Ep 146 - Mastering 1031 Exchange • The Tax Surprises

Are you selling an investment property in 2026? Before you list, you need to understand the hidden tax risks inside a 1031 exchange strategy. In this episode of the Mastering 1031 Exchange Series, Judy Casad and Qualified Intermediary Milissa Ormiston-Hall break down these key topics: • Cost segregation explained in plain English • Bonus depreciation and why it can backfire • Depreciation recapture and ordinary income tax • Why breaking even doesn't mean zero tax • Gain vs. equity (and why investors confuse them) • How prior 1031 exchanges lower your cost basis • Where to find your adjusted basis (IRS Form 8824) • The key questions to ask your CPA before selling Many investors assume if they don't walk away with much cash, they won't owe taxes. That assumption can be very expensive. If you own rental property, commercial property, or income-producing real estate, this conversation could protect you from a surprise tax bill. Explore the full Mastering 1031 Exchange Series here: 👉 bit.ly/mastering-1031-exchange Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI], Investment Property Exchange Services, INC  503-367-6701. [email protected]  http://www.ipx1031.com/ormiston   Choose A Category Below To Find Episodes Most Helpful For You THINKING ABOUT SELLING?  Don't list your property until you listen to these episodes: Ep 62 - Life Of Escrow For Sellers The process you can expect from an escrow officer and the tasks provided for a successful closing. Ep 146 – Mastering 1031 Exchange • The Tax Surprises Know the game BEFORE you list to sell. Ep 145 - How Tourism Works In McKenzie River • Weddings, Events & Overnight Stays For investors that choose to hold events, short-term rentals and more… Ep 143 - All About Home Insurance • Union County Oregon Review your policy on an annual basis. What's covered, what's not, and how to make sure your policy actually fits your home and your risks. Helpful for homeowners anywhere! Ep 141 - Do I Need to Stage My Home? • Tips for Faster, Higher-Value Sale First impressions matter. Ep 136 - Create "Luxury Appeal" When Selling Your Home Tips that may push your property above the competition. Ep 75 - Benefits of a Pre-Listing Inspection: A Must Have For Home Sellers Why it's important to be prepared before an offer to close on time. Ep 25 - Pricing Right For The Real Estate Market Key insight into how the real estate market works. These resources will help you position your home for maximum value and a smoother transaction: Track Your Home's Value — Receive a free monthly home report Request a CMA (Comparative Market Analysis) — Understand your home's current market value – neighborhood perspective by your Broker Financial Assistance for Home Improvements — Access funds for pre-sale updates, repaid at closing – Applies with a Windermere Real Estate Broker Support us by sharing this Podcast with your network of friends & family ~ We appreciate and value your comments to bring you information that resonates with you... and help us keep this Podcast alive! About Your Host Judy Casad is a Broker & Luxury Advisor with Windermere Real Estate Lane County, serving clients across Oregon, including Union County and the McKenzie River Corridor. She is also the host of Homeowners Best Real Estate Moves, where she shares practical insights to help buyers, sellers, and investors make confident real estate decisions. Connect with Judy Judy Casad Broker & Luxury Advisor Windermere Real Estate Lane County Licensed in the State of Oregon – Serving McKenzie River Corridor, Union County and beyond 541-968-2400 [email protected]   www.judycasad.com Facebook  Listen on your computer Podcast.JudyCasad.com Tap the Category that resonates with your life today: Home Improvement  Maximize investment, Smart maintenance to-do's Buying To Invest  Get Pre-Approved! What inspectors look for, Property Search Selling Property  Understand value, How to prepare, Financial assistance to maximize value, Escrow process, Value Report Homeowners Best Moves  Bonus episodes about Market Updates, Financial Planning, Senior Adults learn about Downsizing & Financial Assistance and more...