Real estate investment creates wealth, but without proper tax planning, you can lose a significant portion of your ROI. Whether you are buying, selling, or managing investment property, strategic real estate tax planning helps you defer capital gains, reduce your tax liability, and protect the value you worked so hard to build.
Real estate offers unique tax advantages, but those advantages require planning. Without the right structure in place, you may face:
Real estate tax planning is about timing, structure, and compliance. The right strategy depends on your goals, your property type, and your investment timeline.
A 1031 exchange allows you to defer capital gains taxes when you sell investment property and reinvest the proceeds into like-kind property. This strategy preserves capital and lets you grow your portfolio without immediate tax consequences.
We guide you through forward exchanges, reverse exchanges, and build-to-suit transactions. We ensure your exchange meets IRS requirements and protects you from costly mistakes that could disqualify the deferral.
Investing capital gains into a Qualified Opportunity Fund can defer and potentially reduce your tax on those gains. Hold the investment long enough, and appreciation may be tax-free. Opportunity Zones offer significant benefits, but the rules are precise. Investors must reinvest eligible capital gains into a Qualified Opportunity Fund within the required timeframe, meet strict holding-period requirements, and comply with detailed reporting and structuring rules to preserve the tax advantages.
Holding real estate in the right entity protects your personal assets and can improve your tax position. LLCs, limited partnerships, and trusts each serve different purposes depending on liability concerns, number of investors, and how you plan to transfer or sell.
Depreciation is one of the most valuable tax benefits available to real estate investors. Cost segregation studies accelerate depreciation by reclassifying components of your property into shorter recovery periods, creating larger deductions in the early years of ownership.
Real estate is often the largest asset in an estate. Without planning, your heirs may face estate taxes, probate delays, and disputes over ownership.
We design estate plans that use trusts, gifting strategies, and valuation techniques to minimize estate taxes and transfer property efficiently to the next generation
We review your current holdings, your investment strategy, and your tax situation to identify risks and opportunities.
We develop a customized tax plan that aligns with your goals. This may include 1031 exchanges, Opportunity Zone investments, entity restructuring, or estate planning.
We establish the necessary entities, draft operating agreements, and coordinate with your advisors to execute the plan.
As tax laws change and your portfolio grows, we’re here to update your plan to maintain compliance and maximize tax savings.
Before you buy, we help you choose the right ownership structure, evaluate tax credits and incentives, and plan for depreciation.
During ownership, we assist with entity maintenance, tax reporting, and strategies to offset rental income with deductions.
When you sell, we structure the transaction to defer or minimize capital gains taxes through exchanges, installment sales, or charitable strategies.
For long-term wealth transfer, we design estate plans that protect real estate from estate taxes and probate while preserving family control.
Strategic tax planning is the difference between making the most of your real estate investments and losing ROI to unnecessary taxes. Allegis Law provides real estate investors with the counsel, analysis, and implementation support needed to minimize taxes and maximize returns.
Call (801) 938-4035 today to design a tax plan that protects your investments.
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