Press and Media
AE Tax Advisors in the press. 48 features covering cost segregation, entity structuring, retirement plan design, and IRS-compliant tax strategy.
AE Tax Advisors is a national tax advisory firm headquartered in Billings, Montana, working with business owners, real estate investors, and high-income professionals in every state. The features below cover the firm's approach to cost segregation, entity structuring, reasonable compensation, retirement plan design, and IRS representation.
In The Press
48 articles
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AE Tax Advisors Launches Prior-Year Return Review for Real Estate Owners with Five or More Properties
Company press release published on Yahoo Finance announcing a prior-year return review for real estate owners with five or more properties.
Read on Yahoo Finance (opens in a new tab) -
AE Tax Advisors Launches Prior-Year Return Review for Real Estate Owners with Five or More Properties
Company press release published on The National Law Review announcing a prior-year return review for real estate owners with five or more properties.
Read on The National Law Review (opens in a new tab) -
AE Tax Advisors Appoints Laura Bucko as Chief Operating Officer
Company press release distributed by TMX Newsfile and published on Yahoo Finance announcing Laura Bucko’s appointment to lead operations, client delivery and internal systems.
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AE Tax Advisors and Christina Nortman Bring Year-Round Tax Planning to Business Owners and Real Estate Investors
PR article featuring AE Tax Advisors and Christina Nortman on planning for business owners and real estate investors.
Read on Opulence Wire (opens in a new tab) -
What AE Tax Advisors and Christina Nortman Do Before the Tax Year Closes
PR article featuring AE Tax Advisors and Christina Nortman on planning before year-end.
Read on Affluence Daily (opens in a new tab) -
Christina Nortman and AE Tax Advisors Built a Year-Round Tax Advisory Firm Around a Single Distinction
PR article featuring Christina Nortman and AE Tax Advisors’ year-round advisory practice.
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AE Tax Advisors and Christina Nortman on the Entity Structure Decision Business Owners Keep Getting Wrong
PR article featuring AE Tax Advisors and Christina Nortman on business entity structure.
Read on Chicago Vantage (opens in a new tab) -
How AE Tax Advisors and Christina Nortman Built a National Tax Advisory Firm
PR article featuring AE Tax Advisors and Christina Nortman’s national advisory practice.
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Christina Nortman and AE Tax Advisors on What Happens When Business Income Meets a Real Estate Portfolio
PR article featuring Christina Nortman and AE Tax Advisors on business income and rental portfolios.
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Christina Nortman and AE Tax Advisors Target the Business Owners Big Firms Won’t Serve
PR article featuring Christina Nortman and AE Tax Advisors’ focus on business owners.
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Christina Nortman and AE Tax Advisors Are Building Tax Strategy Before the Year Closes
PR article featuring Christina Nortman and AE Tax Advisors’ planning before year-end.
Read on NY Vantage (opens in a new tab) -
Christina Nortman and AE Tax Advisors Built Their Practice Around Planning, Not Filing
PR article featuring Christina Nortman and AE Tax Advisors’ planning-focused practice.
Read on USA Vantage (opens in a new tab) -
AE Tax Advisors Reviews When Should You Order a Cost Segregation Study for an Airbnb Property?
How an Airbnb property's rental start date, asset readiness, and later study date affect depreciation timing.
Read on Insights Success Magazine (opens in a new tab) -
AE Tax Advisors Shares Whether STR Cost Segregation Losses Can Offset W-2 Income?
Why a short-term rental cost segregation loss may offset wages only when the applicable activity and participation rules are met.
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AE Tax Advisors On Buying a Furnished STR: How to Separate Furniture, Land, and Building Costs
How buyers of furnished short-term rentals document and allocate the price among land, building, furniture, and other assets.
Read on Arabian World Magazine (opens in a new tab) -
AE Tax Advisors Shares What Happens to Accelerated Depreciation When You Sell Your STR?
How prior depreciation affects adjusted basis and the tax analysis when an owner sells a short-term rental.
Read on CIO Look Media (opens in a new tab) -
AE Tax Advisors’ Insights on Cost Segregation on an STR You Already Own: Is It Too Late?
When an existing short-term rental may still benefit from a cost segregation study and a correction of prior depreciation treatment.
