As they attend an Executive Retreat in Maui, Toby Mathis and Michael Bowman of Anderson Advisors help you watch out for sharks, especially when it comes to taxes. Do you have a tax question? Submit it to taxtuesday@andersonadvisors.

Highlights/Topics: 

• Can I take advantage of business deductions, if I don’t directly own rental properties, but invest in real estate as a limited partner in syndications and funds that generate K-1s? No; have one entity for investments and one entity to manage investments entity 

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Go to iTunes to leave a review of the Tax Tuesday podcast. 

Resources:

U.S. Government Accountability Office (GAO)

501(c)(3)

Passive Activity Losses - Section 469

Airbnb

Cost Segregation Tax Breaks!

1031 Exchange

Opportunity Zones FAQ

Opportunity Zone Heat Map

K-1

Section 280A Deduction

HUD

Real Estate Professional Requirements

Roth IRAs

Tax Cuts and Jobs Act (TCJA)

Schedule A

Depreciation Recapture

Bonus Depreciation

Capital Gains Exclusion/Section 121

Schedule E

Form 5500

Form 4797

Health Savings Account (HSA)

Form 1065

Types of Trusts

Form 2553

Section 1231 Property

Toby Mathis

Michael Bowman

Anderson Advisors’ Executive Retreat

Anderson Advisors

Anderson Advisors Tax and Asset Protection Event

Tax-Wise Workshop

Tax-Wise 2019 3-in-1 Offer/2fer Tuesday Bulletproof

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