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 defer, decrease, and even eliminate taxes. We map the variables that matter to model pivotal decisions and proactively minimize risk.
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
We offer detailed, data-driven analyses — resulting in substantial savings and strategy that stands the test of time. We are engaged year-round at structured touchpoints for real estate decisions tailored to your situation, ensuring timely implementation for tax efficiency.
A structured review of your full portfolio — acquisition dates, depreciable basis, existing schedules, entity structure, and tax profile. Most clients discover missed opportunities in this step alone.
A personalized report covering your portfolio's tax position, updated projections based on any acquisitions or dispositions, legislative changes, and clear action items before the next filing window.
A focused 30-minute call to work through what's live — a property you're eyeing, a 1031 you're timing, a bonus election decision, or questions from your CPA's correspondence. No agenda required.
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 step-up planning.
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 |
|---|