The Tax Man Cometh!

This all sounds great but how are you people avoiding a 30% capitol gains hit?
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Comments(4)

  • cjmazur1st August, 2008

    exchange
    hold asset longer
    take any loss you might have built up.
    are you taking all the deductions you can?
    medical reimbursement
    retirement/profit sharing

  • ITBInvestor1st August, 2008

    For a wholesaler, it is part of doing business. If you buy/fix/hold, and do not participate as a dealer (wholesaler), you can avoid or defer large amounts of income and capital gains.

    For many of us who are running holding companies, we are "pruning" our portfolios now and paying 15% long term capital gains, plus the required 25% depreciation recapture on accumulated depreciation. This is the worst tax case scenario. An exchange would roll the tax burden on to the next property. In either case, the overall tax burden is considerably lower than the regular income paid by a dealership.

    Everything is subject to change in 2009.

  • cjmazur1st August, 2008

    The assignment fee is $1, and a large paper bag.

  • ITBInvestor4th August, 2008

    CaptainJack, with the wholesale business model, there is a tax obligation on the income (less ordinary business expenses) you earn. bargain76, while I do not agree with this argument, I understand your numbers.

    Also, I would not suggest using personal expenses as business expenses.

    Of course "expanding your operation" and buying and renting "MORE properties" works for buy/hold also. In other words, I would earn say $500K as LTCG and pay 15% taxes which is better than earning $300K at a 15% tax rate. You can just cycle stuff you bought 3-5 years ago... or 366 days ago, pay the LTCG (and recapture tax) and retain more money.

    In an ideal world, you have multiple sources of income, some have tax benefits... some have income benefits, etc.

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