No Tax Advice ever given. I do caution/advise clients on two things:

1. 1031 Exchange strategies.

2. Checking with their or my recommended CPA re: Capital Gains Taxes before making a decision.

If I am understanding your question correctly Peter Mohylsky, Beach Broker I would say I have no expertise in tax matters. I would refer them to my CPA if they do not have one already.

I like to stay in my lane and refer those topics to CPAs, 1031 exchange folks and may mention some possibilities Peter Mohylsky, Beach Broker 😎

I echo Thomas J. Nelson, REALTOR ® CRS,ABR,PSA,RCS-D, ePRO comment. 

The expertise is within the wisdom not give advice for which I am not licensed - and to refer to those who are.  

I would always advise a client see an accountant, but there are basics we all know, deduction-wise.    As for tax deferring strategies,  I stay in my lane, that is not my expertise.  

I can comment, point in right direction & support the need, but this is something I call in to a third party of which I have...Everyone wins

Yes, when I taught for CREI, I sat in on 1031 classes right before mine (technology/client communications/risk reduction) with the guy we did our personal 1031s with and he has since retired but was the best! I do NOT advise on 1031s HOWEVER my clients do them and if they don't have an intermediary, I can confidently provide resources. One thing I require is, if they're gonna deal with deferring taxes they need the intermediary to MAKE SURE they are doing what works per laws BEFORE we take any action. 

You haven't lived till you've had someone say they want to do a 1031. does not have an intermediary and the money's in THEIR account.

"No, you're not!" 

 Yes, but only as a general discussion.  And verbal - no email, text, or paper trail (except when I advise them to consult a CPA or Tax Attorney).

An example is the Section 1031 Tax Deferred Exchange.  A guy from my church was  going to sell his townhouses; he was going to put the gains into another real estate investment.  He had never heard of Section 1031.  When I explained it, he wanted to learn more, so I set up lunch with my CPA. 

  Investor was able to defer several hundred thousand dollars of taxable gains on the sale of those townhouses... he is my client for life!

No Way, No How!  I'll give my opinion on the real estate market and local community but will never put myself in a position of being sued.

I will advise them on how a 1031 works, or mention they can depreciate a rental uit, with full disclosures of not being an accountant but the benefits of real estate ownership.

Peter Mohylsky, Beach Broker 

I stay on my lane, just like Eileen Burns 954.483.3912 

I would not advise on taxes.

I guide them to their accountant. I don't give tax advice. 

I made the choice to do brokerage, although I was a licensed attorney. I had friends who chose to practice law who were also CPA's to provide tax advice.

Nope, don't go there. Am not a tax expert and don't provide that advice. I recommend they talk to their CPA and/or 1031 exchange company.

Only the benefits of a 1031, otherwise we are NOT to be an expert for their taxes.

no I'm not a tax attorney or CPA and I stay in my lane.  I know about 1031 tax exchanges and how to write the offer appropriately but I also know how to tell someone to seek the advice they need.

No Tax advice from me!  I do refer folks to a few local CPA's that is their specialty.

No, never. I am not a tax person. I know enough to be dangerous. I refer those questions to their tax professional and if they don't have one, I will provide referrals to a number of top tax professionals.

While I have a capital markets background, I don't have expertise in tax. I am happy to discuss surface level tax related issues that we may come across- but I always advise clients to discuss with a CPA. Of course there are plenty of issues that come up regularly - i.e. 1031 exchanges, basis/capital gains, tax free gifting limits vs. gifting, foreign nationals sales withholding, inheritance issues, etc. I am happy to partner with a client's CPA to help achieve a specific goal but unless an agent has that background themselves- tax issues can get thorny and I don't recommend agents dive too deeply into the topic.

While I have a capital markets background, I don't have expertise in tax. I am happy to discuss surface level tax related issues that we may come across- but I always advise clients to discuss with a CPA. Of course there are plenty of issues that come up regularly - i.e. 1031 exchanges, basis/capital gains, tax free gifting limits vs. gifting, foreign nationals sales withholding, inheritance issues, etc. I am happy to partner with a client's CPA to help achieve a specific goal but unless an agent has that background themselves- tax issues can get thorny and I don't recommend agents dive too deeply into the topic.

Best to refer clients to tax professionals. 

Very versed in forest tax programs, other programs I am less informed.

no, I try to stay in my lane. I am not an accountant or lawyer or surveyor or structural engineer or termite inspector or any of the other professions, but I do have them on speed dial when my clients need a question answered.