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Life Choice Econ

Nov 23, 2020
6 min

#4 of 5: What if I’m ready to retire from directly-owned real estate?

Many familiar with 1031 Exchanges are unaware that passive replacement property is a potential alternative to the headaches of outright...

#3 of 5: Am I prepared if my replacement property falls through before deadlines?

Johannes Ernharth AIFA®

Nov 19, 2020
7 min

#3 of 5: Am I prepared if my replacement property falls through before deadlines?

Don’t get caught in a panic if things aren’t going as planned with your 1031.

#2 of 5: Are 1031 Tax Benefits More Important Than Personal Goals?

Johannes Ernharth AIFA®

Oct 29, 2020
7 min

#2 of 5: Are 1031 Tax Benefits More Important Than Personal Goals?

There’s more to life than just minimizing taxes! 1031s may offer flexibility to achieve a blended compromise when sensible. Q #2 of 5...

5 Critical Questions to Answer Before Engaging a 1031 Exchange

Johannes Ernharth AIFA®

Oct 22, 2020
7 min

5 Critical Questions to Answer Before Engaging a 1031 Exchange

1031 Exchanges can be very attractive strategies. But how they are best used, if at all, requires evaluation beyond simple tax advantages.

The Importance of Due Diligence with Delaware Statutory Trust

Johannes Ernharth AIFA®

Oct 10, 2020
5 min

The Importance of Due Diligence with Delaware Statutory Trust

A good DST business partner will maintain a dedicated due diligence department.

Common Uses of Delaware Statutory Trusts in 1031 Exchanges

Johannes Ernharth AIFA®

Sep 23, 2020
3 min

Common Uses of Delaware Statutory Trusts in 1031 Exchanges

DSTs permit Exchangers the potential of achieving the tax benefits of 1031s when exchanged into passively-owned, turnkey investment property

The COVID Replacement-Debt “Boot” Problem

Johannes Ernharth AIFA®

Sep 4, 2020
6 min

The COVID Replacement-Debt “Boot” Problem

Settling debt through a 1031 Exchange can lead to an inadvertent tax problem. But there may be a potential solution! The other day I was...

Maximize Downsize Deferrals in 1031 Exchanges

Johannes Ernharth AIFA®

Aug 26, 2020
5 min

Maximize Downsize Deferrals in 1031 Exchanges

1031 Exchanges don’t always match up dollar-for-dollar, and when that happens, it can result in a taxable event. But is that avoidable?

IRS Declines Further COVID-19 Pandemic Extensions to §1031 Taxpayers

Johannes Ernharth AIFA®

Aug 14, 2020
1 min

IRS Declines Further COVID-19 Pandemic Extensions to §1031 Taxpayers

The IRS confirmed there will be no §1031 Exchange deadline extensions beyond the stated limitations in Notice 2020-23.

U.S. Virgin Islands, 1031 Exchanges – and Delaware Statutory Trusts

Johannes Ernharth AIFA®

Aug 12, 2020
10 min

U.S. Virgin Islands, 1031 Exchanges – and Delaware Statutory Trusts

Though earlier than planned, this was an opportunity to acquire the home that modeled their retirement dreams -- and help their friends.

Missed Opportunity Opens Door to Future Potential

Johannes Ernharth AIFA®

Jul 23, 2020
7 min

Missed Opportunity Opens Door to Future Potential

“So you’re telling me she could have sold through a 1031 Exchange into DSTs, been done with ownership headaches, and not been taxed?"

1031 Exchange Rules: What You Need to Know

DST1031 HQ

Jul 9, 2020
8 min

1031 Exchange Rules: What You Need to Know

Investopedia - July 8, 2020 In real estate, a 1031 exchange is a swap of one investment property for another that allows capital gains...

Johannes Ernharth AIFA®

Jun 30, 2020
4 min

COVID Economy derailed a 1031 Exchange?

DSTs may be the solution to COVID related debt and timing problems for 1031 Exchanges.

Retire from Active Real Estate using a Tax-Friendly Strategy

Johannes Ernharth AIFA®

May 22, 2020
5 min

Retire from Active Real Estate using a Tax-Friendly Strategy

You should be enjoying retirement, not enduring the headaches of owning rental property. DSTs may help solve that problem!

Regret Waiting to Sell that Real Estate Investment Property?

Johannes Ernharth AIFA®

Mar 25, 2020
4 min

Regret Waiting to Sell that Real Estate Investment Property?

If the pandemic crisis is making you wish you’d not delayed your exit, 1031 Delaware Statutory Trusts may be a viable, tax-deferred alt...

Exit Real Estate Investment Debt without Triggering Tax on the Payoff

Johannes Ernharth AIFA®

Feb 27, 2020
6 min

Exit Real Estate Investment Debt without Triggering Tax on the Payoff

As baby boomers age, many who own active investment real estate eventually reach a point where they want to exit the related responsibilitie

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