1031 Equity Architect

01/12/2026

Have you heard of IRS Code 168K bonus depreciation?

For clients facing a taxable real estate transaction or generating passive income, Section 168K can be a powerful planning tool. When combined with other IRS strategies, it may help improve tax efficiency, support reinvestment, and create more flexibility in larger transactions.

Andy Lee has been helping advisors and their clients navigate tax planning for real estate and highly appreciated assets since 1993. By blending multiple IRS codes into a coordinated strategy, his focus is on helping advisors add real value and strengthen client relationships through proactive planning.

If you’re looking to expand your tax planning conversations and better support your clients, let’s connect.

01/09/2026

01/07/2026

Want to help your clients reduce taxable income using today’s tax planning strategies?

With tools like 168K bonus depreciation, Qualified Opportunity Zones, and other IRS-approved programs, it may be possible to design tax strategies that work together—customized to each client’s situation.

Andy Lee, President of Tax Wise 1031, has been helping clients navigate complex tax planning for decades. If you’d like to learn how these strategies may fit into your clients’ plans, reach out to start the conversation.

🌐 https://www.taxwiseusa.com/
📧 [email protected]
📞 Office: 408-946-8378 | 408-YINVEST
📱 Cell: 408-406-3227

01/01/2026

Sold real estate and worried about capital gains taxes?
You’ve probably heard of a 1031 exchange — but most investors don’t realize how powerful it can be.

With the right strategy, a single 1031 exchange can help you diversify into multiple real estate asset classes, instead of putting all your equity into one property. Just like with stocks, diversification matters — and real estate should be no different.

Five, six, even seven different assets with one exchange is possible.
You just need to understand the tax code.

https://www.taxwiseusa.com/
[email protected]
408-946-8378
408-YINVEST
Cell: 408-406-3227

12/29/2025

Use the system! Don't let the system use you!

Posts like this are what cause CPAs to almost have a nervous breakdown.

Not because the tax code can’t be used strategically, but because social media strips away all the nuance that actually makes it legal.

Accelerated depreciation, business use tests, passive activity rules, substantiation requirements, and audit risk all matter. None of that fits into a viral post.

When people say “the rich don’t pay taxes,” what they usually mean is that certain strategies work only when structured correctly, documented properly, and reviewed by professionals.

12/29/2025

Most investors think a 1031 exchange means selling one property and buying just one replacement.
That’s a myth.

With the right strategy, a 1031 exchange can help you diversify your real estate portfolio, spreading your equity across multiple properties instead of putting all your eggs in one basket — all while deferring capital gains taxes.

Just like investing in stocks, diversification matters in real estate too.
Smart planning before you reinvest can make a meaningful difference long term.

https://www.taxwiseusa.com/
[email protected]
408-946-8378
408-YINVEST
Cell: 408-406-3227

12/23/2025

Beautiful Idaho Real Estate on the water from The View Cafe. Many of those homes are summer rentals, Air B&Bs or vacation homes that have a ton of new equity over the last 10 years. Selling one could create taxes costing $100's of thousands of dollars. Talk to a real estate tax planner first to review the most tax efficient options before you sell.

12/11/2025

💡 Turn ONE Property Into Six — Without Paying Taxes

Did you know you can take a single highly appreciated real estate asset and turn it into 3, 4, 5, or even 6 different properties without triggering taxes? That’s the power of the 1031 exchange.

We recently worked with a rancher in Kansas whose kids didn’t want to run the family ranch.
He subdivided his personal residence, sold the ranch, and exchanged it into six new properties across different geographics, demographics, and asset classes — all while keeping his tax bill at zero.

If you’ve held a property for years and could sell it for a significant gain, why not diversify just like you would with any other investment?

📌 Reduce risk
📌 Increase cash flow potential
📌 Own multiple asset types
📌 Defer the taxes

If you're ready to multiply your real estate portfolio while protecting your gains, we can help you put a plan together.

https://www.taxwiseusa.com/
[email protected]
408-946-8378
408-YINVEST
Cell: 408-406-3227