Blog - David O'Neil

Real Estate

Sell Your Home with Confidence

Organize: First impressions matter, so take the time to clean, declutter, and stage your home before showing it to potential buyers. If this feels like an overwhelming task let me see if there are ways that I can help. Renovate: Repairing minor issues can greatly improve the appeal of your property and attract more buyers. […]
Real Estate

Tired of Managing Rentals?

I don’t know about you, but for me managing rental properties is a real pain. That’s why as a 1031 Exchange professional, I was so pleased to learn about Deferred Sales Trusts. These trusts eliminate the need to purchase more investment real estate during a 1031 Exchange, and allow us to invest in other ways […]
Real Estate

Your Home at its Best

Would you like to have your home redecorated with your own things to help it sell faster? Sometimes a home can have trouble selling for things that seem unimportant to homeowners. A sofa blocking the flow into a room, beds not stylized, and artwork placed poorly may seem like small details. However, these details can […]
Real Estate

Is the IRS Patient?

It seems counter intuitive to think that the IRS wants to offer people the opportunity to reinvest capital gains in Deferred Sales Trusts that allow them to receive income off their gain without first paying the tax. However, if we look at it another way, we see how allowing this process ultimately creates more income […]

Real Estate Sell Your Home with Confidence Organize: First impressions matter, so take the time to clean, declutter, and stage your home before showing it to potential buyers. If this feels like an overwhelming task let me see if there are ways that I can help. Renovate: Repairing minor issues can greatly improve the appeal of your property and attract more buyers. […]

Real Estate Tired of Managing Rentals? I don’t know about you, but for me managing rental properties is a real pain. That’s why as a 1031 Exchange professional, I was so pleased to learn about Deferred Sales Trusts. These trusts eliminate the need to purchase more investment real estate during a 1031 Exchange, and allow us to invest in other ways […]

Real Estate Your Home at its Best Would you like to have your home redecorated with your own things to help it sell faster? Sometimes a home can have trouble selling for things that seem unimportant to homeowners. A sofa blocking the flow into a room, beds not stylized, and artwork placed poorly may seem like small details. However, these details can […]

Real Estate Is the IRS Patient? It seems counter intuitive to think that the IRS wants to offer people the opportunity to reinvest capital gains in Deferred Sales Trusts that allow them to receive income off their gain without first paying the tax. However, if we look at it another way, we see how allowing this process ultimately creates more income […]

Real Estate Why haven’t I been told about Tax Deferrals? My clients are befuddled when they learn that there are tax deferral strategies that go beyond 1031 exchanges. There are invaluable strategies for people who want to downsize, and have income without the stress of investment real estate management. People haven’t heard about these opportunities because real estate professionals do not give tax advice, and […]

Real Estate Missing My 1031 Exchange Deadline? It was so sad when my 1031 Exchange clients at Old Republic missed their deadlines and had to pay their capital gains. The 45 days to identify and 180 days to purchase put many clients under tremendous pressure. The stress of that possibility kept many from venturing into the process of deferring capital gains. However, […]

Real Estate Remodel Before Selling? Many clients think they must have the money to renovate before selling, and stay in their homes even though they want to move to a condo or somewhere else easier to maintain. Fortunately, services exist that will repair, remodel, renovate, organize or deep-clean, and only ask to be paid upon the sale of the home. […]

Real Estate Downsize & Still Defer Capital Gains? The biggest problem for my clients at Old Republic 1031 Exchange was the requirement to reinvest everything into replacement properties. I wish I’d known the tools I know now. There exist strategies to defer capital gains while actually downsizing one’s investment real estate portfolio. As a former 1031 Exchange Facilitator and Educator, I found this […]

Real Estate Cash Poor & House Rich Several of my neighbors in Carmel-by-the-Sea have complained that they are struggling financially, because they have a valuable home, but not the money to maintain it or prepare it for a sale. Some would like to make the transition to a smaller home or condo so that they can use their equity for expenses or […]

Real Estate Defer Capital Gains on a Primary Residence? Several neighbors have discussed with me their desire to sell their home that has become too expensive to maintain, and move to a more manageable home, condo or retirement community. They were worried that they would have to pay too much in capital gains tax because their home has increased so much in value. Fortunately, […]