Tax Smart Real Estate Investors Podcast

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

09.26.2023 - By Hall CPAPlay

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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.

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