Natalia's Top Ten Tax Tips for 2026
The Legacy Academy by Natalia Ouellette-Grice and Justin Grice
Episode notes
The 2026 tax landscape is shaping up to be one of the most consequential years real estate investors have seen in decades. Between proposed limits to 1031 exchanges, tighter IRS audit scrutiny, and shifting rules around depreciation, entity taxation, and estate exemptions, the financial moves you make now could define your long-term wealth strategy.
In this episode of The Legacy Academy, attorney and tax strategist Natalia Ouellette-Grice, JD, MBA unpacks the top 10 tax issues that every investor needs to understand before heading into 2026. She dives deep into how accelerated depreciation and cost-segregation studies can create unexpected recapture risks—and how a properly structured 1031 exchange can offset some of those effects when done strategically.
Natalia also explores which entity structures— ...