PLANNERS & TAX LEVERAGE

Tax buckets: tax deferred, taxable and tax-free
Passive activity loss "match-making"
Tax Bracket Math, Deficit

REAL ESTATE AND ABOVE-AVERAGE RETURNS

WHY PRIVATE REAL ESTATE SYNDICATIONS?

USING RETIREMENT FUNDS IN SYNDICATIONS

IRA vs 401
ROTH IRA vs ROTH 401

LEGACY CONSIDERATIONS

Life expectancy
Longevity risk
Tax-rate risk 

SPECIALIZED ENTITY CONSIDERATIONS

Well-designed and documented LLCs have great legal & tax benefits

They should be considered for all types of real estate transactions. Residential rental, commercial, wholesaling, short sales, rehabbing, new construction, sub-divisions, condo conversations, etc.

A properly structured LLC (or trust, see just below) should:

Protect your personal assets ...
Aid tax-planning strategies ...
Provide significant flexibility to allocate cash flow and profits ...
Prevent legal disputes and save you legal fees and hassles ...

A properly designed asset protection trust can hold your personal assets including the ownership shares of your LLC, along with your home, securities and other personal valuables.  Designed properly, such a trust is extremely difficult to penetrate.