As a specialized real estate CPA, I'm here to provide expert guidance on your most complex tax matters, from navigating 1031 exchanges and cost segregation studies to optimizing your rental property deductions and han...

Should I refinance w/ cash-out or use my taxable account to buy homes?

Hello everyone!

I am thinking of investing in real estate. Maybe in 5-10 years have enough rentals where I can quit my job and do real e...

I have appx $250k worth of active income this far (commercial real estate broker), and I have another $300k in income coming (though I am rolling my fee as equity into the deal so it will not be reported as income on ...

We have successfully made a deal on an REO home, but have some questions on a 1031 exchange for it.  The idea is to take the home (purchased for $50k), put $15-20k into it and sell it for up to $100k.  1) The purchase...

Hi - I have a home that was purchased back in 2017 ($329K) under my name since my mother didn't want to put the house under her. She has been living there and she pays the mortgage and now only have about $70K left to...

Hi allMy dad has a 1br/1ba lower unit condo/apartment up in Alameda and is looking to sell it because:"don't want to deal with increasing HOA Mgmt Fees, additional liability Insurance, Prop taxes NONE of which will be...

What exactly are the tax benefits from buying a rental property? How much money should I expect in tax benefits/tax refund from my investment property? Is it a percentage of the interest rate paid? Are there any other...

My wife has been out of work due to the virus. She has a hair salon which has been forced to close down during the pandemic. Does anyone know if I will be able to wave the 10% early withdrawal fee if I take a distri...

I am doing numbers on a rental complex I am buying and just wanted to make sure my logic was correct. 1. These are rental duplexes. I assume depreciation 27.5 yrs.  Also 35% tax bracket. 2. Assume home value is 1 Mill...

Hi Folks,I'm wondering if anyone out there can help me get the 30,000 foot view of how seller financing could be an advantageous route for estate planning? My father in-law owns a 3-unit rental property that he's had ...