Need suggestion on avoiding Capital Gain Tax . No 1031 exchange

Need suggestion on avoiding Capital Gain Tax . No 1031 exchange

Investor · Los Angeles, CA · Member since 2020 · 154 posts · 32 votes

Selling a house with capital gain tax potential...seeking advice on how to avoid capital gain tax besides a 1031 exchange. 

What have some of you successfully done? Please advise

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  • Lance LvovskyPro Member
    Accountant · Fort Lauderdale, FL · Member since 2013 · 1k+ posts · 753 votes
    5y

    @Sakib J.

    Opportunity zone

  • Financial Advisor · Milwaukee, WI · Member since 2018 · 110 posts · 96 votes
    5y

    Curious, why would you skip a 1031?

  • Investor · USA · Member since 2015 · 168 posts · 243 votes
    5y
    Originally posted by @Sakib J.:

    Selling a house with capital gain tax potential...seeking advice on how to avoid capital gain tax besides a 1031 exchange. 

    What have some of you successfully done? Please advise

    If you do not have long-term stock loss or other property sale loss to offset capital gain, what I did last year were: sold one property with capital gain, then bought another bigger one with cost segregation and bonus depreciation to offset the capital gain, and paid zero tax.   

  • Investor · Los Angeles, CA · Member since 2020 · 154 posts · 32 votes
    5y

    @Jenning Y. Thnx Jenning. Can you message me to share who is your CPA? 

  • Julio GonzalezPro Member
    Specialist · West Palm Beach, FL · Member since 2008 · 4k+ posts · 1k+ votes
    5y

    Hi @Sakib J.! Have you considered a 721 exchange? It would allow you to still invest in real estate, but as a passive investor and would still allow you to defer the capital gains taxes.

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