Real estate has some of the most powerful advantages in the entire tax code. But they only work if someone is actively using them, and most investors are leaving a lot on the table.
Get My Free Tax PlanOwning rentals should lower your tax bill, not just add to your income. Depreciation, cost segregation, short term rental rules, and real estate professional status can turn your portfolio into a tax advantage. Used wrong, or not used at all, they do nothing.
I work with investors across Utah and Idaho to plan every purchase, sale, and year end around the strategies that fit. We make sure the paperwork, the hours, and the numbers are all there to back it up.
A cost segregation study breaks a property into parts that depreciate faster, which can create large deductions in the early years of ownership. We help you decide which properties are worth a study and when.
Short term rentals with a short average guest stay, where you materially participate, can be treated differently from regular rentals. Done right, those losses may offset other income. We make sure you meet the tests and document them.
If you or your spouse qualify as a real estate professional and materially participate in your rentals, rental losses can offset W2, business, or commission income. We track it and set it up to hold up.
Selling a property doesn't have to mean a big tax bill. A 1031 exchange lets you defer gain by rolling it into a new property. We plan the timeline with you before you list.
How you hold your properties affects liability, taxes, and what happens when you sell. We review your setup and coordinate with your attorney where needed.
The best tax moves happen before you sign. We plan acquisitions and dispositions around your income for the year so each deal lands where it helps most.
If the average guest stay at your property is short enough and you materially participate in running it, the IRS doesn't treat it as a typical passive rental. Combined with cost segregation, that can create losses that offset other income. The rules are specific, so we confirm you qualify before you rely on it.
For many properties, yes, especially larger or higher value ones. For smaller properties the study cost can outweigh the benefit. We look at the numbers on each property before recommending one.
Sometimes. It depends on your income level, whether you or your spouse qualify as a real estate professional, and how involved you are in the properties. We map out exactly what applies to you.
No pitch, no obligation. Just a clear look at what a real plan could save you.
Get My Free Tax Plan