Have you ever wanted to rebel against the tax code? Do you remember that old saying by Ben Franklin, “In this world nothing can be said to be certain, except death and taxes.” – does that ring a bell?
Here’s some good news for the tax-haters: Tax-deferred exchanges provide comfort for the rebellious, and make half of Franklin’s adage obsolete, to the extent that you can offset tax with exemption. It’s an opportunity worth considering.
Seek Wealth and Strive to Solve Problems with 1031 Exchanges!
When you take on a 1031 exchange with the savvy of Marilee Hill, you get to cover your tax costs with a clever real estate strategy, working to preserve your capital in order to enjoy income potential (in the form of dollars not paid to Uncle Sam) and strive to improve your bottom line as you make your money work for you.
You can also optimize your estate planning, to minimize potential squabbling by heirs, and potentially benefit from increasing depreciation and increasing cash flow.
Also, under the current tax code, there’s no limit on how many times you can do an exchange. You can roll over the gain from one piece of investment real estate to another, and then to another, and another. Although you may have a profit on each exchange or not, all the way through your investment career, until you pass on and your descendants take over and the old taxes disappear.
A Word of Warning
1031 exchanges may sound simple, but beware the complications.
In getting started with a 1031 exchange plan, it’s important to learn the basics. Take a look at our FAQs and “Do’s and Don’ts” regarding those complications – for instance, selling vacation homes, an unwanted person or entity on title, how to sell your highly appreciated main residence and pay no taxes, etc. Contact Us!
Our mission is to strive to understand our client’s concerns and goals, and to provide them with good information to plan exchanges for suitable replacement properties. We excel in devising appropriate strategies to help our clients strive for their goal to keep profits in their pockets, rather than losing them to excessive tax burdens.
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Testimonials
Our partnership had developed a shopping center in the mid-80s, and in 2002 it was opportune for us to sell. But a straight sale would have meant a tax not only on our gained value, but also on the accrued depreciation — and that would have left next to nothing after taxes. So we knew a 1031 exchange was for us.
Marilee Hill knows the exchange process in detail. And she is constantly in touch with firms offering investment-grade properties specifically structured for exchanges. We ended up with a diversified portfolio, as part-owners of four solid, well-managed income producers: an office park, apartments, a net-leased office building, and another shopping center. And the capital gains tax? Indefinitely deferred.
Our tax situation was both complex and difficult. A real professional, truly knowledgeable, was necessary to guide us throught the maze. We are extremely pleased that we met, employed and worked with Marilee Hill. All of our problems were solved, and the results were way beyond our expectations.