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How to Avoid or Defer Capital Gains Tax w/o a 1031 Exchange

Essential Real Estate Guide: Beginners' Insights for Investors, Agents, Brokers, and Tax Pros/CPAs on Capital Gains Tax
Instructor:
Mia Le, EA, MBA
1,120 students enrolled
English [Auto]
Unlock the secrets to dominating CAPITAL GAIN TAXES and propelling your wealth beyond limits without the headaches of a 1031 exchange
Receive exclusive FREE downloads, including a CAPITAL GAIN TAX CALCULATOR, Profit Maximization Spreadsheet
Dive into the world of alternative investments, from QUALIFIED OPPORTUNITY ZONES to lucrative REITs, unleashing a new dimension in your wealth-building journey
Master the art of investing from IRAs & 401(k)s to save on capital gain taxes, harnessing their power to optimize your financial strategy
Command specialized real estate strategies, including 1031 EXCHANGES, DEFERRED SALES TRUSTS, and FAMILY LIMITED PARTNERSHIPS (FLPs), ensuring you stay ahead
Uncover the secrets of leveraging CHARITABLE DONATIONS and GIFTING STRATEGIES, transforming your approach to capital gains tax planning
Navigate NET INVESTMENT INCOME TAX, PRIMARY RESIDENCE EXCLUSION, & the disposition of rental activity like a pro, ensuring adaptability in every financial plan
Enroll risk-free with our results guarantee. If you don't see transformative results within 30 days, get 100% of your investment back. Enroll Now!

Welcome to a groundbreaking course that goes beyond the ordinary, providing you with exclusive insights and tools to dominate CAPITAL GAIN TAXES and propel your wealth to new heights, all without the complexities and hassle of a 1031 exchange. This isn’t just a course; it’s your key to dominating capital gain taxes and skyrocketing your wealth. Notes that we are continuously updating the course and our goals is to have at least 4 hours of video content later. So register now and have access to all the updated contents for life!

Please note that this course is based on US Tax Laws.

WHY ENROLL IN THIS COURSE?

This course isn’t just knowledge; it’s empowerment. Here’s why you need to seize this opportunity:

Crash Course on Capital Gain Taxes:

  • Dive deep into the historical evolution of capital gains tax and unravel the IRS’s definition of capital assets.

  • Understand the short-term and long-term treatment of capital gain taxes.

  • Navigate real-world scenarios with practical examples, turning theoretical knowledge into actionable insights.

Strategies to Delay or Defer Capital Gains Taxes:

  • Elevate your financial game with advanced tactics like long-term capital gains, the “Hold onto Investments” strategy, and Step-Up in Basis/Estate Planning.

  • Learn the art of tax-efficient investments, leveraging primary residence exclusion and owner financing strategies.

  • Master installment sales, tax-loss harvesting, and strategic expense itemization to optimize your tax landscape.

Tax-Efficient Investment Choices:

  • Explore alternative investments beyond real estate, from Qualified Opportunity Zones to REITs, oil and gas investments, and more.

  • Unleash the power of tax-advantaged accounts like IRAs, 401(k)s, and HSAs, and dive into real estate-specific strategies like 1031 Exchanges and Deferred Sales Trusts.

Gifting and Charitable Strategies:

  • Navigate through specialized strategies, including gift assets, charitable donations, and Charitable Remainder Trusts.

  • Gain insights into 1035 Exchanges and tackle the nuances of net investment income tax on the sale of property.

Real Estate Strategies and Beyond:

  • Acquire a comprehensive understanding of 1031 Exchanges, Delaware Statutory Trusts, 1033 Exchanges, and more.

  • Receive step-by-step guidance on the disposition of rental activity, covering depreciation deductions, gains subject to recapture, and completing necessary forms.

Capital Gain Tax Calculator and Mini Q&A:

  • Learn to wield the capital gain tax calculator for property sales and gain proficiency in calculating gains for various scenarios.

  • Engage in a mini Q&A session, addressing specific situations like investor vs. dealer strategies, inherited real estate, vacation home sales, and more.


BENEFITS OF ENROLLING: Elevate Your Financial Game!

  1. Unlock the Treasure Trove: Delve into a wealth of strategies designed to save you from the burdensome grip of capital gain taxes. Say goodbye to the complexities of a 1031 exchange as you unlock the treasure trove of financial advantages awaiting you.

  2. Confidence Unleashed: Gain more than just knowledge; unleash unshakeable confidence in executing tax-saving strategies. Position yourself as a powerhouse in the competitive real estate arena, making strategic moves with assurance and poise.

COURSE DIFFERENTIATION: Redefine Your Path to Mastery!

