How To Avoid Or Defer Capital Gains Tax W/O A 1031 Exchange
Published 12/2023
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 1.23 GB | Duration: 1h 46m
Published 12/2023
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 1.23 GB | Duration: 1h 46m
Essential Real Estate Guide: Beginners' Insights for Investors, Agents, Brokers, and Tax Pros/CPAs on Capital Gains Tax
What you'll learn
Unlock the secrets to dominating CAPITAL GAIN TAXES and propelling your wealth beyond limits without the headaches of a 1031 exchange
Receive exclusive FREE downloads, including a CAPITAL GAIN TAX CALCULATOR, Profit Maximization Spreadsheet
Dive into the world of alternative investments, from QUALIFIED OPPORTUNITY ZONES to lucrative REITs, unleashing a new dimension in your wealth-building journey
Master the art of investing from IRAs & 401(k)s to save on capital gain taxes, harnessing their power to optimize your financial strategy
Command specialized real estate strategies, including 1031 EXCHANGES, DEFERRED SALES TRUSTS, and FAMILY LIMITED PARTNERSHIPS (FLPs), ensuring you stay ahead
Uncover the secrets of leveraging CHARITABLE DONATIONS and GIFTING STRATEGIES, transforming your approach to capital gains tax planning
Navigate NET INVESTMENT INCOME TAX, PRIMARY RESIDENCE EXCLUSION, & the disposition of rental activity like a pro, ensuring adaptability in every financial plan
Enroll risk-free with our results guarantee. If you don't see transformative results within 30 days, get 100% of your investment back. Enroll Now!
Requirements
Wifi Connection: Stay connected to a world of knowledge and opportunities with a reliable wifi connection.
Laptop/Computer or Phone: Equip yourself with the necessary technology to embark on a transformative learning journey.
Hunger to Learn & Take Charge: Fuel your success with a passionate desire to learn and take control of your own life. Your journey to mastery starts with your commitment.
Description
Welcome to a groundbreaking course that goes beyond the ordinary, providing you with exclusive insights and tools to dominate CAPITAL GAIN TAXES and propel your wealth to new heights, all without the complexities and hassle of a 1031 exchange. This isn't just a course; it's your key to dominating capital gain taxes and skyrocketing your wealth. Notes that we are continuously updating the course and our goals is to have at least 4 hours of video content later. So register now and have access to all the updated contents for life! Please note that this course is based on US Tax Laws.WHY ENROLL IN THIS COURSE?This course isn't just knowledge; it's empowerment. Here's why you need to seize this opportunity:Crash Course on Capital Gain Taxes:Dive deep into the historical evolution of capital gains tax and unravel the IRS's definition of capital assets.Understand the short-term and long-term treatment of capital gain taxes.Navigate real-world scenarios with practical examples, turning theoretical knowledge into actionable insights.Strategies to Delay or Defer Capital Gains Taxes:Elevate your financial game with advanced tactics like long-term capital gains, the "Hold onto Investments" strategy, and Step-Up in Basis/Estate Planning.Learn the art of tax-efficient investments, leveraging primary residence exclusion and owner financing strategies.Master installment sales, tax-loss harvesting, and strategic expense itemization to optimize your tax landscape.Tax-Efficient Investment Choices:Explore alternative investments beyond real estate, from Qualified Opportunity Zones to REITs, oil and gas investments, and more.Unleash the power of tax-advantaged accounts like IRAs, 401(k)s, and HSAs, and dive into real estate-specific strategies like 1031 Exchanges and Deferred Sales Trusts.Gifting and Charitable Strategies:Navigate through specialized strategies, including gift assets, charitable donations, and Charitable Remainder Trusts.Gain insights into 1035 Exchanges and tackle the nuances of net investment income tax on the sale of property.Real Estate Strategies and Beyond:Acquire a comprehensive understanding of 1031 Exchanges, Delaware Statutory Trusts, 1033 Exchanges, and more.Receive step-by-step guidance on the disposition of rental activity, covering depreciation deductions, gains subject to recapture, and completing necessary forms.Capital Gain Tax Calculator and Mini Q&A:Learn to wield the capital gain tax calculator for property sales and gain proficiency in calculating gains for various scenarios.Engage in a mini Q&A session, addressing specific situations like investor vs. dealer strategies, inherited real estate, vacation home sales, and more.BENEFITS OF ENROLLING: Elevate Your Financial Game!Unlock the Treasure Trove: Delve into a wealth of strategies designed to save you from the burdensome grip of capital gain taxes. Say goodbye to the complexities of a 1031 exchange as you