For real estate operators
Your portfolio is producing. Your depreciation is not.
Real estate is the most tax-advantaged asset in the code, and most operators capture a fraction of it. Cost segregation, grouping elections, and basis planning are the difference between a good year and a good decade.
What we usually find
- Properties held personally with no entity or liability plan
- No cost segregation study ever performed on the largest assets
- Passive loss rules quietly stranding deductions you already earned
- Refinances and 1031s planned after the fact instead of before
The moves that matter
Cost segregation where it pays
Front-load depreciation on the assets large enough to justify the study, and document it properly.
Grouping and material participation
The election that decides whether your losses are usable this year or banked for later.
Plan basis before the deal
Refinance, exchange, and disposition decisions are cheap to structure early and expensive to fix late.
Case 8 · Multi-entity owner: operating, rental, real property · Six properties, three entities
The biggest saving was already in the filed returns
$176,932 in year one
$119,150 a year thereafter, about $1.43 million over ten years. The biggest line, $57,782, came from depreciation understated on returns already filed.
Read the full caseResults vary. Past results do not guarantee a similar outcome.
Estimator
An owner like this overpays about $125,000 a year
That is the example below: a $4M business paying $520,000 in total tax. Replace it with your own numbers and the range updates instantly.
Likely annual range
$104,000 to $146,000
That is 20 to 28% of what you paid, the band Brian typically works within for owners at this level. The only way to know your number is to have the return and structure reviewed.
Estimate only. Not tax advice and not a guarantee of results.
Not ready for a paid consult? Start with the curriculum: forty-eight courses across eight tracks, taught by Brian.
Most real estate operators start with the Tax Impact Audit.
$2,500 one-time. Full review of returns and structure, with dollar-sized opportunities.