With the end of 2017 upon us and tax season quickly approaching, what general tax strategies should investors, or those looking to invest, make sure they take advantage of in order to get the greatest return and set t...

I’m aware of loss harvesting when it comes to stocks, bonds, etf’s, etc. but how can this occur with real estate? Can I sell a capital loss on my stocks to offset rental income? I’m very interested in how this all tie...

Hi BP members! I had a tax question that I can't seem to find any info about online. The CPA's I've spoken with haven't been very creative in helping come up with solutions. A close friend of mine took a large capital...

Here is a radical idea for those with large unused capital losses--marry someone that will be generating a capital gain either thru the sale of their business or investments or a capital gain that will be passed out t...

I buy and sell a house within a year, lets say with a net profit of $100,000 after everything.I also have "capital loss short term carryover" of $44K and "long term capital losscarryover for $22K". Both from the previ...

We are selling our money pit of an investment property. We bought for $400,000. We will likely sell for $375,000. We've owned it for 10 years. It has been a rental for 8 years.

We need a professional to help us w...

I'm asking this question because I'm getting different answers from different CPAs as to how much I would save.  I'd like to sell one of my rentals and put the proceeds into stocks instead, but if the tax hit is too h...

I held a private deed of trust (5 years, balloon payment) in a friendly transaction but it was all properly recorded, etc.. I agreed to effectively a short sale: mortgagee sold property and I received all proceeds, wh...

I have a large capital Loss carryover balance from previous years. If I sell stocks now and generate capital gains, can I elect to defer the gain and use the gain in a Qual. Opportunity Zone fund without using any of...

Three family members have owned a house for 10 years - always occupied by a family member.  This year we placed it in a LLC (Limited Liability Company) in order to rent it for about 3 months of the year.  Now we have ...