About the Event
How Real Estate Investors Maximize Their Tax Position Strategic Deal Timing, Depreciation Planning and Smarter Tax Positioning
Mid-year is one of the most powerful times for real estate tax planning. In this July 15 webinar, we break down how strategic acquisition timing, cost segregation, depreciation acceleration, and coordinated income planning can significantly increase your true return on investment. Whether you own long-term rentals, short-term rentals, or small multifamily properties, this session will show you how to align your deals with your income for maximum tax efficiency before year-end decisions lock in.
What We Will Cover
- Why closing timing can materially impact your tax outcome
- December vs January acquisition and sale strategies
- How placing property in service affects depreciation eligibility
- How to align purchases with high-income years
- Cost segregation fundamentals and accelerated depreciation strategy
- Bonus depreciation phase-down considerations
- When straight-line depreciation may be more strategic
- Sale timing strategies including 1031 exchanges and installment sales
- Coordinating W2, business income, flips, and rentals
- Passive vs non-passive rules and Real Estate Professional Status considerations
- Real-world examples of strategic mid-year adjustments
What You Will Learn
- How to time acquisitions to offset peak income years
- When to accelerate depreciation and when to spread it out
- How cost segregation can create significant first-year deductions
- How sale timing can influence capital gains brackets
- How to coordinate your entire income picture, not just individual properties
- How to run mid-year projections to prevent year-end surprises
- Clear steps to take before your next closing
