Like Kind Exchanges: Capital Gains versus Ordinary Income


Stephen Robison J.D. LL.M. - Strategic Property Exchanges, LLC
January 3, 2008  

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When clients engage in a Section 1031 exchange, they often can defer capital gain taxes on the sale of investment real estate at a rate of 15% (federal tax) plus state tax. If the client has depreciation on the property sold, then the client’s tax rates are higher based on the type and amount of depreciation taken. One recent planning technique, which is causing commotion in real estate circles is the use of a self-directed IRA or self-directed Roth IRA to hold real estate properties in an attempt to defer taxes on the sale of the investment property.
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