicle to legally take advantage of all that the law allows. The IRS actually provides tools for you to accomplish this objective.

Fund your Real Estate acquisition using your IRA

Your IRA is a perfect funding source to invest in Real Estate and your IRA is the perfect tax shelter. You can buy and sell properties with your IRA and pay no taxes until you actually withdraw the money when you retire. The original intent of the IRA is to provide for tax deferred wealth accumulation as a means of replacing traditional pension plans. We can show you how to unlock the underperforming assets of your IRA and reinvest in wealth building real estate.

1031 Exchanges

This powerful tool provides an investor the ability to sell investment property or business property and purchase a like-kind replacement property without paying taxes. The tax on the gain is actually deferred until such time as you actually need the money or perhaps for a lifetime deferral depending on the structure of your estate. It is important to consult with your real estate professional early in this transaction to assure that the deal is structured to conform to a labyrinth of complicated issues.

We always suggest you consult with your attorney or tax advisor as to the best methods to legally meet your obligations yet avoid the incidence of paying taxes by taking advantage of all the law allows.