Real Estate Tax Advisory
Where strategy meets structure
Depreciation, cost segregation, and 1031 exchanges are some of the most powerful — and most underutilized — tax strategies available to real estate investors. Used together and timed correctly, they don't just defer taxes: they eliminate them. We model the full picture so every decision is made with complete visibility.
What We Do
Engineering-based asset reclassification that moves depreciable lives from 39 years to 5, 7, and 15 — unlocking accelerated deductions in Year 1 and beyond.
§1031 exchanges, DSTs, opportunity zones, and estate planning layered together to convert deferred tax liability into permanent savings.
Not all states play by federal rules. We model bonus depreciation addbacks, §1031 clawback exposure, and multi-state portfolios so there are no surprises at filing.
Our Process
Most tax advisors hand you a return and disappear until next April. We work differently — your portfolio gets proactive attention throughout the year, with structured touchpoints designed around how real estate investors actually make decisions: as opportunities surface, as markets shift, as properties are acquired or sold.
Every engagement is tailored. Whether you have two rentals or twenty, the cadence and depth of service scales to match your complexity and goals.
We start with a structured review of your entire portfolio — acquisition dates, purchase prices, depreciable basis, existing depreciation schedules, entity structure, and tax profile. This baseline is what everything else is built on, and most clients discover missed opportunities just in this step.
Each quarter you receive a personalized report covering your portfolio's tax position, updated projections based on any acquisitions, dispositions, or legislative changes, and recommended actions before the next filing window. Written in plain language — no jargon, no filler. Just what matters for your situation.
A focused 30-minute session to discuss what's on your plate — a property you're considering, a 1031 you're timing, a bonus depreciation election decision, or just questions from your CPA's latest correspondence. No agenda required. You bring what's live and we work through it together.
When you're ready to sell, exchange, or restructure, we model the full exit — recapture exposure, 1031 timelines, DST options, opportunity zone reinvestment, and estate planning considerations. The goal is always to convert deferred tax liability into something better: eliminated, reinvested, or stepped up.
Cost Seg ROI Analyzer
Add properties, select your state, toggle bonus depreciation, and see Year 1 savings, cumulative benefit, and recapture exposure — all adjusted for state conformity.
Before deploying any of these strategies — or recommending them to clients — understand the mechanics, traps, and timing requirements.
State conformity data — 2025 tax year. Verify annually.
| State | Income Tax | Bonus Depr. | MACRS | §1031 | Clawback |
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