In this episode of the Major League Real Estate Podcast, Thomas Castelli and Nate Sosa break down one of the most misunderstood areas of partnership tax law: disguised sales.
While many investors assume distributions and refinance proceeds are tax-free, the rules change when partnerships and contributed property are involved. Get it wrong, and what you thought was a tax-free event could actually be treated as a taxable sale.
You’ll learn:
- How partnership distributions actually work (and how they affect your basis)
- What a disguised sale is and why the IRS cares
- The 2-year rule that can trigger unexpected taxes
If you’re a syndicator, GP, or investor contributing property into deals, this episode is a must-listen to avoid costly tax mistakes.
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