#506: Demystifying TAXES for Passive Investors Guide to Real Estate Syndications
Thomas Castelli, CPA, joins us to unravel the tax maze of real estate syndication and fund investments. This comprehensive overview will cover what you need to know as a passive investor, from Form 1065 to K-1 forms, learn how to handle distributions, income and losses. Discover critical tax deadlines, how to keep more of your money at tax time, and how to maximize your tax planning game!
(03:41) Annual Tax Filings
(08:55) Sample K-1 Form
(21:15) When You Receive K-1s
(30:45) Tax Allocation vs Distribution
(32:07) State K-1s
(36:59) Question and Answer
Reach out to Thomas:
thomas.castelli@hallcpallc.com
Thomas Castelli LinkedIn
Looking for a Real Estate Friendly CPA? Check out Hall CPA
Looking for clarity on your taxes with real estate syndicates and funds?Check out the Tax Strategy Foundation for Limited Partners (LPs) Course!
By the end of this course, you will have clarity on syndication and fund tax issues and how to minimize taxes when investing as a limited partner (LP).
Tools & Checklists include:
Bonuses include:
Create your
podcast in
minutes
It is Free