Selling an investment property without a strategy can mean handing over 15 to 20 percent of your gain to the IRS, before depreciation recapture even enters the picture. This free guide walks you through how a 1031 exchange defers that tax, how the now-permanent 100% bonus depreciation rule works, and what your options look like if you sell outright.
Because I hold both a real estate license and I'm trained in tax preparation, this isn't a generic investor checklist. It reflects how taxes and real estate actually interact for investors buying and selling in Lake, Porter, and LaPorte Counties.
What's inside
How a 1031 exchange defers capital gains tax
The 45-day and 180-day exchange deadlines
100% bonus depreciation and cost segregation, now permanent
What you owe if you sell without a 1031 exchange
Six questions to answer before you buy or sell