EP 111 - Tax Planning for Pivoting OUT of Real Estate

The Mark Perlberg CPA Podcast

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15d ago 21:34

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The dream of mailbox money through real estate investing often collides with the reality of demanding property management, leading many investors to seek alternative wealth-building paths while maintaining tax advantages.
• Hire property managers to maintain real estate professional tax status benefits while reducing workload
• Invest in real estate syndications as limited partners to leverage expert deals without active management
• Consider oil and gas investments for truly passive income with 70-90% first-year write-offs
• Explore Delaware Statutory Trusts and Qualified Opportunity Zone funds for passive 1031 exchange options
• Evaluate solar panel investments on properties for both tax credits and long-term energy cost savings
• Return focus to your primary business with retirement, healthcare, and charitable tax strategies
If you want to learn more about how these concepts may apply to your situation, go to prospercpa.com/apply for a free opportunity report or visit taxplanningchecklist.com to get started with strategic wealth building and tax reduction.
PS. Whenever you're ready, here are some ways we can help with reducing your taxes...

Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game...

Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com

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Chapters

1. Real Estate Reality Check (00:00:00)

2. Pivoting to Passive Investing Options (00:04:15)

3. Oil and Gas Investment Advantages (00:08:30)

4. Exit Strategies and Trust Vehicles (00:14:05)

5. Alternative Tax Reduction Strategies (00:17:50)

6. Solar Panel Investment Opportunities (00:21:15)

113 episodes

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