Depreciation timing, 1031 exchange structuring, cost segregation studies, and passive loss management — real estate tax planning is a specialty. Make sure you have a specialist.
Real estate investors face a unique combination of opportunities and complexity. The tax code is unusually favorable to real estate — but only if you structure correctly, time strategically, and document meticulously.
Several of our partners have spent decades serving real estate investors, developers, and operators in Central Florida. We understand the mechanics of residential rental portfolios, commercial holdings, development projects, and real estate partnerships.
Schedule a Consultation →Steve has worked with real estate investors and developers across Central Florida for over 25 years. His expertise includes residential and commercial portfolios, development projects, and complex real estate structures.
A 1031 exchange allows you to defer capital gains taxes when you sell an investment property by reinvesting the proceeds into a “like-kind” replacement property within specific timeframes (45 days to identify, 180 days to close). Proper execution requires a qualified intermediary and careful compliance with IRS rules — mistakes can disqualify the exchange.
A cost segregation study reclassifies components of a real estate acquisition from 27.5-year or 39-year depreciation to 5, 7, or 15-year schedules — significantly accelerating your depreciation deductions. For a commercial property, the upfront tax savings can be substantial.
Passive activity rules limit your ability to use real estate losses against ordinary income. However, exceptions exist — including the $25,000 passive loss allowance for active participants with income under $150,000, and the real estate professional election for investors who spend more than 750 hours annually in real estate activities. We help you qualify for the best treatment and maximize your deductions.
Schedule a free conversation. We’ll match you with the right partner and tell you exactly how we can help.