In a 1031 Exchange, “boot” refers to any cash or non-like-kind property received by the taxpayer during the exchange process. Investors that want to avoid taxable income from their exchange should understand the various factors that can result in unplanned boot.

Considering the various DST exit scenarios is crucial for ensuring the investment aligns with long-term financial goals and liquidity needs.

On January 10, 2025, the IRS announced tax relief for taxpayers impacted by wildfires in California. Make sure you understand your options for taking advantage of this disaster relief.

We’re rounding up insightful real estate market forecasts for 2025 from thought leaders and analysts across the industry.

In today’s world, protecting your hard-earned assets is essential for financial security and peace of mind. Join Attorney Craig Redler for this recorded webinar, where he will break down the levels of asset protection planning and explore the proactive steps you can take to safeguard your lifestyle, future plans, and retirement against potential legal threats.

As the end of 2024 draws near, we’re proud to look back on all we accomplished together this year. Read our company’s recap of 2024, what we’re looking forward to in 2025, and personal holiday favorites from our team.

We’re proud to announce that Managing Partner Jamie Furlong has been recognized as one of the Sacramento Business Journal’s prestigious 40 Under 40 honorees for her exceptional leadership, professional success, and deep commitment to her community.

We're excited to announce our membership to the 1031 Capital Solutions Strategic Alliance, a transformative initiative that sets a new standard of excellence across the real estate investment industry by creating a shared platform of cutting-edge technology, advanced tools, and best-in-class teams.

Watch the replay of our interactive, question-and-answer format “Ask the Expert” webinar with Bill Exeter to demystify 1031 Exchange transactions.

Commonly referred to as an Umbrella Partnership Real Estate Investment Trust (UPREIT) transaction or a 721 Exchange, Section 721 of the Internal Revenue Code provides investors who are interested in selling their real estate assets an alternative strategy to defer capital gains taxes on the property sale.

Join Corey Silva, Senior Regional VP, Bluerock Capital Markets as he explores the limitations of Artificial Intelligence in addressing the crucial questions of your financial life in this recorded webinar.

Join us for this recorded estate planning webinar with Sarah Grifferty, Founder & CEO of LooseEnds, which goes beyond the traditional legal aspects of estate planning to delve into the practical and emotional steps needed to ensure your loved ones are well-prepared and supported.

Investors with K-1 partnership gains realized anytime in 2023 may still be eligible to participate in the QOZ Program along with the associated tax benefits until September 11, 2024.

Despite its potential to offer benefits for all kinds of capital gains taxes, the Qualified Opportunity Zone (QOZ) Program is often overlooked by investors.

Join guest speaker Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP as we delve into the important details you should know when you or your client report a tax return with a DST investment in this recorded webinar.

When evaluating replacement properties, you must consider whether you’re interested in managing your new property or if it could require additional capital expenditures in the future. Understanding the various replacement property options and their benefits could be a key component in achieving your goals.

Join one of Legacy's professional partners and Qualified Intermediary, Russell Marsan, as he breaks down the foundational concepts of 1031 Exchanges and the role of a Qualified Intermediary in this recorded webinar.

On March 6th, 2024, the House of Representatives passed the Expanding Access to Capital Act of 2023 (H.R. 2799). Learn more about its provisions and implications.

We’re rounding up insightful real estate market forecasts from thought leaders and analysts across the industry.

In September of 2023, the US House of Representatives introduced the “Opportunity Zones Transparency, Extension and Improvement Act” (H.R. 5761). Understand the highlights of this bipartisan legislation.