Tax Smart Real Estate Investors Podcast

231. The Inside Scoop: A General & Limited Partner's Guide to Syndication & Fund Taxes

07.25.2023 - By Hall CPAPlay

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In this episode, Thomas is joined by Dylan Brown, Senior Tax Associate on our private equity team, to discuss syndication and fund tax issues for general & limited partners.

During the conversation, they discuss:

- How general partners are taxed on fees and promotes - plus strategies to minimize taxes on these sources.

- Does it make sense to take on 1031 exchange capital as a syndicator?

- Allocating depreciation to partners in other ways other than a percentage of ownership

- Can LP losses offset active income?, investing via SDIRAs, and more!

Follow Dylan Brown on LinkedIn:

https://www.linkedin.com/in/dylanbrowncpa/

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