Category: Tax Strategies

Are You a Good Candidate for the STR Loophole Tax Strategy?

Want to lower your tax bill legally using real estate? In this video, we break down the Short-Term Rental (STR) tax strategy—often called the “STR loophole”—in plain English. You’ll learn:
• What the STR tax strategy actually is and how it works under current U.S. tax rules
• Who this strategy is best suited for (and who should probably avoid it)
• Common mistakes and pitfalls that can cause the strategy to backfire, trigger audits, or eliminate the tax benefits
This strategy can be powerful, but it’s not a shortcut and not for everyone. We’ll walk through the risks, compliance requirements, and why proper planning and documentation matter if you want to use it safely. ⚠️ Important: This video is for educational purposes only and is not tax or legal advice. Always consult a qualified CPA or tax professional before implementing any tax strategy.

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Doing the Math – Traditional vs. Roth 401(k) Contributions

We’re doing lots of math in this video to help you decide whether it makes sense to do traditional 401(k) contributions or Roth 401(k) contributions if that’s an option for you. This video is great for early to mid-career people deciding what to do in their 401(k)’s and is also great for you to share with adult children who are early in their careers. Bottom line – it often makes sense to contribute in both ways to your 401(k); however, your unique circumstances and goals may have you leaning heavily in one direction or the other!

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The Slow Motion 1031 Exchange

This video talks about what I call the Slow Motion 1031 Exchange. This complex tax planning topic is great if you 1.) have properties that you want or need to sell, 2.) want to defer capital gains taxes 3.) don’t love any deals right now as part of a potential 1031 Exchange and 4.) want to leave your options open in future years to be able to do a 1031 Exchange and buy a new property when you can potentially find a better deal!

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