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Deferring Taxes Using 1031 Exchanges

May 14, 2024

Section 1031 allows real estate investors to exchange one investment property for another and defer the payment of capital gains tax. Join us for an informative webinar and panel discussion with two 1031 experts who will:
• Explain how 1031 works and the important deadlines to observe
• Describe the most common types of 1031 exchanges, and
• Review case studies to illustrate how clients can take maximum advantage of this powerful tax management tool.

Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Quorum Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Transcription

How to navigate taxes on a ‘big money event’

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The goal of financial planning is to build and optimize wealth. Too often, we see people worry about their financial wins, like selling a business or cashing out of a

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How contingent fee attorneys can lower their taxes

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Contingent fee attorneys fight hard for their clients, who are often victims of horrible accidents or other tragedies. But when it comes to paying taxes on those contingent fees, however,

Contingent fee attorneys tend to become casualties of the progressive tax system. But they don’t have to be. We talk tax planning for contingent fee attorneys.

Mega backdoor Roths, explained

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For those with excess discretionary income and a flexible workplace retirement plan, there may be a way to nearly triple 401(k) contributions and enjoy the future tax savings of a

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Tax planning at Quorum Private Wealth

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Good tax planning often takes multiple people. That’s part of what makes our approach to tax planning at Quorum unique. Sue Mazzetti explains.

Tax preparation vs. Tax planning

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While tax preparation deals with the logistics of filing your tax returns, tax planning is helps you optimize your taxes both now and in the future.

Make the most out of your charitable contributions

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Donating to charity is about helping organizations and causes you care about. But that doesn’t mean you can’t maximize the gift and help your own finances in the process.

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Donor-advised funds (DAFs) can help you maximize the impact of a charitable gift while also helping you minimize your taxes during a given year.

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Ideally, your financial advisor and accountant are constantly looking for opportunities to lower your tax bill. Sue Mazzetti explains the ins-and-outs of tax planning.

What are qualified charitable distributions?

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you can use your retirement savings to benefit the charities and causes you care about. We explain how qualified charitable contributions (QCDs) work. “

What Is Tax-Loss Harvesting?

November 27, 2023

Tax-loss harvesting involves identifying investments that have lost money on paper (unrealized loss), then selling them to officially book the loss (realized loss). These capital losses can help offset any

We tend to think of losing money on an investment as bad, but capital losses can be a helpful tax-planning tool… if you know how to use them strategically.

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Deferring Taxes Using 1031 Exchanges

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