Depreciation Recapture Briefing
Educational support and documentation for anticipated depreciation recapture.
Overview
We prepare investors for recapture obligations by summarizing historical depreciation, projecting potential tax exposure, and coordinating with CPAs for filing readiness.
Highlights
- Review of depreciation schedules and cost recovery methods.
- Scenario planning for federal and Arizona recapture treatment.
- Checklist aligning Form 8824 entries with intermediary statements.
Deliverables
- Recapture summary with estimated ranges and key assumptions.
- Meeting notes for CPA coordination sessions.
- Post-closing checklist confirming documentation required for filing.
Educational content only. Not tax or legal advice.
Consult a Qualified Intermediary and tax advisor before acting.
Frequently Asked Questions
Do you provide tax advice?
We do not provide tax advice. Our role is to prepare data and facilitate communication with licensed professionals.
When is the briefing delivered?
We schedule the session before the relinquished closing so investors can plan ahead of Form 8824 deadlines.
Does recapture apply to land?
Land itself is not depreciable, but improvements and structures can trigger recapture when they are sold or exchanged.
Related Services
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