Real estate blog entries tagged with tax planning

Blog entries tagged with "tax planning":

tax planning: Falling Home Values -- Good News? Could Be - 08/18/08 08:57 AM

Over the weekend I received an e-mail article about the benefits of falling home prices in estate planning. With the current lower values one can transfer a principal residence or vacation home to a Qualified Residential Property Trust (QPRT) and "freeze" the value for estate tax purposes.
This may be great … (1 comments)

tax planning: Deferring LOSSES on Sale of Rental Property - 06/01/08 01:53 PM

Deferring Gains with a 1031 Exchange
I think many of you are familiar with the 1031 exchange transaction where the real estate investor can sell real property that has been held for rental, investment or used in his or her business ("investment property") and defer the payment of the income tax … (0 comments)

tax planning: Will Your Money Survive Your Retirement? - 04/21/08 11:47 AM

It seems like only a few short years ago no one was worried about retirement. The stock market was roaring, home prices were rising and the economy was in solid shape. Everything looked rosy and many people were planning for an early retirement or at least one that carried no … (0 comments)

tax planning: Car College Classic - 02/24/08 02:45 PM

As promised in my last post I have included in this pod cast the original first issue of Car College from 2002. The interview is with Ed Lyon, the "Funniest Tax Guy in America". Being tax time I thought that this would be a great interview to share. While some … (0 comments)

tax planning: How to Squeeze Extra Tax Deductions from Your Mortgage In 2007 - 12/18/07 04:55 PM

For most Americans (but not all), mortgage interest is tax-deductible in the year in which it was paid.
With some advance planning, therefore, a homeowner can increase his 2007 tax deductions by paying additional mortgage interest while the calendar still reads 2007.
The key is to make the mortgage … (1 comments)

tax planning: TROUBLE BREWING; ESTATE TAX IN MD, DC AND VA - 11/05/07 11:11 AM

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tax planning: Just Because You Can Borrow From a 401(k) Plan Doesn't Mean You Should - 10/19/07 09:15 AM

According to the Wall Street Journal, the number of Americans taking loans against their 401(k) plans is increasing because most plans allow participants to borrow funds to purchase a home or to avoid foreclosure.
But just because the avenue is there, though, doesn't mean that borrowing from a 401(k) is a good … (9 comments)

tax planning: What if you could retire in 5 years at 100% income replacement, would you want too? - 09/28/07 10:23 AM

Michael J. Fitzgerald, CPA/PFS, CFP®, a Registered Investment Advisor (RIA) and the founder and President of Fitzgerald Financial Partners, LLC, a Fee-Only Investment Advisory & Wealth Management service firm located in Houston, Texas. Michael’s focus has been on providing comprehensive financial advisory services to high net-worth individuals and their families. Presently … (2 comments)

tax planning: Why Private Mortgage Insurance (PMI) Is Suddenly Popular - 08/22/07 09:02 AM

Suddenly, Private Mortgage Insurance is back in vogue. If only by default.
The story background is well-documented in this Bankrate.com article from 2002. The article is five years old, but it still raises some salient points.
What the article doesn't highlight is that second mortgages such as home equity loans are … (10 comments)

tax planning: The Tax Issue Nobody Seems to Talk About (Part I) - 07/12/07 04:41 PM

If you are like most Americans, you have been working hard, saving diligently, and are looking forward to the day when you can retire and begin living off your hard earned savings. You have done everything that the gurus and planners have told you to do, using the vehicles they suggested, … (1 comments)

tax planning: 1031 Exchange Alternative - 06/08/07 09:01 AM

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tax planning: Saving Money On Taxes - 05/21/07 08:04 AM

There are many mortgage and real estate equity planning strategies that can really help you save money on taxes whether you are buying, refinancing or selling a primary home, vacation home or investment property.
The Caylor Mortgage Planning Team brings a team approach to your situation by working with qualified CPAs, … (0 comments)

tax planning: Great Tax Tips and Info for 2006 & 2007 - 03/06/07 05:00 PM

Here is the latest in tax tips and info to help finish off 2006 and plan for 2007; brought to you by: Senior Advantage Real Estate Council
2006 TAX TIPS The April IRS tax filing deadline is looming. Here are some tax tips to pass to clients and to use as you … (0 comments)