Insights & Perspective

The Grace Capital Journal

Plain-English perspective on tax strategy, real estate, and disciplined wealth planning from the advisors at Grace Capital Management in Austin, Texas.

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3 articles
Insights Tax forms laid out with a calculator and a magnifying glass on a wooden surface.
September 8, 2026 8 min read

The 3.8% Net Investment Income Tax: How the Surtax Works on Capital Gains and Rental Income

It does not appear on the familiar capital gains rate table, which is why it is so often the gap between the tax an investor estimated and the tax that shows up on the return.

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Insights Layered ridgelines of the Texas Hill Country fading into morning haze at first light.
August 28, 2026 5 min read

Opportunity Zone 2.0 Opens January 1. Your 180 Days May Already Be Running.

A capital gain taken this month can still reach the new program. And unlike a 1031 exchange, only the gain has to move.

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Insights The downtown Austin, Texas skyline mirrored in the still water of Lady Bird Lake at daybreak.
July 22, 2026 2 min read

The 1031 Exchange Is Lying to You (Four Times)

Four of the most common terms in a 1031 exchange are quietly misleading. Here's what they actually mean.

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Educational content only. Nothing on this page is tax, legal, or investment advice. Consult a qualified professional regarding your specific situation.

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