Author: Jeff Anzalone
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Minimize Tax, Maximize Returns: The Art of Real Estate CPAs
Minimize Tax, Maximize Returns: The Art of Real Estate CPAs Navigating the real estate investing world while balancing a high-demanding profession, such as medicine or dentistry, can be challenging. Throw in managing finances and deciphering the tax code, and it swiftly becomes a jigsaw puzzle. As a busy periodontist and family man stepping into the…
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What Is Equity Multiple In Commercial Real Estate Investing?
What Is Equity Multiple In Commercial Real Estate Investing? The equity multiple formula is an important tool in real estate investing because it helps investors determine the potential return on their investment (ROI). It’s a financial ratio that helps investors decide if a real estate project could be profitable based on expected returns. The equity…
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How To Find Real Estate Syndication Deals For Investing
How To Find Real Estate Syndication Deals For Investing A wrist injury made me realize that, as a periodontist, I couldn’t provide for my family if I couldn’t use my hands. I needed to find an investment that would function like disability insurance, allowing me to receive cash flow still even if I couldn’t treat…
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RV Park Investing: How To Invest In Campgrounds
RV Park Investing: How To Invest In Campgrounds Outdoor adventures are rising which makes the golden opportunity in RV park investing. In the United States alone, there are over 8,000 RV parks. The best part? Most are owned by small operators (mom and pop), creating a large playground for growth and improvement. Institutional investors have also started…
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Cost Segregation Study: How It Works For Real Estate
Cost Segregation Study: How It Works For Real Estate If you decide to invest in real estate, then you’ll quickly realize that you’ll potentially face several costs, such as: purchase price of a property renovation expenses land improvements Fortunately, a cost segregation study can help investors reduce their tax liability and free up cash for future investments.…
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Understanding Passive Activity Loss Rules And Limitations
Understanding Passive Activity Loss Rules And Limitations If you invest in real estate, it’s crucial to pay attention to your property’s financial and physical aspects. And understanding tax regulations is one of those financial considerations. An often misunderstood tax law is how the passive activity loss rules (PAL rules) work. New Passive Investor Circle members often inquire about these rules and…
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How To Invest In A Real Estate Syndication – Beginner’s Guide
How To Invest In A Real Estate Syndication – Beginner’s Guide Real estate investments offer high-income earners multiple opportunities to diversify their portfolios and generate passive income. As a periodontist, I quickly found out after a wrist injury, just how important having additional income streams was. When I started in real estate, I thought I…
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Schedule K-1 Tax Form: What To Know As a Passive Investor
Schedule K-1 Tax Form: What To Know As a Passive Investor Tax advantages are one of the primary motivations for investing as a limited partner (LP) in real estate syndications. These benefits are passed on to the LPs through an IRS document called the Schedule K-1 tax form (Form 1065). If you’re in a business partnership, this…
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How Does The Federal Solar Tax Credit Work? (2023 Guide)
How Does The Federal Solar Tax Credit Work? (2023 Guide) The United States solar business has grown by over 10,000% since the federal government passed the Solar Investment Tax Credit (ITC) in 2006. This credit, also known as the Residential Clean Energy Credit, is a federal tax credit that allows you to deduct up to 30% of the cost of your…
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What Is A Short Term Rental? Your Guide To Investing
What Is A Short Term Rental? Your Guide To Investing Short-term rentals (STRs) have been gaining popularity lately, especially among people who want flexibility and convenience when they travel or relocate temporarily. A short-term rental, as the name suggests, is exactly what it sounds like. It’s when you rent a house or apartment for a shorter…
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(9 Ways) How To Make $100k A Year In Passive Income
(9 Ways) How To Make $100k A Year In Passive Income I recently spoke with a new Passive Investor Circle member (48-year-old endodontist) to help create a game plan for his financial future. One of the first questions I ask new members is, “What are you trying to accomplish?” Most people don’t have an answer…
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Top Advantages Of Real Estate Professional Tax Status
Top Advantages Of Real Estate Professional Tax Status Real Estate Professional Status (REPS) gives individuals unique tax benefits that can significantly impact their financial outcomes (especially physicians and dentists). The Internal Revenue Service (IRS) sets strict guidelines to qualify for real estate professional tax status, which offers distinct advantages in reducing taxable income. Achieving REPS can be…
