Tax Deferral Strategies
How to Avoid Capital Gains on Real Estate
The real options a Tampa property owner has for reducing or deferring capital gains tax on a sale, and where each one actually stops working.
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Capital Gains Tax on a Second Home
Why a second home doesn't get the same tax break as a primary residence, how the gain is calculated, and where deferral options come into play.
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Using a Charitable Remainder Trust to Sell Real Estate
How a charitable remainder trust lets an owner sell appreciated real estate without immediate capital gains tax, in exchange for giving up direct ownership.
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What a Cost Segregation Study Does to Your Depreciation
How a cost segregation study reclassifies parts of a building for faster depreciation, and why the accelerated deductions come with a larger recapture bill later.
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How to Defer Capital Gains Tax on Investment Real Estate
The main ways to defer capital gains tax on a real estate sale, why a 1031 exchange is the most-used option, and where the deadlines and rules actually bind.
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Capital Gains When Selling a House
When a home sale actually owes capital gains tax, how the $250,000/$500,000 exclusion works, and what changes once the property stops being a primary home.
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Capital Gains Tax on Investment Property
A breakdown of how federal and Florida taxes apply when an investment property sells, and the timing decisions that change the final number.
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Opportunity Zone Tax Benefits, and What's Left of Them
How Qualified Opportunity Fund investing defers and can partially eliminate capital gains tax, what changed since the program's early years, and how it compares to a 1031 exchange.
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Estate Tax and Real Estate: What Heirs Actually Owe
How estate tax applies to inherited real estate, why step-up in basis erases deferred capital gains at death, and how that changes 1031 planning late in life.
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How an Installment Sale Spreads Out Real Estate Tax
How an installment sale real estate transaction taxes gain as payments arrive instead of all at once, and where a 1031 exchange fits as an alternative.
ExploreCapital Gains Tax on Selling a Rental Property
How capital gains and depreciation recapture are calculated when a Tampa landlord sells a rental, and the deferral options worth weighing before closing.
ExploreCapital Gains Tax on Inherited Property
How the stepped-up basis rule changes capital gains on inherited real estate, and what still gets taxed if heirs hold on before selling.
ExploreThe Section 121 Home Sale Exclusion Explained
How the $250,000/$500,000 Section 121 exclusion actually works, who qualifies, and what happens to the gain above the exclusion amount.
ExploreWhat Is Depreciation Recapture Tax
How depreciation recapture is calculated separately from capital gains on a rental or commercial property sale, and the deferral options available.
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