  1. Elevate Your Expertise: This isn’t merely a course; it’s your personal journey to mastery. Navigate through complex concepts seamlessly, presented in an empowering narrative that transforms learning into a dynamic experience. Redefine what mastery means to you.

  2. Simplifying Tax Concepts for Dominance: Mia Le, your guide in this journey, simplifies intricate tax concepts with precision. It’s not just about understanding; it’s about dominating these concepts with simplicity as your greatest asset. Power lies in simplicity.

  3. Stay Ahead in Tax Dynamics: In the ever-evolving landscape of tax laws, staying ahead is key. Continuous updates throughout the year ensure you’re not just current but steps ahead. Your strategies remain cutting-edge, providing you with a competitive advantage that sets you apart in the real estate realm.

Buy this course if you’re serious about mastering capital gain tax strategies and building wealth through real estate.

30-DAY MONEY-BACK PROMISE: If this course doesn’t deliver, Udemy will refund your entire purchase within 30 days.

You’ve got everything to gain and absolutely nothing at risk!

Enroll now!

DISCLAIMER: The information and guidance offered on this website are intended solely for educational and general informational purposes. Mia Le and Strategy Street Smart expressly disclaim any responsibility for any direct, incidental, consequential, indirect, or punitive damages that may result from accessing or using any of the content accessible through this platform. Prior to making any investment decisions, it is strongly advised that you seek guidance from a qualified financial advisor or another professional specializing in wealth management.

While Mia Le and her associated entities exercise due diligence to maintain the accuracy and currency of the content on this platform, all information provided herein is presented “as is” without any warranties or representations of any nature regarding its accuracy or appropriateness for your specific needs.

Any hyperlinks leading to external websites are included solely for convenience, and Strategy Street Smart urges you to review the privacy policies of such third-party websites.

Introduction

1
Introduction & Welcome

Crash Course on Capital Gain Taxes

1
A Brief History of the Capital Gains Tax & How the IRS Defines Capital Assets
2
Capital Gain Tax Treatment: Short Term & Long-Term
3
Calculating Gains & Losses: Long-Term Capital Asset
4
Explanation of the Previous Quiz on Calculating Olivia's Taxes
5
Calculating Gains & Losses: Basis of Purchased Property
6
Calculating Basis of Purchased Property



7
Calculating Gains & Losses: Basis of Non-Purchased Property
8
Simple Rule for Determining the Holding Period of an Asset
9
Calculating Gains & Losses: Sale of an Asset
10
Calculating Gains & Losses: Sale of an Asset
11
Tax Considerations: Profits and Losses When Selling Property
12
Capital Losses
13
Capital Gains Tax Rate 2023, 2022, 2021
14
Online 2023 Capital Gains Calculator: How to Use a Simple One with Walkthrough
15
Capital Looses

STRATEGIES to Delay or Defer Capital Gains Taxes

1
Take Advantage of Long-Term Capital Gains: Invest for the Long Haul
2
"Hold onto Investments" Strategy: Time's Your Tax Ally
3
What Is Step-Up in Basis in Estate Planning: Inheritance Shields, Taxes Yield
4
Take Advantage of Primary Residence Exclusion: Home Sweet Tax Haven
5
Owner Financing: Be the Bank, Not the Landlord – Financing Brings Gains
6
Installment Sales: Sell Bit by Bit, Tax Hits Split – A Smart Way to Profit
7
Tax-Loss Harvesting: Turn Market Setbacks into Tax Advantages
8
Itemize Your Expenses to Reduce Capital Gains Taxes

Tax-Efficient Investment Choices (Alternative Investments to Real Estate)

1
Why Invest in Alternatives Investments?
2
Qualified Opportunity Zones (QOZs)
3
Map of Opportunity Zones
4
REITs (Real Estate Investment Trusts)
5
Oil and Gas Investments
6
Qualified Small Business Stock (QSBS)

Primary Residence Exclusion

1
Reporting the Sale of a Taxpayer's Main Home
2
Filing out Form 8949, Sales and other Dispositions of Capital Assets - Emily Exa

Installment Sales

1
Why Choose an Installment Sale?
2
What Is an Installment Sale? Real Estate Installment Sales Definition
3
Losses And Installment Sale Depreciation Recapture
4
Determining Gain in an Installment Sale: Mortgage Assumed, Adjusted Basis, etc.
5
Use Part I of Form 6252 or Worksheet A from Publication 537
6
Opting Out of Installment Sale
7
Tax Reporting: Forms 4797 and 6252 in Installment Sales

Mini Q&A: Capital Gains Tax Questions on Special Situations

1
Investor or Dealer: Which Real Estate Strategy Saves You More on Taxes?

Conclusion

1
Final Step & Bonus!
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Includes

2 hours on-demand video
1 article
Certificate of Completion

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