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Chris Lopez - Denver Investment Broker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chris Lopez - Denver Investment Broker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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#506: Demystifying TAXES for Passive Investors Guide to Real Estate Syndications

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Manage episode 416957942 series 1509138
Chris Lopez - Denver Investment Broker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chris Lopez - Denver Investment Broker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Thomas Castelli, CPA, joins us to unravel the tax maze of real estate syndication and fund investments. This comprehensive overview will cover what you need to know as a passive investor, from Form 1065 to K-1 forms, learn how to handle distributions, income and losses. Discover critical tax deadlines, how to keep more of your money at tax time, and how to maximize your tax planning game!

(03:41) Annual Tax Filings
(08:55) Sample K-1 Form
(21:15) When You Receive K-1s
(30:45) Tax Allocation vs Distribution
(32:07) State K-1s
(36:59) Question and Answer

Links from the podcast:

Reach out to Thomas:

thomas.castelli@hallcpallc.com

Thomas Castelli LinkedIn

Looking for a Real Estate Friendly CPA? Check out Hall CPA

Looking for clarity on your taxes with real estate syndicates and funds?

Check out the Tax Strategy Foundation for Limited Partners (LPs) Course!

By the end of this course, you will have clarity on syndication and fund tax issues and how to minimize taxes when investing as a limited partner (LP).

Tools & Checklists include:

  • 5 Things LPs Should Know When Investing in a Real Estate Syndication & Funds
  • ​Commonly Asked Questions by Limited Partners
  • How to Interpret Schedule K-1

Bonuses include:

  • ​​Accredited vs. Nonaccredited Investors
  • ​Can LPs 1031 exchange into real estate syndicates and funds?
  • ​An interview with Jim Pfiefer from Left Field Investors on how to evaluate syndication opportunities

Enroll Now!

  continue reading

304 에피소드

Artwork
icon공유
 
Manage episode 416957942 series 1509138
Chris Lopez - Denver Investment Broker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chris Lopez - Denver Investment Broker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Thomas Castelli, CPA, joins us to unravel the tax maze of real estate syndication and fund investments. This comprehensive overview will cover what you need to know as a passive investor, from Form 1065 to K-1 forms, learn how to handle distributions, income and losses. Discover critical tax deadlines, how to keep more of your money at tax time, and how to maximize your tax planning game!

(03:41) Annual Tax Filings
(08:55) Sample K-1 Form
(21:15) When You Receive K-1s
(30:45) Tax Allocation vs Distribution
(32:07) State K-1s
(36:59) Question and Answer

Links from the podcast:

Reach out to Thomas:

thomas.castelli@hallcpallc.com

Thomas Castelli LinkedIn

Looking for a Real Estate Friendly CPA? Check out Hall CPA

Looking for clarity on your taxes with real estate syndicates and funds?

Check out the Tax Strategy Foundation for Limited Partners (LPs) Course!

By the end of this course, you will have clarity on syndication and fund tax issues and how to minimize taxes when investing as a limited partner (LP).

Tools & Checklists include:

  • 5 Things LPs Should Know When Investing in a Real Estate Syndication & Funds
  • ​Commonly Asked Questions by Limited Partners
  • How to Interpret Schedule K-1

Bonuses include:

  • ​​Accredited vs. Nonaccredited Investors
  • ​Can LPs 1031 exchange into real estate syndicates and funds?
  • ​An interview with Jim Pfiefer from Left Field Investors on how to evaluate syndication opportunities

Enroll Now!

  continue reading

304 에피소드

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