Thomas Castelli, CPA, joins us to unravel the tax maze of real estate syndication and fund investments. This comprehensive overview will cover what you need to know as a passive investor, from Form 1065 to K-1 forms, learn how to handle distributions, income and losses. Discover critical tax deadlines, how to keep more of your money at tax time, and how to maximize your tax planning game!

(03:41) Annual Tax Filings
(08:55) Sample K-1 Form
(21:15) When You Receive K-1s
(30:45) Tax Allocation vs Distribution
(32:07) State K-1s
(36:59) Question and Answer

Reach out to Thomas:

thomas.castelli@hallcpallc.com

Thomas Castelli LinkedIn

Looking for a Real Estate Friendly CPA? Check out Hall CPA

Check out the Tax Strategy Foundation for Limited Partners (LPs) Course!

By the end of this course, you will have clarity on syndication and fund tax issues and how to minimize taxes when investing as a limited partner (LP).

Tools & Checklists include:

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• 5 Things LPs Should Know When Investing in a Real Estate Syndication & Funds
  
• ​Commonly Asked Questions by Limited Partners 
  
• How to Interpret Schedule K-1  
  

Bonuses include:

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• ​​Accredited vs. Nonaccredited Investors
  
• ​Can LPs 1031 exchange into real estate syndicates and funds?
  
• ​An interview with Jim Pfiefer from Left Field Investors on how to evaluate syndication opportunities