The Tax Exit Playbook for Tired Landlords

Things your attorney & CPA know, but may not have told you about.

  • You've got a tax problem ... you're not about to hand the IRS a third of what you've built, even though you're tired and your wife doesn't want you on the roof anymore
  • A sale over time is one of the wisest tax strategies available, but is poorly understood except by those lucky enough to have known about it all along... those people plan their retirement around it
  • It's like creating your own real estate 'annuity' instead of buying the annuities your financial advisor wants to sell you with what's left after a cash sale
  • Yes, you could do a 1031 Exchange, but that's just trading one headache for another
  • You want to leave your kids a great inheritance, but let's face it... they don't want your rentals. But effortless cash flow? Now we're talkin'