Ep. 145 | One Big Beautiful Bill Act: Real Estate Opportunities
Download MP3Join hosts Chris Picciurro, CPA, and John Tripolsky as they welcome back Scott Saunders, Senior Vice President at Asset Preservation Inc., to unpack how the One Big Beautiful Bill Act (OB3) impacts real estate investors.
From 1031 exchanges and opportunity zones to bonus depreciation and estate tax updates, this episode dives deep into tax strategies that savvy investors can leverage immediately. If you’re in real estate—or advising clients who are—you won’t want to miss this breakdown of how OB3 brings long-term certainty and powerful new planning tools.
What You’ll Learn:
• Why OB3 is a major win for real estate investors
• How 1031 exchanges and carried interest survived untouched
• What the new $30M estate tax threshold means for your legacy
• How to stack bonus depreciation with 1031s
• The ongoing benefits of opportunity zones
Key Insights:
Scott explains how OB3 not only protects powerful real estate tools but also expands them. From permanent bonus depreciation to increased SALT deductions and renewed work-related income deductions, this bill sets the stage for years of opportunity in property investing.
Guest Spotlight:
Scott Saunders is a nationally recognized expert on 1031 exchanges and real estate tax strategies. As Senior Vice President of Asset Preservation Inc., he works with real estate professionals, investors, and lawmakers to shape smart policy and education around property taxation.
Practical Takeaways:
• Use 1031s to defer gains—and now pair them with permanent bonus depreciation
• Plan for generational wealth transfer under the new $30M estate tax limit
• Stack Opportunity Zones with other strategies for ultimate tax efficiency
• Real estate investments just got easier to plan—leverage the power of OB3
Resources:
• Join the community: DefeatingTaxes.com
Episode Sponsor:
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- (00:00) - Summary
- (00:00) - Exploring Real Estate Provisions in the One Big Beautiful Bill
- (04:15) - The Impact of Tax Certainty on Real Estate Investments
- (10:02) - Buc EE's Controversy in Palmer Lake, Colorado
- (11:01) - Real Estate Investment Benefits from Carried Interest and Estate Tax
- (12:37) - Estate Tax Implications on Real Estate and Liquidity
- (15:27) - Exploring Tax Strategies: 1031 Exchanges and Opportunity Zones
- (20:00) - Increased SALT Deduction Benefits New York Residents Until 2030
- (21:03) - Combining Bonus Depreciation and 1031 Exchange for Real Estate Gains
- (22:47) - Positive Economic Impact of New Real Estate Tax Incentives
- (25:51) - Insights on Tax, Economics, and Real Estate Strategies
