Latest / Tax Smart Real Estate Investors Podcast
260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation
In this episode, Ryan and Thomas welcome Tim Wallen, CPA and CEO, along with Rick Reuter, CPA, CGMA, and Controller of MLG Capital, for a deep dive into: - Tim's journey into real estate with MLG and why now is a pivotal time to invest. - The challenges investors face when transferring real estate to the next generation and strategies to minimize taxes in the process. -How funds like MLG's Legacy Fund can minimize income and estate taxes and offer practical solutions to common challenges in tax-deferred investments. If you liked our previous episodes on 721 exchanges, you'll like this one…
The skinny
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