Consulting with a tax professional is advised to ensure compliance and proper handling of deadlines.This post does not create a CPA-Client relationship.

I've been in the real estate industry since 2014, but I'm now diving deeper into the investment side of things, eager to expand my knowledge and grow in this dynamic field.I'm passionate about building meaningful relationships with like-minded individuals and helping clients maximize their investment potential.

If you sign up as a client they provide legally vetted forms and can advise on the process at no charge.

Client reduced price and using Direct IRA financing.

You can exclude all appreciation on the original capital gains investment when you exchange or sell a property in an opportunity zone if you held it for more than 10 years.You are able to permanently exclude 10% of deferred gains from capital gains tax as long as you hold the property for at least 5 years and 15% if held for 7 years.Deferral of recognizing capital gains after the sale of a capital asset as long as the capital gains are invested in a QOF within 180 days of the property disposition.

We always leave those extensions and dates up to a client's CPA.

Nowadays and for most firms, no one client has paid to have 100% of your undivided attention for their project.    

It has become clear the "client care specialist" is not communicating openly with my realtor and I.

What I wrote above does not create an attorney/client relationship between us.

This is a strategy I use for myself and all my clients.