Read on Enterprise Review Media (opens in a new tab) -
AE Tax Advisors Analyzes What Records Should STR Owners Keep Before and After a Cost Segregation Study?
The acquisition, improvement, placed-in-service, and disposition records that support an STR cost segregation study.
Read on World AI Leaders (opens in a new tab) -
AE Tax Advisors on Why Audit-Proof Tax Planning Is the Only Kind Worth Paying For
Why a strategy that cannot be defended under examination is not worth its fee, and how statutory citation and documentation discipline separate durable planning from the rest.
Read on NewsBlaze (opens in a new tab) -
What to Expect from the Discovery Conversation with AE Tax Advisors
A walkthrough of the initial discovery call, what gets reviewed, and how a prospective client learns whether proactive planning is worth it before committing.
Read on The American News (opens in a new tab) -
Why Some High-Income Professionals Consider Specialized Tax Advisors
Why physicians, attorneys, and executives often outgrow compliance-only accounting, and what a specialized advisory relationship changes.
Read on Artist Weekly (opens in a new tab) -
How AE Tax Advisors Evaluates Whether a Client Should Convert to a C-Corporation
The analysis behind a C-Corp conversion: the 21% rate on retained earnings, the second layer of tax on distributions, and why the decision is modeled over a decade rather than a year.
Read on ATL Wire (opens in a new tab) -
How AE Tax Advisors Builds IRC-Cited Tax Plans That Hold Up to Scrutiny
Why every recommendation in an AE Tax plan carries a statutory citation, and how that discipline changes what survives examination.
Read on BLK News (opens in a new tab) -
How AE Tax Advisors Approaches Tax Strategy for Executives at Major Companies
Planning for corporate executives whose income is concentrated in wages and equity, where traditional deduction strategies do not apply.
Read on CA Gazette (opens in a new tab) -
Estate Tax Exemption Planning: How AE Tax Advisors Helps Families Lock In Current Benefits
How families use current exemption levels and the basis step-up under IRC Section 1014 to transfer wealth efficiently across generations.
Read on California Observer (opens in a new tab) -
Why AE Tax Advisors Begins Every Engagement with a 3-Year Tax Lookback
Why the first step is always reviewing returns already filed, and how recovering overpaid tax frequently funds a meaningful part of the engagement.
Read on Economic Insider (opens in a new tab) -
The OBBBA Bonus Depreciation Change Explained: What AE Tax Advisors Wants Business Owners to Understand
How the One Big Beautiful Bill Act restored 100% bonus depreciation permanently, and why the acquisition date matters more than most owners realize.
Read on Celebrity News (opens in a new tab) -
How AE Tax Advisors Helps Attorneys with High-Income Tax Strategy
Tax planning for law firm partners and practice owners, covering entity structure, deferred compensation, and the specified service business limits under Section 199A.
Read on CEO Weekly (opens in a new tab) -
Reasonable Compensation Analysis for S-Corp Owners and How AE Tax Advisors Sets Defensible Salary Levels
Why there is no 60/40 rule, and how reasonable compensation is priced from market wage data rather than chosen as a percentage of profit.
Read on E Monthly News (opens in a new tab) -
How AE Tax Advisors Approaches Bookkeeping and Financial Statement Preparation for Business Owners
Why timely, accurate books are a prerequisite for planning rather than a separate service, and what monthly reconciliation makes possible.
Read on Entertainment Post (opens in a new tab) -
Understanding the $7,800 AE Tax Advisors Advisory Engagement: What's Included and Why It's Structured This Way
A breakdown of the advisory engagement: the three-year lookback, the IRC-cited plan, implementation support, and why the fee is published rather than quoted.
Read on Famous Times (opens in a new tab) -
Retirement Plan Design for Business Owners and How AE Tax Advisors Approaches Deductible Contributions
How cash balance and defined benefit plans allow six-figure deductions, and why the contribution scales with the owner's age rather than income alone.
Read on Wall Street Times (opens in a new tab) -
How AE Tax Advisors Coordinates with Clients' Local CPAs and Attorneys
How an advisory engagement works alongside an existing accountant or attorney rather than replacing the relationship.
Read on Influencer Daily (opens in a new tab) -
Estate, Trust, and Wealth Transfer Planning: How AE Tax Advisors Helps High-Net-Worth Clients Protect Generational Wealth
Coordinating income tax strategy with transfer tax planning, and why the basis step-up shapes decisions about holding versus selling appreciated assets.
