For real estates
Tax planning for real estate owners, built around your facts.
Real estate operators carry a tax position that depends on basis, depreciation, entity structure, and disposition planning. Each new acquisition resets some of those levers. Without a planner watching the whole portfolio, value leaks at the edges between properties.
Strategies that fit
4 of the tax strategies tend to apply here.
Each one is a public-knowledge tax provision. Whether it actually applies to your facts is the work of a planning engagement.
- 02
Cost Segregation
Reclassifies real estate components into shorter depreciation schedules to accelerate tax deductions.
Why it fits real estate owners: The core real estate planning lever. Reclassifying short-life components accelerates deductions in the early years of ownership.
- 03
Entity Optimization
Structuring business entities (S-corp, C-corp, LLC, partnership) for optimal tax treatment.
Why it fits real estate owners: Partnerships, LLCs and series structures change passive activity treatment, basis and exit planning.
- 04
Income Shifting
Legally redistributing income across family members or entities to lower aggregate tax exposure.
Why it fits real estate owners: Family limited partnerships and intra-family loans at the applicable federal rate move income across brackets.
- 08
Charitable / Trust Planning & Other Advanced Strategies
Donor-advised funds, charitable remainder trusts, dynasty trusts, and related estate-and-tax planning structures.
Why it fits real estate owners: Charitable remainder trusts allow appreciated property to be sold inside the trust without immediate capital gain.