2343: Long-Term Strategies for Ultimate Tax Deferral: Understanding Depreciation, Cost Segregation and Mastering 1031 Exchanges with Jack Evans

Jason addresses investors, first focusing on personal finance issues like taxes then discusses the current state and future of the housing market. He shares optimistic news regarding Federal Reserve rate cuts and the resulting positive impact on housing demand, predicting a surge in potential buyers and subsequent bidding wars due to low inventory. Furthermore, Jason presents data suggesting that existing homeowners are not in distress, indicating that a housing crash is unlikely, and notes that institutional investors are actively acquiring properties. Jason concludes by promoting an upcoming investor JHU event, property tour, and educational session focusing on real estate opportunities, including co-living, and invites listeners to join his Wednesday Masterclass.

Jason welcomes Jack Evans, an enrolled agent and founder of Jack's Tax, to discuss tax strategies for real estate investors and the differences between CPAs and enrolled agents. Jack explains that enrolled agents are federally licensed tax professionals who focus on tax law, unlike CPAs who are state-licensed and perform business audits. He argues that enrolled agents may know tax law better than CPAs since they are not distracted by business operations.

https://www.jax-tax.com/

#JackEvans #JacksTax #EnrolledAgent #CPA #TaxLaw #TaxCode #RealEstate #RealEstateInvesting #CreatingWealth #Taxes #Depreciation #TaxBenefits #TaxDeduction #LongTermRentals #ShortTermRentals #PassiveIncome #ActiveIncome #CommercialRealEstate #CostSegregation #CostSeg #DepreciationRecapture #CapitalGains #1031Exchange #TaxDeferral #SteppedUpBasis #RefiTillYouDie #CashOutRefi #DST #DelawareStatutoryTrust #OpportunityZones #IRS #TaxStrategies #NonCashWriteOff #Form8582 #BuyAndHold #MaterialParticipation

Key Takeaways:

Jason's editorial

0:00 What is your biggest leak

2:00 Rate cuts!

4:27 I got some personal news

5:22 Chart: Owner RE occupied assets & liabilities

7:44 Institutional investors are buying properties

8:42 Join us at the JHU event JasonHartman.com.Phoenix

10:31 Check our Ai Bot JasonHartman.com/Ai

11:37 Join our Wednesday Masterclasses every second Wednesday of each month JasonHartman.com/Wednesday

 

Jack Evans interview 

12:31 Difference between CPAs and EAs

14:15 Meet Jack, depreciation and passive income

20:27 Cost seg studies

23:57 Long term depreciation analysis

28:00 10:31 Exchange benefits

29:35 Beautiful things about real estate and the DST

30:50 Jack's Tips to living the dream

 

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