Law Firm Partner Tax Planning: Office Buildings, K-1s and QBI
Coordinate law-firm K-1 income or S-corp wages with office-building ownership, self-rental losses, QBI limits, retirement funding and substantiated expenses.
Tax Strategy Blog: Page 29
1236 articles for business owners and real estate investors. Page 29 of 35.
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Showing articles 1009–1044 of 1236.
Tax Strategy for Insurance Agency Owners: Renewals, Entity Design, and the Book Sale
An insurance agency is a recurring revenue business with a predictable exit, which makes it one of the more plannable businesses in professional services.
Tax Strategy for HVAC and Plumbing Contractors: Fleet, Inventory, and the Yard
HVAC and plumbing contractors carry three assets most professional service businesses do not: a fleet, an inventory, and usually a yard with a building on it.
Tax Strategy for Financial Advisors: The SSTB Problem and What Works Around It
Financial advisors face a specific structural disadvantage. Investment advisory and wealth management are explicitly specified service trades or businesses...
Tax Strategy for E-Commerce Owners: Inventory, Payments and Warehouses
Reconcile ecommerce income, inventory methods, fulfillment-state exposure and warehouse deductions before changing entity or retirement plans.
Tax Strategy for Dentists: Practice Structure, Equipment, and Retirement
How dental practice owners use S corporation structure, equipment depreciation, cash balance plans, the Augusta Rule, and cost segregation on the practice building.
Tax Strategy for Content Creators and Influencers: Entity, Deductions, and Volatility
Creator income has two features that break conventional tax planning: it arrives from six or eight sources at once, and it swings violently year to year.
Construction Owner Tax Strategy: Contracts, Equipment and Shop Property
How construction owners evaluate contract accounting, equipment deductions, self-rental losses and QBI without assuming every deduction reduces current tax.
Chiropractor Tax Strategy: Owner Pay, Retirement and Clinic Property
Understand chiropractor S corporation compensation, employee retirement-plan costs, health-service QBI rules and deductions for an owner-held clinic.
Tax Strategy for Auto Dealership Owners: Inventory, Interest and Facilities
Coordinate dealership inventory accounting, floor-plan interest, facility depreciation and owner-level deduction limits before filing.
Can I seller-finance a rental sale to my child and spread the gain?
Selling a rental to your child on a note? Compare installment eligibility, recapture, interest, the two-year resale rule, and records before closing.
Will a real estate syndication inside my IRA owe UDFI tax?
Investing in a leveraged real estate syndication through an IRA? Check UDFI, the partnership K-1, Form 990-T, and whether a solo 401(k) changes the result.
Section 179 vs Bonus Depreciation: Which One Should You Use?
Both provisions deduct the full cost of qualifying property in the year it is placed in service.
Real Estate Syndication Tax Guide for Limited Partners: Reading the K-1
Limited partners in real estate syndications receive a K-1 showing a large loss in year one.
Qualified Small Business Stock: The Section 1202 Exclusion Most Owners Never Claim
QSBS eligibility by acquisition and issuance date, plus corrected founder-exit math, gifts, rollover requirements and records to review before a sale.
Mid-Term Rental Tax Strategy: Why 30-Day Stays Are Treated Like Long-Term Rentals
Mid-term rentals, typically 30 to 90 day furnished stays for traveling nurses, relocating professionals, and insurance placements, have grown quickly.
The Management Company Structure: When a Second Entity Actually Helps
The management company structure appears constantly in tax planning discussions and is misunderstood roughly as often.
Land Trust vs LLC for Rental Property: What Each One Actually Does
A land trust provides privacy but no liability protection or tax effect. How trusts and LLCs compare, and why most investors need both or just one.
Land Investing Tax Strategy: Dealer Status, Carrying Costs, and Installment Sales
Land is the only real estate asset with no depreciation. There is no building to write off, no cost segregation study to run.
Interest Tracing Rules: Why Your Loan Security Does Not Determine Deductibility
Trace rental refinance and HELOC interest by use of funds. See mixed-account rules, the 30-day allocation option, a split-use example and records checklist.
What Should I Do If My Amended Tax Return Is Taking Longer Than 16 Weeks?
Waiting for an amended tax return? Check IRS processing guidance, track Form 1040-X, and follow the checklist for delays beyond 16 weeks. Know when to call.
House Hacking Tax Rules: Allocating Between Personal Residence and Rental
House hacking, living in one unit of a small multifamily while renting the others, or renting rooms in a single family home.
Family Limited Partnerships: Valuation Discounts, Control, and IRS Scrutiny
A family limited partnership lets a senior generation transfer assets to children and grandchildren at a discount to underlying value while retaining...
Can I Use Cost Segregation and Bonus Depreciation on an Inherited Rental?
Can an inherited rental get a cost segregation study and bonus depreciation? See the Section 1014 bonus exclusion, MACRS alternative, basis records, and loss-use test.
Should You Use a Delaware Statutory Trust for a 1031 Exchange?
Should you use a DST for a 1031 exchange? Compare tax qualification, deadline fit, fees, debt, liquidity, due diligence, and exit risks.
How to Deduct STR Losses Against W-2 Income
One of the most common questions real estate investors ask is whether rental losses from a short-term rental can be used to reduce taxes owed.
Cost Segregation for Warehouses and Industrial Buildings: What Actually Reclassifies
Warehouses have a reputation as poor cost segregation candidates. The building is a shell, the argument goes, so there is nothing to reclassify.
Cost Segregation for VRBO Vacation Rentals: Whole-Home Properties and Personal Use
VRBO whole-home rentals reclassify 26 to 33 percent. How IRC 280A personal use days can silently destroy the deduction and how to stay clear of the limit.
Veterinary Clinic Cost Segregation: Assets, QIP & Self-Rental
Evaluate clinic equipment, kennels, imaging build-outs and QIP with documented asset classifications, self-rental limits and a coordinated implementation plan.
Cost Segregation on a Single-Family Rental Portfolio: Aggregating for Scale
One SFR rarely justifies a study. Ten do. How portfolio pricing, grouping elections, and per-property reclassification of 18 to 24 percent work together.
Cost Segregation on Fix-and-Flip Properties: Why It Usually Does Not Apply
Flips are inventory, not depreciable property. When the dealer classification blocks cost segregation, and the three fact patterns where a study still works.
Cost Segregation on Buy-and-Hold Single-Family Rentals: The Long Game
For a 20-year hold, cost segregation is a timing decision, not a windfall. How to evaluate present value, recapture drag, and 1031 exit planning.
Cost Segregation for RV Parks and Campgrounds: Site Work Is the Whole Asset
RV parks and campgrounds combine two features that rarely appear together: almost all of the depreciable basis is 15-year land improvement property.
Cost Segregation for Retail Strip Centers: Where the 25 Percent Comes From
Retail strip centers are among the most consistently rewarding cost segregation candidates in commercial real estate, and the reason is geometry.
Cost Segregation in Pennsylvania: State Tax Rules Investors Miss (2026)
Cost segregation is one of the highest-return strategies available to real estate investors, and the federal math has never looked better.
Cost Segregation for Office Buildings: Realistic Expectations and Where the Value Hides
Office buildings sit in the middle of the cost segregation range. They do not produce car wash numbers.