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.

With 2023 at a close, there is no better time to look back on the past year to celebrate all we’ve accomplished together. Read our company’s recap of 2023, what we’re looking forward to in 2024, and personal years-in-review from our team.

Many of the passive real estate investment strategies offered with Legacy are not available to the general public and require you to be an accredited investor. Here are the requirements to qualify for this classification.

While the concept of investing in real estate is nothing new, many investors are still unaware that their options for real estate investments extend beyond the purchase and management of physical properties.

The U.S. House of Representatives recently passed the Equal Opportunity for All Investors Act of 2023, which would allow U.S. investors an alternative route to participate in private markets and help more people enjoy the benefits of passive real estate investing.

Capital gains tax can’t be avoided when selling farmland, but by utilizing these strategies it is possible to defer or reduce the amount of taxes owed.

A successful exchange doesn’t have to be confusing or stressful. Here are ten basic steps to complete a 1031 Exchange.

The strict requirements of a 1031 Exchange only add to the complexity of the process. Here are the five critical rules for a successful 1031 Exchange.

Many investors forgo the successful completion of their 1031 Exchange by making these avoidable mistakes.

The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.

Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.

The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.

The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.