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Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
Talk to an AdvisorCurated by: Rubric Advisors
Tax Planning
A 1031 exchange allows real estate investors to defer capital gains taxes by selling investment property and reinvesting all proceeds into like-kind replacement property. Success requires advance planning, strict deadline compliance, qualified intermediary assistance, and full proceeds reinvestment.
Top 5 Tips for a Successful 1031 Exchange
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Section 453 installment sales allow sellers to defer capital gains recognition by receiving payments over multiple tax years, potentially spreading the tax burden across lower-income periods.
Tax PlanningSelling investment real estate may trigger multiple taxes including depreciation recapture, capital gains, NIIT, and state taxes, understanding each layer helps inform sale timing and deferral strategies.
Tax PlanningThe Alternative Minimum Tax is a parallel tax system that can significantly increase your tax bill, especially when exercising ISOs, earning large bonuses, or living in high-tax states. Strategic planning can minimize or avoid AMT exposure.