Tax Smart Real Estate Investors Podcast

240. The Top 5 Things Limited Partners Should Know Before Investing in Syndications & Funds


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In this episode, Brandon is joined by Kaylyn Deaver, Partnership Tax Expert, to discuss the five crucial things that limited partners should know before investing in a real estate syndication or fund.
They explore:
- What is depreciation and how does it affect my personal taxes?
- Should I invest in a syndication personally or through an LLC, a retirement account, or a trust?
- Are the distributions I received from the partnership taxable?
- Can I deduct losses against my W-2 income?
- Can I 1031 exchange into a partnership?
If you are a limited partner looking for clarity on syndication and fund tax issues, this is an episode you don’t want to miss.
Enroll in our Tax Strategy Foundation for Limited Partners course:
www.taxsmartinvestors.com/limitedpartners
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @thomascastelli_
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
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Tax Smart Real Estate Investors PodcastBy Hall CPA

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