Real estate is not just another Schedule E.

It is one of the most powerful wealth-building vehicles in the tax code-if structured and reported correctly.

Whether you own a single rental property, manage a growing portfolio, develop multifamily units, or operate through partnerships and S-corporations, your tax strategy must align with how you acquire, finance, and scale assets.

Our firm works with real estate investors, builders, and property owners who want more than basic compliance. We focus on strategy, structure, and long-term positioning.

Real estate professionals operate under a completely different set of rules than traditional W-2 earners.

Some of the most common issues we address include:

• Passive activity loss limitations

• Real estate professional status qualification

• Short-term rental classification rules

• Depreciation strategy and cost recovery planning

• Entity structuring (LLC vs Partnership vs S-Corp)

• Capital gains planning and exit strategy

• 1031 exchanges

• Multi-property bookkeeping and allocation accuracy

If these are not handled correctly, investors leave substantial money on the table — or expose themselves to unnecessary audit risk.

Depreciation is often the single largest tax lever available to real estate investors.

Through proper classification and strategic cost recovery analysis, investors may be able to:

• Accelerate depreciation deductions

• Improve short-term cash flow

• Offset active or portfolio income (when eligible)

• Reposition their tax posture during acquisition years

We help determine when a cost segregation study makes sense based on property type, holding period, and long-term objectives.

The goal isn’t just bigger deductions.

The goal is smarter timing.

Many investors are told their losses are “passive” and simply carried forward indefinitely.

That’s not always the end of the conversation.

With proper planning and documentation, qualifying as a Real Estate Professional under IRS rules can significantly change how losses are treated.

We guide clients through:

• Time tracking requirements

• Material participation standards

• Grouping elections

• Risk assessment and documentation structure

This isn’t about pushing boundaries recklessly.

It’s about understanding where the boundaries actually are.

As portfolios grow, structure matters more.

We work with real estate operators to:

• Evaluate entity structure efficiency

• Plan for refinancing events

• Coordinate bookkeeping systems

• Align tax strategy with acquisition goals

• Prepare for eventual disposition or generational transfer

Tax strategy should support growth, not just report last year’s activity.

Real estate investing is operational, strategic, and long-term.

Your tax advisor should be too.

If you're building, acquiring, managing, or repositioning property, let’s design a strategy that supports the way you actually operate