Advantage Wealth Solutions Exchange, LLC

07/14/2023

Is your in jeopardy? An might be the solution to preserve your . Covered by §453, provide a seller great flexibility in determining liabilities. This column from New England Real Estate Journal digs into the strategy further.

Kyle Kadish Real estate investors maintain an outsized portion of benefits through the Internal Revenue Code versus nearly any other U.S. taxpayer. T...

10/31/2022

Even parents get treats with our 10/31 exchange!

10/31/2020

No tricks, all treats!

Happy Halloween from Advantage Wealth Solutions Exchange! Or, as we like to call it around here – Happy 1031 Day!

On 10/31 in our neighborhood, we may see a skeleton or two at our door. The miniature ghouls and goblins will come by looking for treats (and no tricks!) A 1031 Exchange may look or sound intimidating, but It really is a strategy filled with all treats and no tricks for investors.

1031 Exchanges have been a part of the tax code for nearly 100 years – they do not need to be scary or frightening! We navigate our clients through their real estate transactions and are treated with the advantages of tax deferral along with more working capital.

How do you know if you are going to find the house giving out the full-size candy bars? Considering your end-goal, thinking ahead, and plotting out an effective strategy can help you find that ultimate reward. The following are scenarios in which we have helped investors to achieve their long-term goals – they outline just a few ways to allow the tax code to work for you.

Advantage Wealth Solutions Exchange would appreciate the opportunity to be your Qualified Intermediary on your next 1031 Exchange. We will help you find the best treats and avoid being tricked!

10/20/2020

Low-interest rates and limited inventory have pushed up many property values. Are you considering locking in the gains, but unsure about the tax consequences?

Cash flow is attractive, but when looking at the yield against price appreciation, your capital might be able work harder for you.

10/16/2020

With a limited timeline to repurchase and few properties available, how can you complete an ?

With a limited timeframe to complete and exchange, and few properties available, how can you best execute the exchange?

09/25/2020

Exchanges allow an investor to keep their capital working, with many options for 'like-kind' property, including mineral rights and royalties.

"While depressed oil and gas commodity prices negatively impact returns, oil and gas investments may perform better than traditional stocks and bonds in an economic downturn or during periods of excess inflation."

07/22/2020

Yes, this is news, but it is just a proposal. have (for nearly 100 years) allowed all taxpayers to stimulate economic growth in cities nationwide.

https://therealdeal.com/2020/07/21/bidens-tax-plan-would-pull-the-rug-out-from-under-the-real-estate-industry-insiders/

05/15/2020

You might have more than 45 days to identify or greater than 180 days to complete your exchange. Check your calendar to see if the extension periods might apply to you.

Many of the pre-closing due diligence steps in the typical commercial real estate transaction such as title searches, surveys, inspections, local...

05/13/2020

Moving to a lower-tax jurisdiction? Don't forget to take your investment property with you.

Moving to a lower tax jurisdiction? Don't forget to take your investment property with you.