16 Search Results: deferred sales trust

Deferred Sales Trust Introduction
Articles / Deferred Sales Trust

1. What is a Deferred Sales Trust? 2. How Does a Deferred Sales Trust Work? 3. Guidelines for the Deferred Sales Trust to Qualify 4. Failed Exchange Rescue 5. Other Considerations If you are considering the sale of a business, corporation, or investment real estate, you may face capital gains taxes associated with the sale. For the investor who does not want to continue holding investment property or remain in the same business, a Deferred Sales Trust should be considered. A...

Published: Nov 11th, 2011 - Popularity: 59463 views
Capital Gains Tax Solutions Summary
Articles / Tax Deferral/Mitigation Strategies

This section serves the needs of investors who face any capital gains tax situation--"regardless of whether it is the result of the sale of property or a business, the maturity of the principal on a note, a large sale of stock, or even certain debt forgiveness situations. Capital Gains Tax Worksheet and Example: This worksheet allows an investor to calculate their potential capital gains taxes on a particular transaction--whether real estate or otherwise. We would be happy to provide you ...

...1031, the client must not take constructive receipt of the sales proceeds within the transaction. Deferred Sales Trust: This tax-deferral strategy applies to many different capital gains situations...

... take constructive receipt of the sales proceeds within the transaction. Deferred Sales Trust: This tax-deferral strategy applies to many different capital gains situations...

...nt real estate. This strategy allows a client to avoid paying taxes on all sales proceeds that are reinvested into other investment real estate as long as they 1) do not take ...

...n a diversified portfolio of real estate called a " Real Estate Investment Trust (REIT) ". As with the 1031, the client must not take constructive receipt of the sales proceed...

Published: Sep 22nd, 2010 - Popularity: 940 views
1031 Tax Exchange DOs and DON`Ts
Articles / 1031 Exchange

Do: Utilize a Qualified Intermediary to handle your exchange proceeds. If you take possession (constructive receipt) of the proceeds from the sale of your property, this will forfeit your ability to complete a 1031 exchange. A Qualified Intermediary is a company set up to handle the transfer and close of 1031 exchange funds so that investors do not take constructive receipt. Do: Contract with a Qualified Intermediary that is both experienced and bonded. The QI must be able to handle your...

...other options available that can provide further flexibility and diversification. For example, the Deferred Sales Trust and the 721 exchange allow investors to defer their capital gains after a sa...

...hat can provide further flexibility and diversification. For example, the Deferred Sales Trust and the 721 exchange allow investors to defer their capital gains after a sa...

...rovide further flexibility and diversification. For example, the Deferred Sales Trust and the 721 exchange allow investors to defer their capital gains after a sale but di...

... further flexibility and diversification. For example, the Deferred Sales Trust and the 721 exchange allow investors to defer their capital gains after a sale but diversif...

Published: Sep 22nd, 2010 - Popularity: 462 views
Introduction to Tax Write-Offs and Credits
Articles / Tax Write Offs / Credits

1. Tax Write-Offs 2. Tax Credits 3. The Tradeoffs of Tax Write-Offs and Credits For investors facing significant capital gains or income taxes, write-off and tax credit investments provide methods to reduce or eliminate tax exposure. As opposed to deferring taxes with the 1031 exchange, 721 exchange, and Deferred Sales Trust , write-off and tax credit investments can cancel out the taxes owed. While tax write-off and tax credit investments provide significant tax benefits, it is impo...

Published: Sep 22nd, 2010 - Popularity: 5175 views
Railroad Traffic and the Inventory to Sales Ratio
Blog / Macroeconomics

The Railfax report provides a barometer of economic health by tracking the freight traffic for all North America railroads. This information provides insight into the amount of commodities and goods that are being shipped across the country, which coupled with an analysis of inventories to sales, can be an indication of increasing or decreasing consumer demand. The following chart depicts the 13-week moving average for rail traffic (a lagging indicator   since it is an average of the ...

Published: Apr 8th, 2013 - Popularity: 47 views
Insider Selling for Stocks is Surging. Caution is Warranted.
Blog / Equities (Stocks)

The Vicker's Weekly Insider Report does the hard work of aggregating insider transactions from SEC reports filed on a regular basis. Insider transactions are the purchases or sales of a company's stock by the corporate executives who run that company. If corporate executives are buying their own stock, it is generally a good sign of confidence given how intimately they know the company's position, relative health, and potential for stock market gains based on growth or exciting developments....

Published: Feb 9th, 2013 - Popularity: 68 views
Real Estate Investment Structures
Articles / Investment Real Estate

1. Sole-Ownership 2. Tenant-In-Common Ownership 3. Delaware Statutory Trust Ownership 4. Real Estate Investment Trust 5. Real Estate Funds (LLC or LP Structures) Real estate ownership is often thought of only in the context of owning an entire building or portfolio of buildings outright. Sole-ownership, however, is only one of the multiple investment structures that accommodate real estate ownership and investment participation. Investors are able to utilize many different types...

...le-ownership investment real estate qualifies for a 1031, 1033, or 721 tax-deferred exchange. The benefit and burden of sole-ownership property is direct control/responsibilit...

Published: Nov 11th, 2011 - Popularity: 1692 views
1031 Exchange Property Identification Rules
Q & A / 1031 Exchange

In order to successfully defer capital gains taxes using a 1031 exchange, an investor must identify potential replacement properties, in writing, by midnight of the 45 th calendar day after the close of escrow on the relinquished property. If the IRS requirements concerning property identification and receipt are not met, the transaction will be recognized as a taxable sale rather than a tax-deferred exchange. Here is what you need to know. [If you are looking for property, you can fill out t...

