Real Estate Investors
Tailored tax planning for real estate investors.
AE Tax Advisors works with real estate investors to design proactive, compliant tax strategies that reduce overall tax liability. Our advisory process is built for high-income professionals who need more than basic tax preparation.
Our Approach
We start with a comprehensive 3-Year Tax Lookback to identify missed opportunities, then build a forward-looking plan tailored to your specific income, investments, and goals.
Frequently Asked Questions
What is real estate professional status?
If you qualify, you can deduct real estate losses against other income. Requirements are strict: material participation + 50% of income + 750+ hours. We help you document it.
Can I use losses to offset other income?
Yes, if you're a real estate professional or meet passive activity rules. If not, losses carry forward indefinitely. We strategize the best approach.
What's the difference between depreciation and cost segregation?
Standard depreciation is 27.5 years for residential, 39 for commercial. Cost segregation accelerates to 5-15 years. Cost seg studies reclassify components.
How does a 1031 exchange work?
Exchange one investment property for another within 45/180 days to defer all capital gains taxes. Strict rules apply. We ensure compliance.
Should I hold properties in my business or separately?
Structure affects liability, taxes, and estate planning. We analyze your portfolio and recommend optimal entity structure.