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Vacation Homes Under Today’s New Tax Rules – Part II

Vacation Homes Under Today's New Tax Rules - Part II Tax-Free Sale of Vacation Home In many cases, the profitable sale of a vacation home will result in tax-favored capital gain, although the gain will be subject to the 3.9% surtax on unearned income. However, some taxpayers may be able to sell their vacation homes [...]

Vacation Homes Under Today’s New Tax Rules – Part I

Vacation Homes Under Today’s New Tax Rules – Part I The tax treatment of a vacation home depends on the mix of personal and rental use.  If personal use of the home is extensive enough for it to be treated as used as a residence under Code Sec. 280A, deductions for the rental portion will [...]

2017 Year-End Moves: New Tax Reform Legislation

Year-End Moves to Make Light of Tax Reform Legislation Congress appears poised to enact a major tax reform law that could potentially make fundamental changes in the way you and your family calculate your federal income tax bill, and the amount of federal tax you will pay. This letter is designed to help you cope [...]

Cash Flow Analyzer Software Cloud-based Feature

You can save your analysis files on any cloud-based storage drive. Here is a tip that you may not be aware of to help you with your real estate analysis projects.  This tip can make analyzing real estate a little easier for you.  You can easily save your analysis file to any online, cloud-based storage drive such [...]

Refinancing Home Mortgage — A Timely Maneuver With Generally Positive Tax Results

A review of the tax angles clients should be aware of when they consider refinancing their home loans. With some experts predicting that home mortgage rates will rise, homeowners with adjustable-rate mortgages or higher-interest fixed rate mortgages obtained years ago may be motivated to refinance now. Others may find that refinancing a loan to renovate [...]

2017 Luxury Auto Depreciaton Limits; Self-Employed Fast Track Settlement Program

There were a number of important tax developments in the first quarter of 2017. The following is a summary of important tax developments that have occurred in the past three months that may affect you, your family, your investments, and your livelihood. New guidance on how small businesses can use research credit to offset payroll [...]

Return on Equity (ROE): Real Estate Investing

Understanding Return on Equity (ROE) and its application for successful real estate investing. The primary objective of investing in real estate is for cash flow and appreciation, but just because an investment property has a positive cash flow and appreciates does not make it a “buy.”  A property must produce enough cash flow and equity to provide an [...]

Rental Expenses: Deduct Up To $2,500 Per Invoice Line Item

The IRS has announced an increase in the de minimis safe harbor limit to $2,500. As you may know, the IRS recently issued new complicated capitalization rules. With those new rules came a safe harbor election that allows taxpayers to deduct up to $500 per invoice line item. As an example, if you were to [...]

Crunching Numbers Now Will Save You From Being in a Crunch Later

Use Real Estate Analysis Software As a CPA specializing in the real estate industry and working with hundreds of real estate investors, one of the biggest mistakes I have seen investors make over the past few years is buying real estate without first crunching the numbers to determine the property’s cash flow and whether the [...]

The Capital Gains Unrecaptured Section 1250 Gain Tax Trap

Real Estate Tax Deprecation Recapture Wow!  The recently passed tax law just lowered the capital gain tax rate... great, uh?  Well yes, but not so fast!  We all know how important it is to understand how the tax law affects our real estate investments.  Understanding and forecasting the tax ramifications of rental property ownership is [...]