Read on LA Wire (opens in a new tab) -
IRS Audit Defense: How AE Tax Advisors Represents Clients Before the Internal Revenue Service
What representation under a power of attorney involves, how examination scope is controlled, and why contemporaneous documentation decides outcomes.
Read on Market Daily (opens in a new tab) -
Section 179 Expensing: How AE Tax Advisors Helps Business Owners Deduct Equipment Purchases Immediately
When Section 179 beats bonus depreciation, including roofs and HVAC on nonresidential buildings that bonus depreciation cannot reach.
Read on Music Observer (opens in a new tab) -
Entity Restructuring Strategy: When AE Tax Advisors Recommends Converting Between LLC, S-Corp, and C-Corp
The thresholds that justify an S election, when a C-Corp makes sense, and why appreciating real estate rarely belongs in either.
Read on Texas Today (opens in a new tab) -
Multi-State Tax Planning: How AE Tax Advisors Helps Clients Navigate Cross-Jurisdictional Income
Nexus, apportionment, and residency for clients earning across state lines, including pass-through entity tax elections that restore a federal deduction.
Read on Miami Wire (opens in a new tab) -
Form 3115 Catch-Up Depreciation: How AE Tax Advisors Recovers Missed Tax Benefits Without Amending Returns
How a change in accounting method reaches back to the placed-in-service year with no statute of limitations cap, claimed as a single Section 481(a) adjustment.
Read on Real Estate Today (opens in a new tab) -
Bonus Depreciation Under OBBBA: What AE Tax Advisors Want Real Estate Investors to Understand
What permanent 100% bonus depreciation means for property acquisitions, and why the deduction is worthless if the passive activity rules suspend it.
Read on San Francisco Post (opens in a new tab) -
Real Estate Professional Status: How AE Tax Advisors Helps Investors Qualify Under IRC 469
The two statutory tests under Section 469(c)(7), why the more-than-half test defeats most high earners, and what documentation survives examination.
Read on Portland News (opens in a new tab) -
Why AE Tax Advisors Built a Virtual Advisory Model for Nationwide Service
Why a firm headquartered in Billings, Montana serves clients in every state, and how a virtual model changes access to specialized planning.
Read on NetWorth (opens in a new tab) -
Equity Compensation Strategy: How AE Tax Advisors Helps Tech Professionals Navigate RSUs, ISOs, and Deferred Comp
Planning around restricted stock units, incentive stock options, and deferred compensation for technology professionals with concentrated equity.
Read on NY Weekly (opens in a new tab) -
Tax Strategy for Physicians: How AE Tax Advisors Helps Doctors Reduce High Marginal Rates
Why physician income is difficult to shelter, and how real estate, retirement plan design, and entity structure create deduction capacity.
Read on NY Wire (opens in a new tab) -
AE Tax Advisors on When to Consider S-Corporation Status
The profit threshold where an S election starts paying for itself, and the compliance costs and Section 199A interaction that can reverse the answer.
Read on US Reporter (opens in a new tab) -
Why Tax Preparation Is Not Tax Planning and the Distinction AE Tax Advisors Is Built Around
Preparation reports what already happened; planning changes what happens. Why nearly every meaningful strategy has a deadline before year end.
Read on Voyage NY (opens in a new tab) -
How AE Tax Advisors Helps Investors Qualify for Active Loss Treatment
How the short-term rental exception and material participation tests convert suspended passive losses into deductions against wage income.
Read on The Chicago Journal (opens in a new tab) -
How AE Tax Advisors' Three-Year Tax Lookback Can Help Identify Potentially Missed Deductions
How reviewing three years of filed returns surfaces overlooked deductions, misapplied depreciation, and credits that can still be recovered.
Read on US Insider (opens in a new tab)
Media Inquiries
For interview requests, expert commentary on tax legislation, or background on cost segregation, depreciation strategy, entity structuring, or IRS procedure, contact us at team@aetaxadvisors.com or (631) 614-5762. AE Tax Advisors Team is available for comment on federal tax matters affecting business owners and real estate investors.
Talk Through Your Situation
Every situation turns on its own facts. Schedule a discovery call and we will walk through what applies to you, what it is worth, and what it would take to put it in place.