Tax Strategy for Real Estate Investors
You're building wealth through real estate. Let's make sure you're not giving more of it to the IRS than you have to.
Here's what I see all the time
Someone buys a property, sells a property, or makes a big financial move—and then they call a tax person. By that point, I'm putting out fires instead of preventing them.
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I get it. You're busy finding deals, managing properties, running numbers. Taxes aren't exactly the fun part. But that's exactly why investors end up overpaying—missed depreciation, bad tax elections, capital gains that could've been deferred or reduced. It adds up fast.
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The investors who pay the least in taxes? They're the ones who loop me in before they make the move.
I work with all kinds of real estate investors
Buy-and-hold landlords. House flippers. Short-term rental and Airbnb hosts. Note investors. Passive investors in syndications. Realtors who invest on the side. Commercial property owners. NNN lease investors. If you're making money in real estate, I can help you keep more of it.
Real Estate Tax Strategies I Help With
01
Tax Treatment & Entity Elections
How your real estate holdings are treated for tax purposes can make a big difference in what you owe. I help you figure out the right tax elections and structure your ownership in a way that minimizes your tax burden.
03
1031 Exchanges
​Thinking about selling a property and buying another? A 1031 exchange lets you defer capital gains taxes—but the rules are strict and the timeline is tight. I help you plan it out so nothing falls through the cracks.
05
​Real Estate Professional Status
If you qualify as a real estate professional for tax purposes, you can unlock some serious deductions. I help you figure out if you qualify and how to document your hours properly to meet IRS requirements.
02
Depreciation Strategies & Cost Segregation
Depreciation is one of the biggest tax benefits of owning real estate, but a lot of investors aren't maximizing it. I make sure you're taking everything you're entitled to—including cost segregation studies when they make sense for accelerating your deductions.
04
Capital Gains Tax Planning
Selling a property can trigger a big tax bill if you're not prepared. I help you plan ahead—whether that's timing the sale, offsetting gains, or exploring deferral strategies—so you're not blindsided.
06
Rental Loss Rules & Passive Activity
Rental losses can offset other income—but there are limits and exceptions. I help you understand what you can deduct and plan around the passive activity rules.
What is a 1031 exchange?
A 1031 exchange (also called a like-kind exchange) allows you to sell an investment property and defer paying capital gains taxes by reinvesting the proceeds into another qualifying property. Strict timelines apply—you have 45 days to identify replacement properties and 180 days to close.
​How do I qualify for real estate professional status?
​To qualify as a real estate professional, you must spend more than 750 hours per year in real estate activities AND more than half of your working time must be in real estate. Proper documentation of your hours is critical if the IRS ever asks.
What is cost segregation?
Cost segregation is a tax strategy that accelerates depreciation deductions by reclassifying components of your property (like flooring, fixtures, and landscaping) into shorter depreciation schedules. This can significantly reduce your tax bill in the early years of ownership.
Do you work with out-of-state real estate investors?
Yes! I work remotely with real estate investors across the U.S. and internationally. Your properties can be anywhere—what matters is that you're a U.S. taxpayer.
Call me before you sign
Seriously. Thinking about buying a property? Selling one? Refinancing? Changing how you hold title? That's when I want to hear from you—not after the deal is done.
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I'm not a once-a-year tax preparer. I'm your year-round tax strategist. I'm here to help you think through decisions before you make them, so you can move forward with confidence and keep more of what you earn.