How to Avoid or Defer Capital Gains Tax w/o a 1031 Exchange
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- Curriculum
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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:
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Dive deep into the historical evolution of capital gains tax and unravel the IRS’s definition of capital assets.
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Understand the short-term and long-term treatment of capital gain taxes.
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Navigate real-world scenarios with practical examples, turning theoretical knowledge into actionable insights.
Strategies to Delay or Defer Capital Gains Taxes:
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Elevate your financial game with advanced tactics like long-term capital gains, the “Hold onto Investments” strategy, and Step-Up in Basis/Estate Planning.
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Learn the art of tax-efficient investments, leveraging primary residence exclusion and owner financing strategies.
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Master installment sales, tax-loss harvesting, and strategic expense itemization to optimize your tax landscape.
Tax-Efficient Investment Choices:
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Explore alternative investments beyond real estate, from Qualified Opportunity Zones to REITs, oil and gas investments, and more.
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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:
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Navigate through specialized strategies, including gift assets, charitable donations, and Charitable Remainder Trusts.
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Gain insights into 1035 Exchanges and tackle the nuances of net investment income tax on the sale of property.
Real Estate Strategies and Beyond:
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Acquire a comprehensive understanding of 1031 Exchanges, Delaware Statutory Trusts, 1033 Exchanges, and more.
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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:
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Learn to wield the capital gain tax calculator for property sales and gain proficiency in calculating gains for various scenarios.
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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!
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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.
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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!
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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.
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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.
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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.
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2A Brief History of the Capital Gains Tax & How the IRS Defines Capital AssetsVideo lesson
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3Capital Gain Tax Treatment: Short Term & Long-TermVideo lesson
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4Calculating Gains & Losses: Long-Term Capital AssetQuiz
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5Explanation of the Previous Quiz on Calculating Olivia's TaxesVideo lesson
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6Calculating Gains & Losses: Basis of Purchased PropertyVideo lesson
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7Calculating Basis of Purchased PropertyQuiz
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8Calculating Gains & Losses: Basis of Non-Purchased PropertyVideo lesson
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9Simple Rule for Determining the Holding Period of an AssetVideo lesson
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10Calculating Gains & Losses: Sale of an AssetVideo lesson
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11Calculating Gains & Losses: Sale of an AssetQuiz
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12Tax Considerations: Profits and Losses When Selling PropertyVideo lesson
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13Capital LossesVideo lesson
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14Capital Gains Tax Rate 2023, 2022, 2021Video lesson
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15Online 2023 Capital Gains Calculator: How to Use a Simple One with WalkthroughVideo lesson
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16Capital LoosesQuiz
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17Take Advantage of Long-Term Capital Gains: Invest for the Long HaulVideo lesson
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18"Hold onto Investments" Strategy: Time's Your Tax AllyVideo lesson
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19What Is Step-Up in Basis in Estate Planning: Inheritance Shields, Taxes YieldVideo lesson
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20Take Advantage of Primary Residence Exclusion: Home Sweet Tax HavenVideo lesson
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21Owner Financing: Be the Bank, Not the Landlord – Financing Brings GainsVideo lesson
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22Installment Sales: Sell Bit by Bit, Tax Hits Split – A Smart Way to ProfitVideo lesson
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23Tax-Loss Harvesting: Turn Market Setbacks into Tax AdvantagesVideo lesson
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24Itemize Your Expenses to Reduce Capital Gains TaxesVideo lesson
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33Why Choose an Installment Sale?Video lesson
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34What Is an Installment Sale? Real Estate Installment Sales DefinitionVideo lesson
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35Losses And Installment Sale Depreciation RecaptureVideo lesson
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36Determining Gain in an Installment Sale: Mortgage Assumed, Adjusted Basis, etc.Video lesson
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37Use Part I of Form 6252 or Worksheet A from Publication 537Text lesson
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38Opting Out of Installment SaleVideo lesson
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39Tax Reporting: Forms 4797 and 6252 in Installment SalesVideo lesson
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