For real estate investors, the timing and structure of a property sale can have a significant impact on the taxes ultimately paid. Yet many advisors are unaware of the sophisticated strategies some investors use to maximize tax benefits and preserve wealth.
Join nationally recognized 1031 exchange expert Weiming Peng for an in-depth discussion of advanced tax-planning opportunities involving investment real estate. You’ll learn how some property owners strategically position assets to potentially benefit from both the Section 121 principal residence exclusion and a Section 1031 like-kind exchange, and the planning considerations that make these approaches possible.
Weiming will also explore how investors can incorporate failed, delayed, or partially completed exchanges into broader tax-planning strategies, helping to manage taxable gain and create opportunities for future planning.
During this webinar, you’ll learn:
- How Section 121 and Section 1031 rules can intersect in certain real estate planning scenarios
- Key requirements, limitations, and timing considerations when combining homeowner and investment property strategies
- Planning opportunities involving partial exchanges and excess exchange proceeds (“boot”)
- Tax implications of failed or incomplete exchanges and how they may fit into a larger tax strategy
- Common mistakes investors and advisors should avoid when evaluating exchange opportunities
Weiming will share practical case studies illustrating advanced real-world planning techniques