Real Estate Tax
1031 exchanges, cost segregation, and passive-loss strategies — optimized for investors at every portfolio stage.
Real-estate investors leave more money on the table than any other client segment we work with. Cost-segregation studies unlock accelerated depreciation. 1031 exchanges defer capital gains indefinitely. Real-estate-professional status can flip passive losses into active offsets against W-2 income.
We coordinate the whole stack: engineer-reviewed cost-seg reports, qualified-intermediary handoff for 1031s, passive-activity grouping elections, and the annual Form 8582 modeling that keeps everything defensible under audit.
The cost-seg on our Frisco apartment complex generated $340K of first-year depreciation. It funded our next down payment.
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Book a 30-minute strategy session with a licensed CPA. No pressure, no cost — just a clear next step.