Tax Planning for Real Estate Investors & Developers
Real estate offers some of the most powerful provisions in the tax code, and some of the most complex rules. We help investors use them deliberately and document them properly.
What keeps owners up at night
Equity trapped in appreciated property, phantom income from partnerships, and passive-loss limits that are often misapplied, leaving deductions suspended year after year.
Where planning makes a difference
We align cost segregation studies, real estate professional status (REPS) and 1031 exchange timing with your acquisition and sale plans, so depreciation and losses are available when they are most useful.
How we help real estate investors
Cost segregation strategy
A cost segregation study reclassifies parts of a building into shorter-lived property so depreciation is accelerated. We evaluate whether a study makes sense, coordinate timing with bonus depreciation rules and model the effect on future sales.
Real estate professional status (REPS)
Qualifying as a real estate professional can allow rental losses to offset other income. The tests are strict and audited often, so we help you understand the hour requirements, material participation and the records you need.
1031 exchange planning
Like-kind exchanges can defer gain when you sell investment property. We plan the timeline, identification rules and replacement-property math with your qualified intermediary before you list.
Entity & partnership structuring
Holding properties in the right entities affects liability, financing and tax. We review LLC and partnership structures, basis and distributions to avoid surprises.
Frequently asked questions
What is a cost segregation study?
Who qualifies as a real estate professional for tax purposes?
How long do I have to complete a 1031 exchange?
Buying, selling or holding property this year?
Book a consultation before your next transaction so the tax strategy is in place in time.