Tax Smart Real Estate Investors Podcast

260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation

02.13.2024 - By Hall CPAPlay

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In this episode, Ryan and Thomas welcome Tim Wallen, CPA and CEO, along with Rick Reuter, CPA, CGMA, and Controller of MLG Capital, for a deep dive into:

- Tim's journey into real estate with MLG and why now is a pivotal time to invest.

- The challenges investors face when transferring real estate to the next generation and strategies to minimize taxes in the process.

-How funds like MLG's Legacy Fund can minimize income and estate taxes and offer practical solutions to common challenges in tax-deferred investments.

If you liked our previous episodes on 721 exchanges, you'll like this one too!

More from MLG Capital: https://mlgcapital.com/

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