Real Client Results
$370K+
saved for one client in 2 years
$200K+
saved through proactive planning
$1M+
in cumulative savings through restructuring
Real client outcomes. Results vary by business and engagement.
The Tax Code Favors Real Estate. Your Return Should Show It.
Depreciation, cost segregation, bonus depreciation, the short-term rental loophole, real estate professional status, 1031 exchanges, opportunity zones — the tax code is stacked with advantages written specifically for property owners. But they don't apply themselves. Miss a cost segregation study and you leave six figures of deductions spread over 27.5 years instead of taking them now. Structure a flip wrong and ordinary income tax eats the margin.
We build the strategy deal by deal: how you hold it, how you depreciate it, how you exit it — and how each property fits the bigger picture of your portfolio and your W-2 or business income.
Investor Situations We Plan Around
Long-term rental portfolios that should be throwing off paper losses against other income. Short-term rentals where material participation can unlock non-passive treatment. Flippers paying ordinary income rates that better structuring could reduce. Contractors and business owners buying their own shop or investing profits into property. And investors scaling from a few doors to a real portfolio who need entity structure that protects them without strangling them in complexity.
What we handle for investors
- Cost segregation coordination and depreciation strategy
- Short-term rental tax planning
- Real estate professional status analysis
- Entity structuring for acquisitions and portfolios
- 1031 exchange planning
- Flip vs. hold structuring
- Portfolio-level tax projections