Category Archives: 2014 Articles

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The Art of the 1031 Exchange/2014

Tax Deferred Exchange Primer

A Quick Guideline to the Art of the 1031 Exchange/2014

by Annette Cooper, Senior Real Estate Advisor, Keegan Coppin/ONCOR International

The New Year is a good time to re-visit the recent developments in the Capital Gains rates that were established in 2013. In essence; as predicted for years, the Federal Capital Gains Rate is “inching up” for high net worth investors from 15% to 20% and the State is adding another 3.8% from its current rate of 9.3%. These dubious factors (income levels, health care insurance costs, and mental health costs) that loom large in the background are positioned to accelerate capital gains ratios upwards to over 35%. This is a big shift from the old standard “rule of thumb” that was approximately 25%, and there is more reason than ever to re-visit the 1031 Exchange Option that is alive and well.

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Forecast 2014

Interest Rates and Beyond

by Annette Cooper, Senior Real Estate Advisor, Keegan Coppin/ONCOR International

Happy New Year to all, and I trust that 2013 contained a “healthy dose” of upside to most of Northern California economy. Certainly the Residential Market continued its climb with consistent momentum, and we witnessed the biggest shift in residential development land sales in over 5 years; all bellwether signs of a new economic dawn. It’s safe to say the tide has turned and we look forward to similar economic momentum in the new year of 2014.

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