Tax Savings · 4 articles · ≈ 10 days
The Tax Strategy Path
The short list of moves that actually move the needle: defer gains, offset income the right way, pay your kids, and protect what you have built. Read it before your next year-end check-in with your CPA.
01
The 1031 Exchange: How to Sell, Defer the Taxes, and Scale Your Portfolio
I traded one single-family home cash flowing $580 a month into five units cash flowing nearly $2,000, and paid zero capital gains tax to do it. That's the power of a 1031 exchange.
02Real Estate Professional Status (REPS): The Year-End Tax Moves That Save Investors the Most
I watched a physician couple earning $600,000 wipe out their entire tax bill, legally, with one spouse, some properties, and a few deliberate moves before December 31st. Here's the playbook.
03How to Pay Your Kids From Your Real Estate Business and Build Their Wealth Tax-Free
IRC §3121(b)(3)(A) lets you pay your kids tax-free from your real estate business. Here's exactly how the strategy works, with real numbers from my family.
04How to Bulletproof Your Rental Portfolio: Asset Protection in 3 Layers
What's the point of building wealth if you leave it exposed? Here's the exact three-layer structure we use to protect a portfolio, from the basics most investors skip to the holding company that ties it together.