For real estate investors, the final months of the year are one of the most important planning windows available. Decisions made before December 31, about depreciation, repairs, passive losses, entity structure, and potential sales or exchanges, can significantly affect tax outcomes. Once the year closes, many of those options are gone. Here is what to review before time runs out.
Filing your 2025 tax return marks the end of last year’s compliance process, but it also marks the beginning of this year’s planning opportunity. With your numbers finalized, you now have a clear picture of what worked, what changed, and what needs attention before December 31. For investors, partnership interest owners, and individuals with complex income, a post-filing review is one of the most productive conversations of the year.
Energy-related tax incentives have been a popular planning tool for real estate owners, developers, and builders, helping offset the cost of high-efficiency HVAC, building envelope upgrades, solar projects, and energy-efficient new construction. The challenge today is...
Rental days are only part of the equation. Learn how personal use, guest stays, expenses, and services can affect the tax treatment of a vacation home or short-term rental.
Key Takeaways The 2025 Act restored 100% bonus depreciation for qualifying property acquired and placed in service after January 19, 2025. QIP remains one of the most important real estate depreciation opportunities, especially for commercial interior improvements....
Choosing the Right Retirement Account for Your Situation Key Takeaways Compare tax rates now and later. Pretax accounts may be appealing when current tax rates are high; Roth accounts may be attractive when future tax rates are expected to be higher. Coordinate IRA...
Cost segregation is not only for newly acquired, constructed, or renovated properties. Real estate owners who have been depreciating an entire building over long recovery periods may still be able to perform a retroactive “look-back” cost segregation study to identify...
Once your tax return is filed, it is natural to feel a sense of relief and move on. From a planning perspective, this is one of the most important windows of the year. Your numbers are fresh, your outcomes are clear, and you have time to make meaningful changes that...
With the April deadline behind us, most taxpayers fall into one of two categories: those who filed their returns, and those who requested an extension. While both are common, they come with different implications and opportunities. If You Filed Your Return Filing your...
One of the most important decisions real estate investors face is how to hold title to their properties. While owning property in your personal name may seem simple, many investors choose to use a Limited Liability Company (LLC) for added protection and flexibility....