Accelerated or “bonus” depreciation which allows businesses to immediately deduct a larger percentage of the purchase price of “qualified property” rather than stretching out the deductions over the useful life of the asset.
A Roth IRA conversion is a technique used by high-income earners—who exceed Roth IRA income limits—to convert traditional IRA assets to a Roth IRA.
Qualified opportunity zones (QOZs) are federally designated areas offering capital gains tax incentives to encourage investment, job creation and economic growth.
A DST is a legal structure that allows investors to own a fractional interest in large, institutional-quality and professionally managed real estate without day-to-day management and ownership burdens.
Real estate investors who have built significant wealth through property ownership often face a familiar challenge: how to exit highly appreciated assets without triggering substantial taxes or taking on new management responsibilities. A 721 exchange—also known as an UPREIT transaction—offers a solution.
Investing in these essential asset classes can be smart, especially in today’s dynamic business landscape.
These materials are for informational purposes only and should not be construed as tax, legal, or investment advice; professionals should evaluate each strategy based on individual client circumstances.