How Can I Benefit from 税收优惠的投资?
For many people, tax-advantaged investing is an excellent way to reduce their income tax liability. And while many of the traditional tax-advantaged strategies have been eliminated, there are still alternatives left that can help you reduce your taxes. 下面描述了一些.
房地产合作
Two of the most common types of real estate partnerships are low-income housing and historic rehabilitation. The federal government grants tax credits to those who construct or rehabilitate low-income housing or who invest in the rehabilitation or preservation of historic structures.
Participating in a real estate partnership has many advantages. These partnerships may provide opportunities for tax-advantaged income and long-term capital appreciation.
The tax credits generated by these partnerships can be used to offset your income tax liability on a dollar-for-dollar basis. This can make them much more valuable than tax deductions, which help reduce your taxable income, 而不是你交的税. These credits are subject to certain limitations, and the rehabilitation tax credit begins to phase out for married taxpayers filing jointly with adjusted gross income (AGI) greater than $200,000 ($100,（如已婚，分别申请） and is completely phased out when AGI reaches $250,000 ($125,（如已婚，分别申请）.
油气合作伙伴关系
Energy partnerships can provide shelter through tax deductions taken at the partnership level. These include deductions for intangible drilling costs, depreciation, and depletion. The deductions may be limited; check with a tax professional to see whether you could benefit from oil and gas partnerships.
适用性
There are risks associated with investing in partnerships. Key among these is that they are long-term 投资s with an indefinite holding period and no, 或者非常有限, 流动性. There is typically no current market for the units/shares, and a future market may or may not be available. If a market becomes available, it may result in a deep discount from the original price. At redemption, the investor may receive back less than the original 投资. The 投资 sponsor is responsible for carrying out the business plan, and thus the success or failure of the venture is dependent on the 投资 sponsor. There are no assurances that the stated 投资 objectives will be reached. This type of 投资 is considered speculative. You want to ensure that the 投资 is not disproportionate in relation to your overall portfolio and that it is consistent with your 投资 objectives and overall financial situation. 为了投资, you will need to meet specific income and net worth suitability standards, 因州而异.
这些标准, along with the risks and other information concerning the partnership, 在招股章程中有什么规定, which can be obtained from your financial professional. Please consider the 投资 objectives, risks, charges, and expenses carefully before investing. Be sure to read the prospectus carefully before deciding whether to invest.
There are inherent risks associated with real estate 投资s and the real estate industry, each of which could have an adverse effect on the financial performance and value of a real estate 投资. Some of these risks include: a deterioration in national, 区域, and local economies; tenant defaults; local real estate conditions, 如供过于求, 或者说是澳门威尼斯人的减少, rental space; property mismanagement; changes in operating costs and expenses, 包括增加保险费用, 能源价格, 房地产税, 以及遵守法律的成本, 规定, 以及政府政策. Real estate 投资s may not be appropriate for all investors.
The alternative minimum tax is another concern. Make sure to consult a tax professional to evaluate your exposure to the AMT.
As long as they are suitable for your situation, these tax-advantaged investing strategies could be used to help reduce your income tax liability.
The information in this newsletter is not intended as tax, 法律, 投资, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek guidance from an independent tax or 法律 professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2024 Broadridge Financial Solutions, Inc.