by Stephen Morris, CPA, MBT, CCIM | Aug 17, 2023 | Real Estate
Let’s go over some of the different forms of holding property since there are several different ways to hold interests and the manner of your holding can alter the tax outcome from both an income and estate perspective. Fee Simple: Representing the most comprehensive...
by Stephen Morris, CPA, MBT, CCIM | Jul 26, 2023 | Real Estate, Tax Strategies
This week we’ll dive into some more technical areas of real estate tax law. As you may know, real estate taxation is mostly governed around court cases and a mish mash of revenue rulings, regulations, and other common/best practices. However, one area of tax law...
by Stephen Morris, CPA, MBT, CCIM | Jul 19, 2023 | Real Estate
Picture this: an enticing property hits the market at a tantalizingly affordable price. You know it’s a golden opportunity that’s likely to yield massive returns. But as you scramble to gather your resources, the property slips right through your fingers....
by Stephen Morris, CPA, MBT, CCIM | Jun 20, 2023 | Tax Strategies, Real Estate
As a continuation of our tax deferral series, I wanted to bring to your attention a different approach to your strategy of selling property and deferring the taxable gains. The complex world of real estate investment is loaded with intricate strategies that can...
by Stephen Morris, CPA, MBT, CCIM | Jun 16, 2023 | International, Real Estate
A lot of our clients from other countries own U.S. properties or shares in companies that own U.S. properties. These properties can be homes, offices, apartments, farms, vacant land, or places with resources like minerals or oil. These can produce income that may be...
by Stephen Morris, CPA, MBT, CCIM | Jun 14, 2023 | Real Estate
In this article, I’ll attempt to synthesize two significant topics into a single discussion. Firstly, I’ll discuss the gratifying tax and economic benefits of leading a real estate syndication as a sponsor by collaborating with investors. Secondly,...
