Advanced Tax Strategies for Real Estate Investors

This chapter explores intricate tax strategies for real estate investors, focusing on passive income and losses, depreciation, and the implications of the Qualified Business Income deduction. It introduces unconventional methods such as the stepped-up basis at death and the use of Charitable Remainder Trusts for tax savings and income generation. The importance of proactive financial planning and continuous education in navigating these strategies is emphasized for optimizing wealth transfer and reducing tax liabilities.