Created for Property Owners - to maximize your investment - even if you do not plan to sell. Tips on the Buying and Selling process. Learn about homeownership. Senior Transition topics for downsizing and financial support.
Guests offer sound advice and experience.
Episodes are designed to be informative, entertaining and presented in a way to listen in short, easy to understand topics.
"I take furthering education seriously, and enroll in on-going courses to serve you better. I wish you the best financial success on your investment!"
Your Host, Judy Casad Real Estate
Top Producer with Windermere Real Estate | Lane County | Oregon State
Suggestions for topics are welcome!
If you would like to be a Guest on this show Email Judy
FOLLOW in your favorite podcast app!
Feb 1, 2024
Own Real Estate? Planning to sell? Are you familiar with how you can defer capital gain taxes from a 1031 Exchange? Interestingly enough Lots or Land may qualify! We have a Qualified Intermediary as our guest, ready to guide us through the process, provide answers to questions and present many variables that are mysterious and unknown. You’ll be surprised on how you just might qualify for a tax deferral ~
Guest: Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI], Investment Property Exchange Services, INC, 503-367-6701 Milissa.Ormiston@ipx1031.com http://www.ipx1031.com/ormiston
Milissa Ormiston-Hall, a seasoned professional with over 26 years of sales experience, serves as a 1031 Exchange Qualified Intermediary. Her diverse background includes 12 years in corporate business-to-business sales, where she excelled as a regional sales manager for Fortune 500 companies. Additionally, she spent 14 years as a realtor in both Oregon and Washington. In her role as a third-party Qualified Intermediary (QI), Milissa educates and facilitates exchanges to ensure compliance with IRS regulations.
Mastering 1031 Exchange episodes with Milissa for a tax deferral opportunity
Ep 87 - Mastering 1031 Exchange For Real Estate Investors
Ep 90 - Mastering 1031 Exchange • Exit Strategies
Ep 91 - Mastering 1031 Exchange • Short-Term Rental • Duplex Strategies
Ep 93 - Mastering 1031 Exchange • The Reverse Exchange
Ep 95 - Mastering 1031 Exchange • Vacant Land • Farm Strategies
Skip to what you need to know:
Episode Summary
1:34 – Required Qualified Intermediary (QI)
2:27 – Definition Of A 1031 Exchange. Relinquished To Replacement Property
3:28 – Capital Gain Explained
12:13 – “Like-Kind” Explained
13:15 – Land Exchange
14:18 – Real Estate That Qualifies
15:39 – What Doesn’t Qualify
16:25 – Mixed-Use
16:50 – Duplex
17:06 – Primary Residence
19:00, 47:51 – Depreciation Deferral
20:56 – How Many Fail?
21:14, 23:17 – Timeline
22:34 – Prepare Poa And Trusts
24:00 – When It’s Too Late To Apply
25:22 – 45 Day, 180 Day Explained
25:46 – How To Identify Replacement Property
28:48 – 200% Rule - Multiple
31:32 – Cost For QI
34:30 – NIIT, Net Investment Income Tax
36:01 – Process Of Relinquished To Replacement
39:09 – Access To Funds From Sale
41:19 – What Happens To Your Money If You Can't Find A Replacement Property
43:45 – Can I Sell Multiple, And Replace With One? Helpful Tips To Know
49:08 – Portion Of Depreciation Taxed Explained
51:19 – Exit Strategy
52:50 – Estate Planning
53:29 – Estate Taxes
Support us by sharing this Podcast with people you know ~ We appreciate and value your comments to bring you information that resonates with you... and keep this Podcast alive!
Track your home's value and discover ways to leverage your equity. Check out your complimentary Home Digest My clients love it! Check out your complimentary Market Explorer – Watch neighborhoods you are interested in potentially investing in property. Completely free of charge with no obligation!
Don't miss out on other helpful tips for homeownership. Visit the Category that resonates with your life today
- Home Improvement Maximize investment, Smart maintenance to-do's
- Buying To Invest What to look for, Property Search, Get Pre-Approved!
- Selling Property Home or Land, Senior adults downsizing, Value Report
- Homeowners Best Moves Bonus episodes about Financial Planning, Market Updates, Trailers about the show and interviews with Real Estate Brokers.
FOLLOW anywhere you find your favorite Podcast - Search for Homeowners Best Real Estate Moves The show will stay in your Show Library for easy access while traveling
Listen to Audio Player on your computer: click here
Facebook Page Homeowners Best Real Estate Moves
Listen on your computer Podcast.JudyCasad.com
Send me your feedback, questions and topic suggestions. Who knows? You just might be a guest on our next show!
Your Go-To Podcast! Created for Property Owners - to maximize your investment - even if you do not plan to sell. Selling your home tips. Buyers learn many aspects of home ownership and the buying process. Senior adults learn about downsizing and financial support. Guests offer sound advice, tips and experience.
Your Host, Judy Casad Real Estate | ABR, SRES, Top Producer, Certified Negotiator, Member of Multi-Million Dollar Club of Lane County, Affiliated with Windermere Real Estate, Lane County, Licensed to help you Buy or Sell in the State of Oregon. Call Judy to start planning your next move! 541-968-2400 judy@windermere.com - www.judycasad.com
HOMEOWNERS: SHOULD YOU SELL - Anywhere in the United States!
Get a better understanding of your selling position through the 'Should You Sell' feature. Sell at the right time.
There's so much that goes into this decision, whether your market is in demand, how much appreciation you've had in your property over time, and of course the equity position and how much you could be making from the sale of your property…
If you have questions or if you're interested in potentially listing your home, connect with me by giving me a call or text and I’ll be happy to send you an analysis to help you make good decisions.
Smart Moves For Homeowners!
Knowledge is power and potentially saves you money by making smart informed decisions. Explore your personal financial goals by clicking this complimentary Value Explorer today! Completely free of charge with no obligation!
We do not receive any compensation for mentioning or endorsing product or services discussed in the episode. My Brokerage compensation comes to me upon the closing of a sale. By using the Promo Code OWNHOME to start your own show, I do receive a small kick-back and you receive up to 2 months free service with Libsyn. I value your support and your feedback to keep this show continuing to bring You, a wealth of information!
If you are have been thinking about creating your own Podcast show, you can support us by using our unique promo code OWNHOME to get up to 2 months of free podcasting service with Libsyn! Get your show on Apple Podcasts and Spotify -anywhere you want- get critical stats to help you grow, find all the tools and support you need to sound your very best - you can even do video! Really bring your podcast to life with Libsyn. Use our unique Libsyn promo code OWNHOME and get podcasting today!
Click HERE to start!
