The Right Structure Saves You Thousands. We Get the Structure Right.
Tax planning must be built into the investment structure from the beginning. The difference between proper and poor tax structure: $10K–$30K+ in Year 1 alone.
Tax-Optimized Structuring
Entity selection, depreciation strategy, K-1 preparation, and tax-optimized structuring
Coordinated with your personal CPA
Tax Planning Services
| Service | What It Means for You |
|---|---|
| Entity selection | Optimal structure (single-member LLC, multi-member, S-Corp) based on strategy, state, and tax situation |
| Strategy-specific tax planning | Flip: capital gains timing. Hold: depreciation. STR: active business classification |
| Cost segregation coordination | $3K–$5K study accelerating depreciation into Year 1 |
| 100% bonus depreciation planning | IRC §168(k), permanently restored (OBBBA) — cost-segregated components fully expensed Year 1 |
| STR material participation rules | IRC §469, 100+ hours — structuring for active loss treatment |
| K-1 preparation & delivery | Annual K-1 forms accurate and on-time |
| Estimated tax calculations | Quarterly guidance so no surprises at filing |
| Depreciation schedule management | Ongoing tracking of depreciable assets across all strategies |
| Coordination with your CPA | Working alongside your personal tax preparer — not replacing them |
Strategy-Specific Tax Advantages
Your tax situation depends on your chosen investment strategy. Our tax strategist tailors planning to each approach.
Flip Strategy
- Short-term capital gains optimization
- Expense capitalization strategy
- Closing date timing
Hold Strategy
- Long-term depreciation schedules
- Cost segregation studies + 100% bonus depreciation
- 1031 exchange eligibility
STR Strategy
- Active business classification (avg stays <7 days)
- $60K–$90K Year 1 depreciation deductions ($278K property)
- Material participation (100+ hours) — losses offset W-2 income
- $19K–$33K Year 1 tax savings at 32–37% rate
STR Tax Advantage — Key Numbers
100% bonus depreciation permanently restored under OBBBA (July 2025). The STR loophole remains fully intact with no scheduled expiration.
$60K–$90K
Year 1 depreciation deductions on a $278K STR property with cost segregation
$19K–$33K
Year 1 tax savings at 32–37% marginal rate — losses offset W-2 income
What You See in Your Portal
K-1 documents, depreciation schedules, entity records, and tax calendar — all in your portal. Your tax strategist coordinates with your personal CPA.
K-1 Documents
Annual K-1 forms prepared and ready for your accountant
Depreciation Schedules
Full depreciation tracking across all strategies
Entity Records
Entity information, tax classification, and formation documents
Tax Calendar
Upcoming deadlines for K-1s, estimated taxes, and filings