Capital Gains Archives - PJL Investments

Capital Gains

Capital Gains Archives-Articles regarding capital gains

5 Tips for Making Your Capital Gains Tax Work for You

Capital Gains

September 25, 2020

Selling stocks and other assets requires planning, especially about the taxes that such sales would incur. Some people are too eager to get a property off their hands or are very keen on closing a deal. As a result, they... Read More

An Investor’s Guide to Capital Gains Tax

Capital Gains

June 19, 2020

Buying and selling anything nowadays can easily prove to be a costly venture. It entails going through quite a number of different costs. Among all the different costs that need to be considered when going over your numbers, one particular... Read More

Capital Gains Tax-Free 1031 Exchanges – An Investors Guide

1031 Exchanges, Capital Gains

April 23, 2020

What is a Capital Gain?

Capital Gains

April 8, 2020

FINRA BROKERCHECK —PJ Lynch

All investments involve risk. Outcomes are not guaranteed.

PJL Investments and Emerson Equity LLC do not provide legal or tax advice. Securities and advisory services offered through Emerson Equity LLC, member FINRA, SIPC and a state Registered Investment Advisor. Emerson and PJL Investments are not affiliated.

1031 Risk Disclosure:

- There is no guarantee that any strategy will be successful or achieve investment objectives;
- Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
- Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
- Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with their tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read and understand all of the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by PJL Investments, Emerson Equity LLC, or any affiliate, or partner thereof. PJL Investments does not warrant the accuracy or completeness of the information contained herein.

Posts filed under: Capital Gains

Capital Gains

5 Tips for Making Your Capital Gains Tax Work for You

An Investor’s Guide to Capital Gains Tax

Capital Gains Tax-Free 1031 Exchanges – An Investors Guide

What is a Capital Gain?