unlock the treasure trove of financial advantages awaiting you.Confidence Unleashed: Gain more than just knowledge; unleash unshakeable confidence in executing tax-saving strategies. Position yourself as a powerhouse in the competitive real estate arena, making strategic moves with assurance and poise.COURSE DIFFERENTIATION: Redefine Your Path to Mastery!Elevate Your Expertise: This isn't merely a course; it's your personal journey to mastery. Navigate through complex concepts seamlessly, presented in an empowering narrative that transforms learning into a dynamic experience. Redefine what mastery means to you.Simplifying Tax Concepts for Dominance: Mia Le, your guide in this journey, simplifies intricate tax concepts with precision. It's not just about understanding; it's about dominating these concepts with simplicity as your greatest asset. Power lies in simplicity.Stay Ahead in Tax Dynamics: In the ever-evolving landscape of tax laws, staying ahead is key. Continuous updates throughout the year ensure you're not just current but steps ahead. Your strategies remain cutting-edge, providing you with a competitive advantage that sets you apart in the real estate realm.Buy this course if you're serious about mastering capital gain tax strategies and building wealth through real estate.30-DAY MONEY-BACK PROMISE: If this course doesn't deliver, Udemy will refund your entire purchase within 30 days.You've got everything to gain and absolutely nothing at risk!Enroll now!DISCLAIMER: The information and guidance offered on this website are intended solely for educational and general informational purposes. Mia Le and Strategy Street Smart expressly disclaim any responsibility for any direct, incidental, consequential, indirect, or punitive damages that may result from accessing or using any of the content accessible through this platform. Prior to making any investment decisions, it is strongly advised that you seek guidance from a qualified financial advisor or another professional specializing in wealth management.While Mia Le and her associated entities exercise due diligence to maintain the accuracy and currency of the content on this platform, all information provided herein is presented "as is" without any warranties or representations of any nature regarding its accuracy or appropriateness for your specific needs.Any hyperlinks leading to external websites are included solely for convenience, and Strategy Street Smart urges you to review the privacy policies of such third-party websites.
Overview
Section 1: Introduction
Lecture 1 Introduction & Welcome
Section 2: Crash Course on Capital Gain Taxes
Lecture 2 A Brief History of the Capital Gains Tax & How the IRS Defines Capital Assets
Lecture 3 Capital Gain Tax Treatment: Short Term & Long-Term
Lecture 4 Explanation of the Previous Quiz on Calculating Olivia's Taxes
Lecture 5 Calculating Gains & Losses: Basis of Purchased Property
Lecture 6 Calculating Gains & Losses: Basis of Non-Purchased Property
Lecture 7 Simple Rule for Determining the Holding Period of an Asset
Lecture 8 Calculating Gains & Losses: Sale of an Asset
Lecture 9 Tax Considerations: Profits and Losses When Selling Property
Lecture 10 Capital Losses
Lecture 11 Capital Gains Tax Rate 2023, 2022, 2021
Lecture 12 Online 2023 Capital Gains Calculator: How to Use a Simple One with Walkthrough
Section 3: STRATEGIES to Delay or Defer Capital Gains Taxes
Lecture 13 Take Advantage of Long-Term Capital Gains: Invest for the Long Haul, Watch Taxes
Lecture 14 "Hold onto Investments" Strategy: Time's Your Tax Ally – Hold, and Watch Your Ga
Lecture 15 What Is Step-Up in Basis in Estate Planning: Inheritance Shields, Taxes Yield
Lecture 16 Take Advantage of Primary Residence Exclusion: Home Sweet Tax Haven
Lecture 17 Owner Financing: Be the Bank, Not the Landlord – Financing Brings Gains
Lecture 18 Installment Sales: Sell Bit by Bit, Tax Hits Split – A Smart Way to Profit
Lecture 19 Tax-Loss Harvesting: Turn Market Setbacks into Tax Advantages
Lecture 20 Itemize Your Expenses to Reduce Capital Gains Taxes
Section 4: Tax-Efficient Investment Choices (Alternative Investments to Real Estate)
Lecture 21 Why Invest in Alternatives Investments?
Lecture 22 Qualified Opportunity Zones (QOZs)
Lecture 23 Map of Opportunity Zones
Lecture 24 REITs (Real Estate Investment Trusts)
Lecture 25 Oil and Gas Investments
Lecture 26 Qualified Small Business Stock (QSBS)
Section 5: Mini Q&A: Capital Gains Tax Questions on Special Situations
Lecture 27 Investor or Dealer: Which Real Estate Strategy Saves You More on Taxes?
Section 6: Conclusion
Lecture 28 Final Step & Bonus!
Real Estate Investor: Whether you're just starting or looking to level up, this course caters to your needs,Industry Professional: Real estate agents, brokers, or accountants seeking to become the go-to expert for clients' tax and investment queries