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Partial Exchange

Last post 07-16-2008 9:14 AM by tfolkers. 2 replies.
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  • 07-16-2008 6:15 AM

    Partial Exchange

     I have about 2.8 Mill in capital gains on a property that i held for 7 years. can i invest 1 mill to buy property  and pay taxes on the 1.8 mill?

    Thank you.

    • Post Points: 9
  • 07-16-2008 6:46 AM In reply to

    Re: Partial Exchange

    Hi Mike,

    We need more information in order to answer your question.  What is the estimted sales price of your investment property and what are the estimated closing costs? 

    William L. Exeter
    President and Chief Executive Officer

    EXETER 1031 Exchange Services, LLC
    A Qualified Intermediary (Accommodator) for 1031 Exchanges

    EXETER Fiduciary Services, LLC
    A Private Professional Fiduciary Services Company

    http://www.exeter1031.com
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    • Post Points: 1
  • 07-16-2008 9:14 AM In reply to

    Re: Partial Exchange

    Mike -  Also remember that you will pay tax on the depreciation recapture first and then the balance at the capital gains rate.   Please consult with your CPA to determine the tax.

    Second - if there is any chance that you will want to use part of the $1.8Mill for reinvesting in real estate - this is the time to do so.   Even in the best case if you only had capital gains tax (assuming no state tax) you would have remaining 85% of the $1.8M to reinvest - so your return would have to be greater on the 85% to get the same monthly/annual cash flow compared to reinvesting 100%.

    Good Luck,
     

    Timothy J Folkers, CPA
    Principal
    Folkers, Choi & Associates
    An Accountancy Corporation
    18818 Teller Ave., Suite 109
    Irvine, CA 92612
    (949) 399-1040 ext 126 -Direct
    (949) 399-1041 fax
    Tim@FCA-CPA.com
    www.FCA-CPA.com

    TAX ADVICE DISCLOSURE

    To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.
    • Post Points: 1
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