...bonds, or notes Other securities or debt [2] NOTE: Delaware Statutory Trust and Tenant-in-Common interests do qualify and are not a part of these specific exclusions...

Published: May 2nd, 2017 - Popularity: 319 views
Introduction to the 1031 Exchange
Articles / 1031 Exchange

1. Guidelines to Qualify for a 1031 Exchange 2. Which Properties Qualify for a 1031 Exchange? 3. Utilizing a Qualified Intermediary (QI) 4. Replacement Property Identification Guidelines 5. Putting It All Together: How a Typical 1031 Exchange Works 6. Other Considerations 7. Inheritance Benefits - A Step Up in Basis Investors preparing for the sale of a property held for business or investment purposes should consider a 1031 exchange. Section 1031 of the Internal Revenue...

...lized, the burden of capital gains and depreciation recapture taxes can be deferred, allowing an investor to build wealth through income and appreciation on reinvested capital...

...ate at death or alternate valuation date. Heirs realize gains and taxes on sales only on those gains above this new, potentially higher valuation. Additionally, the heirs rece...

Published: Aug 10th, 2011 - Popularity: 1132 views
Assistant Compliance Officer
Careers / Compliance

JRW Investments - Pasadena, CA We are a FINRA member, Broker Dealer firm currently looking for an Assistant Compliance Officer to join our team in Pasadena. As our new Assistant Compliance Officer , you will assist the Chief Compliance Officer in the development, implementation, and administration of all aspects of the compliance program of the firm   What you need for this position: Bachelor's degree 3-5 years experience in the securities/financial industry or related field...

...esponses to compliance audits or examination reports. Provide guidance to sales representatives and employees on compliance questions. Provide reports on a regular basis, an...

Published: Feb 8th, 2018 - Popularity: 189 views
Introduction to the 721 Exchange
Articles / 721 Exchange

1. Benefits of a 721 Exchange 2. Qualification for a 721 Exchange 3. Putting it All Together: How a 721 Exchange Works 4. End of the 1031 Exchange Road Investors seeking to defer capital gains taxes while increasing diversification in real estate should consider utilizing a 721 exchange. Section 721 of the Internal Revenue Code allows an investor to exchange property held for investment or business purposes for shares in a Real Estate Investment Trust (REIT) without triggering a tax...

... investors to avoid taxes and keep their wealth working for them in a tax- deferred exchange of their investment property for shares in a REIT. REITs are required to distribut...

Published: Nov 11th, 2011 - Popularity: 1815 views
Introduction to the 1033 Exchange
Articles / 1033 Exchange

  1. Guidelines to Qualify for a 1033 Exchange 2. Recommendations If an investor is required to relinquish their property through a "forced conversion," the IRS provides an opportunity to defer capital gains taxes through the exercise of a 1033 exchange. Forced conversion occurs when a taxpayer's property is reclaimed by eminent domain, condemned, or disposed of under threat of condemnation by a government or a quasi- government agency and the taxpayer receives payment in the form o...

...exchange, both capital gains and depreciation recapture taxes can be fully deferred, allowing an investor to maintain and continue to build wealth despite the forced conversio...

Published: Nov 11th, 2011 - Popularity: 468 views
Our Investment Distinctives
Articles / Principles of Wealth Management

The following paragraphs highlight some of the most important characteristics of JRW that set us apart from the market and that drive us to be a valuable resource for our clients.   Individually Customized Investment Solutions We provide truly customized investment solutions for each of our clients. We reject the prevalent trend of placing clients into generalized categories or investment "buckets" to attempt to streamline investment recommendations. We tailor our recommendations...

... are customizing a real estate transaction to address a client's 1031 tax-deferred exchange or constructing a client's portfolio of strategic investments for diversification...

Published: Jul 12th, 2012 - Popularity: 1971 views
Q&A: What is your assessment of Bitcoin?
Q & A / Currencies

Question What is your assessment of Bitcoin? Are you familiar with Bitcoin? Would you categorize it as a "commodity"? Seems immune to inflation--agree or disagree? Good investment? Way to diversify? Answer Bitcoin is a "digital currency" that was launched in 2008. It is essentially an entirely digital system of transferable units based on cryptography algorithms that controls the expansion and tracking of the units. Bitcoin attempts to create an orderly system in which the "Bitcoins...

...upposedly "back" the currencies. It is only insofar as we, the people, trust or have faith in these pieces of paper or digital units in our bank accounts we call currenci...

Published: May 20th, 2013 - Popularity: 526 views
What is a Real Estate Investment Trust (REIT)?
Articles / Real Estate

A Real Estate Investment Trust is a corporation that exists for the purpose of acquiring, managing, and selling real estate for the benefit of shareholders. REITs are one of the primary types of investment structures for clients who desire to participate in the potential for income and capital appreciation supported by commercial real estate. This article will help you understand the structure and operations of REITs, the potential benefits and risks of REITs as investments, and the way ...

Published: Feb 20th, 2013 - Popularity: 669 views
Q&A: Is Bankruptcy Really Deflationary?
Q & A / Macroeconomics

Question Bankruptcy You've said bankruptcy destroys money and causes deflation. But consider the following: you loan me $10 and I buy $10 worth of gold, then give the gold away and go into bankruptcy. The $10 transferred from you to me to the seller of the gold. The gold transferred from the seller to me to the receiver of my gift. In our little economy, neither money nor product has been lost--the commodity has the same value and the money has the same value and neither product nor money en...

...ou hid or attempted to exempt from bankruptcy through gifts and non-market sales would be revoked, so I would likely get the gold from your friend in recompense for the loan o...

Published: Apr 27th, 2013 - Popularity: 461 views