Tax & Finance
Insights That Pay Off

Cost segregation, bonus depreciation, 1031 exchanges, entity structuring — most investors leave tens of thousands on the table. Here's what we fix first with new real estate clients.

Cost segregation reclassifies building components into shorter depreciation categories, front-loading deductions worth $30K–$100K+ in year one. Who qualifies, how it works, and whether the ROI makes sense for your property.

Bonus depreciation is phasing out — 20% in 2026, then zero in 2027. Here's the full timeline, how it connects to cost segregation, and why this year is the last meaningful window before it disappears.

Which entity is right for your rental portfolio? LLC, S-Corp, LP, and Series LLC compared — with a $1.2M worked example showing the tax difference and when each structure makes sense.

When you sell a rental property, the IRS taxes every depreciation deduction you claimed — at up to 25% federal. A $500K worked example, the Section 1250 rules, and strategies to defer or eliminate your exposure.

Defer capital gains and depreciation recapture indefinitely with a like-kind exchange. The 45/180-day timelines, types of exchanges, a $800K worked example showing $142K in deferred taxes, and when not to use one.