The PIMD Blog

In this episode, Peter walks through a phone call with a friend who was about to sell a short-term rental and had never once thought about depreciation recapture, a bill that turned out to be bigger and more complicated than expected. He breaks down exactly how recapture is calculated, the part almost nobody catches involving furniture and appliances, and the real options for deferring or offsetting that tax hit.

If you've used aggressive depreciation to lower your taxes now, this episode is about the bill waiting for you later. Tune in!

In this episode, Peter breaks down opportunity zones, a tax tool he says almost no physician he talks to has ever heard of, and why the version that exists today looks nothing like the one from 2018. He walks through the exact math behind deferring and eliminating capital gains taxes, why Congress making the program permanent changes everything about how it can be used, and the concentration risk quietly building in a lot of portfolios right now.

If you've got gains sitting in a brokerage account you don't know what to do with, this episode lays out exactly what your options actually are. Tune in!