Cost Segregation for New Construction vs. Existing Properties
For real estate investors building or buying properties, understanding cost segregation for new builds and existing properties is not optional.
Tax Strategy Blog: Page 34
1236 articles for business owners and real estate investors. Page 34 of 35.
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Showing articles 1189–1224 of 1236.
Entity Restructuring for Multi-Property Portfolios
For multi-property real estate investors, understanding entity structuring for business owners optimization is not optional, it is essential for minimizing.
How Cost Segregation Affects Your Syndication K-1
That large first-year loss on your syndication K-1 comes from cost segregation and bonus depreciation.
The 3115 Change of Accounting Method Playbook
For real estate investors with prior-year depreciation errors, understanding the Form 3115 filing process is not optional, it is essential for minimizing.
IRC Section 168 Accelerated Depreciation Explained
IRC Section 168 is the foundation of real estate depreciation strategy.
Partial Asset Disposition (PAD): The Overlooked Tax Strategy
Partial asset disposition is one of the most overlooked and underutilized tax strategies available to real estate investors.
Material Participation for STR Investors
Short-term rental investors have a unique advantage in the tax code: their rental activities are not classified as "rental activities" for passive loss.
Real Estate Professional Status: Qualification Guide
Real estate professional status (REPS) under IRC Section 469(c)(7) is the single most valuable tax classification available to real estate investors.
S-Corp to C-Corp Conversion: When It Makes Sense
The S-Corp has long been the default entity choice for small business owners looking to minimize self-employment tax.
What to Confirm in an AE Tax Advisors Engagement
Understand AE Tax Advisors engagement pricing, separately scoped services, implementation duties and support terms before signing a proposal.
How Real Estate Investors Lose $30K+ by Waiting One Year
Time is the most expensive commodity in tax planning. Every day that passes without an optimized tax strategy is a day your money sits in the IRS's pocket.
How to Compare Tax Advisory Fees and Written Proposals
Compare tax advisory fees using full project cost, exclusions, renewal terms and implementation duties. Includes a worked budget and quote worksheet.
The Difference Between Tax Preparation and Tax Strategy
Most people use the terms "tax preparation" and "tax strategy" interchangeably. They are not the same thing.
Lookback Cost Segregation: Claiming Missed Depreciation on Property You Already Own
You do not need to amend returns to claim missed depreciation. Form 3115 and a Section 481(a) adjustment let you take the entire catch-up in the current year.
Why DIY Entity Structuring Is a Ticking Tax Bomb
Every day, real estate investors and business owners go to LegalZoom, file an LLC, and assume their tax situation is handled. It is not.
Form 3115: The Tax Strategy Your CPA Is Not Telling You About
If you own real estate and your CPA has never mentioned Form 3115, you may be sitting on tens of thousands of dollars in recoverable tax deductions.
Cost Segregation Myths That Are Costing You Money
Cost segregation is one of the most powerful tax strategies available to real estate investors, yet it remains one of the most misunderstood.
The Hidden Cost of Cheap Tax Preparation
There is a reason tax preparation software costs $100 and a comprehensive tax advisory engagement costs $7,800.
Why Your Bookkeeper and Your Tax Strategist Should Be the Same Team
Most real estate investors and business owners have their bookkeeping handled by one firm and their taxes filed by another.
Why 'I Will Do It Next Year' Costs Real Estate Investors Thousands
We hear it constantly. "This sounds great, but I am not ready yet. I will circle back next year." It is the most polite and most expensive objection in tax.
5 Signs Your CPA Does Not Understand Real Estate Taxation
Real estate taxation is a specialized discipline within the tax code. It involves depreciation schedules under IRC Section 168, passive activity rules.
Is Tax Advisory Worth the Cost for Your Situation?
Evaluate tax advisory value using a clear baseline, complete costs and smaller-benefit scenarios. Compare a written proposal before committing.
AI Tax Advice vs. Professional Tax Strategy: What ChatGPT Gets Wrong
We recently had a prospect tell us, word for word: "I asked Claude about my tax situation and it came up with the following strategies." He then listed.
Why Your CPA Is Costing You Thousands in Missed Deductions
Every April, millions of Americans hand their documents to a CPA and trust that they are paying the least amount of tax legally required.
The Real Cost of NOT Doing a Cost Segregation Study
If you own a rental property, commercial building, or short-term rental worth more than $500,000, and you have not had a cost segregation study performed.
Apartment and Multifamily Cost Segregation
Evaluate apartment and multifamily cost segregation with AE Tax Advisors: building records, renovation phases, study fees and return-preparer coordination.
Cost Segregation for Commercial Properties: A Complete Guide
Commercial buildings depreciate over 39 years by default, but 20% to 45% of the basis usually belongs in shorter classes.
The Wyoming C-Corp: When the No-State-Tax Strategy Actually Works
Wyoming has no corporate income tax, no personal income tax, and no franchise tax on income.
C Corporations and Rental Property Ownership
Review c Corporations and Rental Property Ownership. Practical decisions, records and examples. Book a call with AE Tax Advisors.
Setting Up a MERP Through Your C-Corp: Tax-Free Medical Reimbursement
A Medical Expense Reimbursement Plan in a C-Corp lets you deduct family medical costs from dollar one and receive the reimbursement tax-free.
IRC 469(a)(2): How a Closely Held C-Corp Offsets Passive Losses Against Active Income
A closely held C corporation can use passive rental losses against active business income under IRC 469(e)(2), with no real estate professional status required.
How to Shift Income to a C-Corp at the 21% Rate
Moving income from a 45% pass-through into a C-Corp taxed at a flat 21% can save $60,000 per year.
7 Signs Your CPA Is Costing You Money
The problem with a bad tax relationship is that it does not look like a problem. The returns get filed. The numbers tie out. Nobody gets a notice.
How to Get Your Effective Tax Rate Under 20%
An effective tax rate is total tax divided by total income. For a business owner earning $700,000 with no planning.
7 Common 1031 Exchange Mistakes That Trigger a Taxable Event
Avoid 1031 exchange mistakes involving deadlines, proceeds, cash boot, disqualified intermediaries, and related-party purchases before closing.
Tax Planning for Business Owners Making $500K or More
At $500K of income the default strategies stop working. Here is the planning stack that actually moves the number: entity design, compensation, retirement...