Tax Smart Real Estate Investors Podcast

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


Listen Later

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.
Enroll in our Tax Strategy Foundation for Limited Partners course:
www.taxsmartinvestors.com/limitedpartners
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @thomascastelli_
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
...more
View all episodesView all episodes
Download on the App Store

Tax Smart Real Estate Investors PodcastBy Hall CPA

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

400 ratings


More shows like Tax Smart Real Estate Investors Podcast

View all
The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

708 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,808 Listeners

Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Wealth Show: Real Estate Investing Podcast

399 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

993 Listeners

Rental Income Podcast With Dan Lane by Rental Income Podcast

Rental Income Podcast With Dan Lane

826 Listeners

Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

Passive Real Estate Investing

983 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

585 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

517 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

715 Listeners

Real Estate Rookie by BiggerPockets

Real Estate Rookie

1,838 Listeners

BiggerPockets Daily by BiggerPockets

BiggerPockets Daily

327 Listeners

The Short Term Show by 8 Figure Airbnb and Short Term Rental Real Estate Investor Avery Carl

The Short Term Show

438 Listeners

On The Market by BiggerPockets

On The Market

895 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

836 Listeners

The David Greene Show by David Greene

The David Greene Show

678 Listeners