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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

    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

    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)

    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

    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

    (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

    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…

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  • Does Forming an LLC Really Protect Personal Assets?

    Does Forming an LLC Really Protect Personal Assets? Starting a business involves many crucial decisions, including which legal structure to set up. One popular option is forming a Limited Liability Company (LLC). An LLC offers several advantages, such as privacy, tax benefits, and, most importantly, asset protection. Understanding how an LLC safeguards your assets is key to…

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  • How To Make Money With Commercial Real Estate Investing

    How To Make Money With Commercial Real Estate Investing

    How To Make Money With Commercial Real Estate Investing Investing in commercial real estate can be a lucrative way to build wealth and diversify your investment portfolio. This sector comprises various property types, from office spaces and retail buildings to industrial units and apartment buildings. It’s particularly attractive for busy, high-income earners (i.e., dentists and…

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  • Real Estate PPM: Mitigating Risk and Maximizing Return on Investment

    Real Estate PPM: Mitigating Risk and Maximizing Return on Investment

    Real Estate PPM: Mitigating Risk and Maximizing Return on Investment If you’ve been reading this blog or watching some of my YouTube videos, you know that real estate syndications are one of my favorite investments. In 2017, my first investment was an apartment syndication in Dallas. It was nerve racking to go through the process…

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  • How To Avoid Depreciation Recapture Tax On Rental Property

    How To Avoid Depreciation Recapture Tax On Rental Property

    How To Avoid Depreciation Recapture Tax On Rental Property One of the reasons that kept me from investing in rental real estate was trying to understand what all of the terms meant. Trying to learn this brought back vivid memories of dental school where it seemed that the teachers were speaking a differerent language such…

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  • Real Estate Depreciation: #1 Tax Strategy for Busy Professionals

    Real Estate Depreciation: #1 Tax Strategy for Busy Professionals

    Real Estate Depreciation: #1 Tax Strategy for Busy Professionals As a doctor or other high-income professional, you probably fall into the highest tax bracket (37%), which is a significant expense. When I started my dental practice from scratch, I bought a new office along with equipment to furnish it. My CPA told me I could…

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  • Multifamily Real Estate Syndication: A 2023 Investment Guide

    Multifamily Real Estate Syndication: A 2023 Investment Guide

    Multifamily Real Estate Syndication: A 2023 Investment Guide Are you interested in real estate investing but struggling with how to juggle a full-time career plus dealing with tenants? If so, then you may want to consider investing in a multifamily real estate syndication. This type of investment involves pooling resources with other investors to acquire…

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