Anderson Business Advisors Podcast · 2026-06-02 · 54 min
In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle eight listener questions on a wide range of tax topics. They open with a deep dive into the tax advantages of purchasing property in an Opportunity Zone, covering both the original program and the newly reinvigorated Opportunity Zone 2.0 launching January 1, 2027, including deferral periods, stepped-up basis benefits, and rural vs. urban pathways. They also explain required minimum distributions and the five-year Roth seasoning rules, the nuances of married filing separately in community property states, and strategies for reducing passive capital gains tax after a multifamily syndication sale. Amanda and Eliot break down Qualified Small Business Stock under Section 1202, including new tiered exclusion rates and documentation requirements, walk through K-1 preparation and 1065 filing for limited and general partnership structures, and cover the Accumulated Earnings Tax for C corporations. The episode wraps with guidance on claiming education expenses for new businesses, amending prior-year returns, and using C corporations as the right vehicle for startup cost deductions.
How to Avoid Costly Capital Gains Taxes When Selling a Rental Property66 / 100How to Convert a Rental Into a Primary Home Without Tax Surprises3 Catastrophic Mistakes People Make When Entering PartnershipsCost Segregation & Depreciation Recapture ExplainedHow To Turn Stock Market Gains Into Tax-Smart Investments In Your Business