
Sign up to save your podcasts
Or
Join hosts Chris Picciurro, CPA, and John Tripolsky as they welcome back Scott Saunders, Senior Vice President at Asset Preservation Inc., to unpack how the One Big Beautiful Bill Act (OB3) impacts real estate investors.
From 1031 exchanges and opportunity zones to bonus depreciation and estate tax updates, this episode dives deep into tax strategies that savvy investors can leverage immediately. If you’re in real estate—or advising clients who are—you won’t want to miss this breakdown of how OB3 brings long-term certainty and powerful new planning tools.
What You’ll Learn:
• Why OB3 is a major win for real estate investors
• How 1031 exchanges and carried interest survived untouched
• What the new $30M estate tax threshold means for your legacy
• How to stack bonus depreciation with 1031s
• The ongoing benefits of opportunity zones
Key Insights:
Scott explains how OB3 not only protects powerful real estate tools but also expands them. From permanent bonus depreciation to increased SALT deductions and renewed work-related income deductions, this bill sets the stage for years of opportunity in property investing.
Guest Spotlight:
Scott Saunders is a nationally recognized expert on 1031 exchanges and real estate tax strategies. As Senior Vice President of Asset Preservation Inc., he works with real estate professionals, investors, and lawmakers to shape smart policy and education around property taxation.
Practical Takeaways:
• Use 1031s to defer gains—and now pair them with permanent bonus depreciation
• Plan for generational wealth transfer under the new $30M estate tax limit
• Stack Opportunity Zones with other strategies for ultimate tax efficiency
• Real estate investments just got easier to plan—leverage the power of OB3
Resources:
• Teaching Tax Flow
• Asset Preservation Inc.
• Teaching Tax Flow YouTube Channel
• Join the community: DefeatingTaxes.com
Episode Sponsor:
Sunsets & Dinks Pickleball Apparel
Score 15% off at teachingtaxflow.com/pickleball with code TTF15
4.8
1717 ratings
Join hosts Chris Picciurro, CPA, and John Tripolsky as they welcome back Scott Saunders, Senior Vice President at Asset Preservation Inc., to unpack how the One Big Beautiful Bill Act (OB3) impacts real estate investors.
From 1031 exchanges and opportunity zones to bonus depreciation and estate tax updates, this episode dives deep into tax strategies that savvy investors can leverage immediately. If you’re in real estate—or advising clients who are—you won’t want to miss this breakdown of how OB3 brings long-term certainty and powerful new planning tools.
What You’ll Learn:
• Why OB3 is a major win for real estate investors
• How 1031 exchanges and carried interest survived untouched
• What the new $30M estate tax threshold means for your legacy
• How to stack bonus depreciation with 1031s
• The ongoing benefits of opportunity zones
Key Insights:
Scott explains how OB3 not only protects powerful real estate tools but also expands them. From permanent bonus depreciation to increased SALT deductions and renewed work-related income deductions, this bill sets the stage for years of opportunity in property investing.
Guest Spotlight:
Scott Saunders is a nationally recognized expert on 1031 exchanges and real estate tax strategies. As Senior Vice President of Asset Preservation Inc., he works with real estate professionals, investors, and lawmakers to shape smart policy and education around property taxation.
Practical Takeaways:
• Use 1031s to defer gains—and now pair them with permanent bonus depreciation
• Plan for generational wealth transfer under the new $30M estate tax limit
• Stack Opportunity Zones with other strategies for ultimate tax efficiency
• Real estate investments just got easier to plan—leverage the power of OB3
Resources:
• Teaching Tax Flow
• Asset Preservation Inc.
• Teaching Tax Flow YouTube Channel
• Join the community: DefeatingTaxes.com
Episode Sponsor:
Sunsets & Dinks Pickleball Apparel
Score 15% off at teachingtaxflow.com/pickleball with code TTF15
3,194 Listeners
5,395 Listeners
786 Listeners
16,781 Listeners
1,880 Listeners
591 Listeners
415 Listeners
89 Listeners
3,071 Listeners
518 Listeners
249 Listeners
1,836 Listeners
14 Listeners
445 Listeners
689 Listeners