Eliminate Tax for Beneficiaries with a 1031 Delaware Statutory Trust

Investment property owners have many considerations when estate planning.  The financial and lifestyle objectives of investment real estate owners change as they enter new chapters of life. Many of the property owners we work with no longer want to spend time managing tenants, addressing new regulatory issues and paying for large capital projects. What they…

Special and Complex Tax Rules for Investment Property By Pete Muffoletto

Investment rental property, whether houses, apartments, vacant land, commercial buildings, shopping centers or warehouses, offer big tax incentives for investors who understand the special but complex tax rules and regulations related to these investments. Real Estate Professionals The best breaks go to “real estate professionals,” defined as those who spend at least 750 hours per…

California Realtors Revive Prop 5 for 2020 Ballot: Vote NO on the California Property Tax Transfers and Exemptions Initiative! By-Kathy Fettke

  California realtors are reviving Proposition 5 just a few weeks after voters squashed it at the ballot box. It would expand the portability rule for homeowners protected by Proposition 13, but Prop 5 only got about 41% of the vote. The California Association of Realtors says it was disappointed by the results, but not…

Qualified Opportunity Zone Funds – A Tax Efficient Investment Vehicle for Those Selling Appreciated Assets By – Steve Haskell, Vice President

What is a Qualified Opportunity Zone (QOZ)? A QOZs as described under the 2017 Tax Cuts and Jobs Act is a social program with the intent of redeveloping impoverished districts throughout the country by driving private capital to over 8,700 underserved communities and 35M Americans throughout by offering tax incentives to investors. (1) 

Constitutional Amendment Could Double Parcel Tax! – by Jon Coupal, President of Howard Jarvis Taxpayers Association

Dear Housing Providers: A Constitutional Amendment was just introduced that could quickly DOUBLE the two-billion-dollar parcel tax burden already imposed on homeowners.  Yes, double! California is the only state in the USA where parcel taxes are even legal.  Parcel taxes were invented here to dodge Proposition 13’s 1% cap and now Senate Constitutional Amendment 22…