Avoiding Capital Gains on Real Estate

Avoiding Capital Gains on Real Estate

Florida investment property owners cannot erase federal capital gains, but a properly structured 1031 exchange can defer them. Here is how the mechanics work.
Deferring Depreciation Recapture

Deferring Depreciation Recapture

Depreciation recapture on a Florida rental sale is taxed at up to 25 percent regardless of holding period. A 1031 exchange defers that bill along with the gain.
Estate Planning & Step-Up in Basis

Estate Planning & Step-Up in Basis

Holding Florida investment property through an exchange chain until death can let heirs receive a stepped-up basis, erasing deferred gain. Here is how it works.
Exchanging for Retirement Income

Exchanging for Retirement Income

Owners nearing retirement can exchange appreciated Florida property for assets built around steadier income, without recognizing the gain built up over years.
Exchanging Inherited Property

Exchanging Inherited Property

Heirs of a Florida rental property already receive a stepped-up basis at death. Here is when a 1031 exchange still matters after inheriting real estate.
1031 Exchange in Divorce

1031 Exchange in Divorce

Splitting jointly owned Florida investment property in a divorce raises different tax questions depending on whether the property is transferred or sold.
Relocating Your Investment

Relocating Your Investment

Owners moving to or from Florida can exchange a distant rental for one closer to home. Like-kind property does not need to sit in the same state.
Retiring From Active Management

Retiring From Active Management

Owners tired of managing Florida rental property directly can exchange into passive structures without paying tax on the gain built up over years of ownership.
Upgrading Property

Upgrading Property

Trading a Florida rental for a larger or newer replacement through a 1031 exchange preserves full capital for the upgrade, but the value and debt math must work.
Consolidating a Portfolio

Consolidating a Portfolio

Owners of several small Florida rentals can exchange multiple properties into one larger asset. Here is how the timing and identification rules apply.

Primary Residence Situations

Explore primary residence situations for West Palm Beach investors, organized around clear decisions, documented deadlines, and a practical path to closing.

Plan with clarity

Primary Residence Situations

Avoiding Capital Gains on Real Estate

Avoiding Capital Gains on Real Estate

Florida investment property owners cannot erase federal capital gains, but a properly structured 1031 exchange can defer them. Here is how the.

Explore
Deferring Depreciation Recapture

Deferring Depreciation Recapture

Depreciation recapture on a Florida rental sale is taxed at up to 25 percent regardless of holding period. A 1031 exchange defers that bill.

Explore
Estate Planning & Step-Up in Basis

Estate Planning & Step-Up in Basis

Holding Florida investment property through an exchange chain until death can let heirs receive a stepped-up basis, erasing deferred gain. Here.

Explore
Exchanging for Retirement Income

Exchanging for Retirement Income

Owners nearing retirement can exchange appreciated Florida property for assets built around steadier income, without recognizing the gain built.

Explore
Exchanging Inherited Property

Exchanging Inherited Property

Heirs of a Florida rental property already receive a stepped-up basis at death. Here is when a 1031 exchange still matters after inheriting real.

Explore
1031 Exchange in Divorce

1031 Exchange in Divorce

Splitting jointly owned Florida investment property in a divorce raises different tax questions depending on whether the property is transferred.

Explore
Relocating Your Investment

Relocating Your Investment

Owners moving to or from Florida can exchange a distant rental for one closer to home. Like-kind property does not need to sit in the same state.

Explore
Retiring From Active Management

Retiring From Active Management

Owners tired of managing Florida rental property directly can exchange into passive structures without paying tax on the gain built up over.

Explore
Upgrading Property

Upgrading Property

Trading a Florida rental for a larger or newer replacement through a 1031 exchange preserves full capital for the upgrade, but the value and.

Explore
Consolidating a Portfolio

Consolidating a Portfolio

Owners of several small Florida rentals can exchange multiple properties into one larger asset. Here is how the timing and identification rules.

Explore

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