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Tax-mitigation Strategy for Ordinary Income, a Case Study

Using charitable contributions of a conservation easement, A Charitable Contribution of a Conservation Easement (CE) IRC § 170(h), may be used to mitigate taxes due to ordinary income. IRC § 170 (h) allows users to make contributions for charitable purposes that result in a reduction in tax liability. A CE can occur when a property […]

Deferring Capital Gains Taxes on the Sale of Investment Property

The 1031 exchange can be a powerful wealth-building tool available to taxpayers who have real estate investments. It has been a major part of the successful strategy of many real estate investors. At IREXA, we help you locate the right replacement property, then implement further investment strategies to mitigate your overall tax liability. Since capital gains tax […]

Why Use a 1031 Exchange When You’ve Lost Money on a Real Estate Transaction?

CASE STUDY: Why Use a 1031 Exchange When You’ve Lost Money on a Real Estate Transaction? Changing Tactics in a 1031 Exchange May Save Taxes CLIENT: The client invests as a family limited partnership entity. It originally invested $1,000,000 into a TIC property 10 years ago. The recent sale of the relinquished property resulted in […]

Frequently Asked Questions About Delaware Statutory Trust Beneficial Interests and Your 1031 Exchange

1. What transaction fees are involved from IREXA? All transaction fees are built into each purchase and are paid for by the sponsor. IREXA receives its fees from the sponsor. They include normal closing costs, and costs of securitization. On a 50% leveraged purchase, total fees are approximately 4%-6% of the overall purchase price. 2. […]

Discover New Opportunities from Real Estate Investments with a 1031 Exchange

Defer Tax on Gain You own commercial real estate with all of its rights and responsibilities. Perhaps you want to cash in on the equity you have built up in the last decade or you are through dealing with tenants. You’re ready to create income without having to work; that’s retirement. Some tactics that may […]

Tax-mitigating Investment Strategies Require Structure

What if your financial advisor was always looking at your full financial picture and goals, then collaborating with your tax advisor to optimize tax savings? One of the biggest issues for high net worth individuals and small businesses is taxes. I used to be an architect, for me it was a natural progression from that […]

The 1031 Exchange & Diversification

DST Properties Create Options If you own commercial real estate and are ready to sell, hopefully near the top of the market, a 1031 exchange for like kind property may defer taxes to a more opportune time. Deferring taxes allows you to redeploy your capital gains into more investments to potentially grow your wealth. In […]

Using Tax Mitigation Strategies to Grow Your Wealth

Why You Need a Tax Efficiency Analysis At IREXA, we focus on tax mitigation strategies. We help clients mitigate taxes from: ordinary income, passive, and portfolio income; the purchase and sale of assets including real estate; and retirement and estate planning issues.1 First let’s talk about tax mitigation strategies. Tax mitigation is simply the idea […]

Where Does Tax Savings Come From?

First, bring all of your tax planners onto one team. By taking the time to set up a collaborative relationship with a financial advisor who works with tax mitigation strategies, Certified Public Accountants, Enrolled Agents, and other tax professionals can change their business model to a tax-planning focus, which may result in greater revenue generation and […]