Description

wo investors. Two properties. One massive tax difference. 💸

In this episode of The Legacy Academy, attorney and tax strategist Natalia Ouellette-Grice, JD, MBA unpacks the critical tax distinctions between flipping and holding real estate — and why getting this wrong can cost investors thousands.

Natalia explains how the IRS decides whether you’re an investor or a dealer, what that means for your tax rate, and how to legally minimize self-employment tax exposure. She also covers depreciation, passive income rules, installment sales, and the latest tax law trends shaping real estate strategies.

Whether you’re flipping for quick profits or holding to build generational wealth, this episode gives you the insight you need to plan smarter and protect your returns.

💡 In this episode:

• How the IRS determines if you’re “flipping” or “investing”
• Why flippers face higher taxes (and how to plan around it)
• The long-term tax advantages of holding real estate
• What recent tax law updates mean for investors today

If you want to stop guessing and start structuring your deals with purpose, this episode is your playbook for smarter tax strategy.