Ep 146 - Mastering 1031 Exchange • The Tax Surprises

Are you selling an investment property in 2026? Before you list, you need to understand the hidden tax risks inside a 1031 exchange strategy. In this episode of the Mastering 1031 Exchange Series, Judy Casad and Qualified Intermediary Milissa Ormiston-Hall break down these key topics: • Cost segregation explained in plain English • Bonus depreciation and why it can backfire • Depreciation recapture and ordinary income tax • Why breaking even doesn't mean zero tax • Gain vs. equity (and why investors confuse them) • How prior 1031 exchanges lower your cost basis • Where to find your adjusted basis (IRS Form 8824) • The key questions to ask your CPA before selling Many investors assume if they don't walk away with much cash, they won't owe taxes. That assumption can be very expensive. If you own rental property, commercial property, or income-producing real estate, this conversation could protect you from a surprise tax bill. Explore the full Mastering 1031 Exchange Series here: 👉 bit.ly/mastering-1031-exchange Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI], Investment Property Exchange Services, INC 503-367-6701. [e-mail] http://www.ipx1031.com/ormiston HELP US SPREAD THE WORD!! If you loved this episode, kindly leave us a Review - FOLLOW this show and Share it on Social ! It would mean the world 🤩 Facebook Listen on your computer Podcast.JudyCasad.com Tap the Category that resonates with your life today Home Improvement Maximize investment, Smart maintenance to-do'sBuying To Invest What to look for, Get Pre-Approved!Selling Property Home or Land, Senior adults downsizing - Financial AssistanceHomeowners Best Moves Bonus episodes about Financial Planning, Market Updates, Trailers about the show and interviews with Real Estate Brokers. Support us by sharing this Podcast with your network of friends & family ~ We appreciate and value your comments to bring you information that resonates with you... and help us keep this Podcast alive! Track The Value Of Your Home - Get a Free Monthy Home Report - Request a CMA - Update Your Home Improvements Your Host, Judy Casad, Broker and Luxury Advisor | ABR, SRES, Certified Negotiator, Top Producer with Windermere Real Estate/Lane County - Serving Lane County and Union County -- Licensed to help you Buy or Sell in the State of Oregon Call Judy to start planning your next move! 541-968-2400 [e-mail] - www.judycasad.com