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Insights on Real Estate Tax & Accounting
Stay up to date on the latest tax strategies and accounting best practices for real estate investors.

Why Working With a Real Estate Investor–Friendly CPA Matters More Than You Think
If you invest in real estate long enough, you eventually learn something the hard way: not every CPA understands real estate.And when your tax strategy depends on depreciation schedules, cost

Should You Create an LLC for Your Rental Property? Here’s What to Know
Creating an LLC (Limited Liability Company) for your rental property can protect your personal assets, simplify ownership, and add credibility with lenders and tenants. But it’s not always necessary –

Essential Financial Systems to Have in Place Before Launching Your Real Estate Fund
If you’re about to launch a real estate fund, it’s tempting to dive straight into sourcing deals, raising capital, and structuring. But here’s the thing: investors and limited partners (LPs)

Why Real Estate Funds & Syndications Must Hire a CPA
1. Introduction: Don’t Underestimate a CPA for Real Estate Funds Running a real estate fund or syndication is not just about finding deals, raising capital, and managing property. The tax,

Tax Planning Opportunity for Real Estate Investors – Higher SALT Deduction Limit
Congress recently passed the One, Big, Beautiful Bill Act (OB3) in July 2025, and it brings a major change that could provide tax planning opportunities for real estate investors and owners.
The One, Big, Beautiful Bill Act: What It Means for Qualified Opportunity Zone Funds
The rules for Qualified Opportunity Zones (QOZs) just got a massive overhaul. The One, Big, Beautiful Bill Act (OBBBA) makes the program permanent, introduces new benefits for rural investments, and

Do I Need an LLC for My Real Estate?
If you’re investing in real estate — whether it’s your first rental or your fiftieth flip — chances are you’ve wondered:“Do I Need an LLC for My Real Estate?” The

How to Navigate IRS Audits as a Real Estate Professional
The moment you see that IRS audit notice in your mailbox, your heart skips a beat. As a real estate professional, you face unique scrutiny from the IRS due to

How to Record a Step-Up in Basis (Real Estate Partnerships)
When you’re deep into real estate partnerships, understanding how to record a “step-up” in basis isn’t just good accounting, it’s smart tax strategy. If you’ve ever heard someone mention a
