Implement tax-advantaged trust strategies under today’s tax laws.

  • Tax reform created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers.
  • The creation of section 199A brought a new, advantageous deduction to those in the real estate business.
  • From a strategic planning perspective, real estate investors, owners, and developers may want to consider targeted trust strategies.

Much has been written about the sweeping tax law changes that took effect through the 2017 Tax Cuts and Job Act (the Act). High-net-worth taxpayers and business owners alike are faced with not only myriad changes, but also many planning opportunities. For real estate investors, owners, and developers, the impacts are significant.

First, let’s take a look at the effects of the tax law changes and then we’ll explore some specific strategic planning opportunities using trusts.

Please see important disclosures at the end of the article.

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