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Extensions, 1031s & What’s Coming Next
This week's newsletter tackles extensions, exchange timing, partnership tax landmines, and practical strategies to raise and operate capital more efficiently.
Table of Contents
Extension Time
March 15th is almost here. The clocks move forward in a couple of weeks, and spring break is around the corner. This time of year moves fast, and so do your tax deadlines.
As a reminder, if you have a 1065 or an 1120S with a calendar year, meaning your tax year ends on 12 31, your deadline to file is March 15th.
If your work is already here, we are grinding on it. If it is not here and you were our client last year, we have you covered and will file an extension for you. If you are new to the firm, please respond and check with our tax admin, Princess, to make sure you are on our list.
Also, you will not be audited just because you extend. We need time to ensure your return is accurate, and filing an extension gives us until 9 15 to complete it properly.
If you want more information about filing extensions, how to file if you are not filing with us, or if you need help explaining to your investment group why extensions are necessary, we have you covered.
1031 Webinar Recap
Sean Ross of 1031X crushed it for us on Monday talking about 1031s . Did you know you can perform a tax free exchange into a tobacco quota? Neither did I ? Do you even know what a tobacco quota is ? I think that is where you can sell land and buy a massive amount of Marlboro Reds. Not really but 1031 needs to be like kind meaning land for land. But I did learn that you can trade into a “option to buy real estate” . That’s powerful stuff to know. If you missed it, go check it out here -
Upcoming Webinars
We have a lot of content coming down the way for you. If you see anything interesting, sign up and join. If you cant make it live, sign up anyway to catch the recording –

Streamline your capital raising with Customizable Funds – Mon March 9th at 2pm - This session explains how Avestor Customizable Funds help sponsors streamline fundraising by consolidating deals into a flexible, compliant fund structure, featuring insights from co founder and VP of Sales Badri Malynur, who brings over thirty years of investment and fund launch experience.
Foreclosure Tax Surprises – Thursday March 12th at 2pm - Yours truly, me Vince, will translate these complex foreclosure and partnership tax rules into clear, practical guidance so investors understand their risk, avoid costly surprises, and plan proactively before a deal goes sideways.
Making Multifamily Operations more efficient - Join Cortney Castorena of Cortena Advisors to learn how strategic portfolio analysis, centralization, and proper software alignment can improve multifamily performance, reduce costs, and deliver measurable operational efficiencies.
If you are reading this and would like to get in front of our clients and colleagues, and you have something valuable to share with our audience, shoot me an email and let’s chat. We are actively looking for our next round of advisors to present to our multifamily, fund, and high net worth clients.
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