10 Year-End Tax Tips Every Real Estate Investor Must Know

The countdown from Thanksgiving to Christmas is a6. Charitable Contributions - Do you love that warm,
magical time of year, but it's also a warning to realfuzzy feeling you get inside when you spread around
estate investors that December 31 - the end of thesome of your hard earned cash - and it's not being
tax year - is almost upon us. If you haven't yet gottencaught by a Washington politician? If that's the case,
your financial house in order you're running out of timegive to your heart's content, while enjoying a sizable
to gather your records and do some last-minuteIRS tax deduction.
planning to minimize your tax burden. The good news7. 1031 Exchange - This money-saving tip can save
is, if you start now, you still have time to save yourselfyou tens of thousands of tax dollars over the course
some money on the tax bill you're going to have toof your real estate investing career. When you sell a
pay in April. Here are 10 great money-saving tax tipsproperty for a profit you would normally get hit with a
that will put a warm smile on your face regardless ofsubstantial capital gains tax. This technique allows you
the temperature outside.to defer your tax penalty indefinitely - until death if you
1. Home Office Deduction - If you're new to real estatelike. Use the 1031 exchange to defer taxes you'd
investing, you may not be aware of this timelessotherwise have to pay. While it's true that "you can't
treasure that the IRS makes available to you. Bytake it with you", why should you take the taxes with
setting up a dedicated workspace in your home, youyou?
can deduct much of the costs of doing business if you8. Charrissa's Mortgage Secret - This technique
work out of your home. In addition, you canseems devious, but it's an entirely legal way to reduce
proportionally write off some of your living expenses,your tax liability. Your mortgage payments are
such as mortgage interest, utilities, and telephoneprobably due on the 1st of the month. By paying them
expenses.a day early, not only can you save a day's interest, but
2. Mileage Deduction - Sky-high gas prices will reallyyou gain the benefit of being able to deduct an extra
save you money at tax time. You'll be able to getmonth of mortgage interest. How much can you save
some of these expenses back, but the standard ratewith this technique? How many properties do you
will vary, depending upon when you were driving forhave?
business. For the half of the year ending June 30, the9. Charrissa's Stalling Technique - If you're planning on
deduction is 50.5 cents per mile. Starting July 1 andselling a property in December you can save your
going to the end of the year, that rate increased tocapital gains liability by delaying the closing until the new
58.5 cents per mile.year. While not as beneficial as the 1031 Exchange, it
3. Educational Expenses - Did you decide you just hadstill allows you to delay paying the tax for a full year.
to pick up that investing course, book, or CD set that10. Early Payment Discount - Will you owe state and
claimed it would put you on Easy Street in no time?local taxes this year? You have two choices: Pay
Good news. It's deductible as long as your purchasethem in January and wait a full year to take your
was designed to expand your business opportunities.deduction - or pay them in December and deduct
4. 401K Conversion - Did you finally decide it was timethem next April.
to fly solo? If you quit your job this year, you canYou may be wondering what to do with some of your
convert that 401K plan that's getting beat up by Walltax savings. That's really your call. You can use it for
Street into a self-directed IRA. Not only will it save youinvesting in another red-hot property or you might put it
money, it will also free up valuable dollars you can useto good use as an extra nice Christmas gift for that
to invest in even more real estate - all with Unclespecial someone in your life, or you might even opt to
Sam's blessing.perform a random act of kindness for someone less
5. Self-employed Health Insurance - One of the biggestfortunate than you. If you play your cards right, you
challenges faced by self-employed real estatemight be able to do all three.
investors is how to pay for health insurance once youWhatever you decide, enjoy doing it. Smile knowing
leave the relatively safe ranks of the employed. Thisthat the money you're spreading around is being
deduction can save you a bundle because insurancespread by you - and not being squandered by your
premiums are very high.Uncle Sam.