ON-DEMAND INSIGHTS

Welcome to Insights, an IMG video series that dives into topics relevant to multifamily real estate to help you make more informed investment decisions.

03-09_3

This discussion covers the difference between short-term and long-term capital gains as it applies to tax liability from real estate investing.

Presenters:
Dave Mikkelsen, Director of Investor Relations, IMG
Ric Say, CPA Partner, LucoveSay.com

In this discussion, we introduce key estate planning topics for apartment owners. We cover (1) reasons to establish a trust and avoid probate, (2) benefits of a simple trust as we consider estate tax consequences and the concept of portability, (3) using tax-deferred exchanges and the possibility of a stepped-up basis, and (4) getting organized and staying current with whatever estate plan you have in place.

Presenters:
Dave Mikkelsen, Director of Investor Relations, IMG
Jim Krupka, Owner/Estate Planning Attorney, JimKrupkaLaw.com

 

We welcome the opportunity to share how fractional interest real estate ownership can become a part of your legacy planning. Investment strategies like the 1031 exchange may limit your tax liability and maximize the value of your legacy gifts. To learn more about our tax-advantaged 1031 exchange opportunities, contact our Investor Relations team at (747) 262-5600 ext. 652.

Our Guide to Estate Planning* can help you organize your thoughts and important documents in preparation for meeting with your estate planning team.

Download Our Free Estate Planning Guide (PDF) →

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*This communication and the information contained in this guide are provided for general informational purposes only and should neither be construed nor intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Consult your team of skilled professionals, including your financial planning professional, estate planning attorney, tax advisor and trust officer, as you develop or modify your estate plan.