Tax Planning For Real Estate Investors, Construction Companies and High Income Earners
We engineer proactive strategies that maximize after-tax wealth:
• Cost Segregation Studies
• 1031 Exchanges (Traditional/Delayed/Reverse/Defective)
• Real Estate Professional Status (REPS)
• Short-Term Rental strategies
• Energy Credits: 179D/45L
• SALT Cap Planning & Entity Structuring
• Estate & Generational Wealth Transfers
• Short-Term Rental Opportunities
Taxes don't have to be your largest expense
Taxes often represent 30-50%+ of your annual income and many real estate investors never receive proactive tax planning from their CPAs.
We review 1,000s of real estate investor tax returns each year from prospective clients and over 80% of them have errors or missed opportunities.
If you are serious about scaling your portfolio, it's time to upgrade your CPA team.
How Tax Strategy Works With Us
Kick-Off Call
Meet your Accounting Advisor to discuss your business, engagement expectations, timeline, and transfer of the information required to complete your engagement.
Strategy Calls
We will educate you on tax strategies we recommend so you fully understand the tax benefits. Learn how to take advantage of the Tax Code and get your questions answered.
Tax Plan Implementation
Your personalized plan on tax reduction strategies. Our recommendations and action steps for implementation will be documented here so that you can reflect back on them at any time to keep your plan on course.
Minimize Your Tax Bills
You can count on our tax strategy service to provide you with a plan to minimize tax bills and ensure you're not missing out on major opportunities for tax savings. Our clients generally recoup their investment in 1-3 years.
Ready to get started?
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
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Disclaimer:
Strategic Planning Advisors, LLC provides tax advisory, CFO, and IRS resolution services.
Information provided on this site is for educational purposes only and does not constitute formal tax, legal, or investment advice. Please consult your advisor before making financial decisions.
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