Tax Planning for Real Estate
Builders, landlords, build-and-hold investors and syndicators have access to some of the most powerful planning tools in the tax code. We help you use them deliberately, property by property and deal by deal.
Every property is a tax decision.
Real estate taxes reward planning. When you buy, how you hold, when you improve and how you sell all change the outcome, and most of those choices are made long before a return is filed.
We work with developers, builders, landlords and syndication sponsors and investors to make sure depreciation, passive loss rules and exit strategy are planned from the start.
Bring these questions to your free call.
We speak your language.
A focused client base means we already understand how your income, entities and decisions work.
Construction
Builders and contractors, including build-to-sell projects.
Rental portfolios
Residential and commercial landlords, from a few doors to many.
Build-and-hold
Developers who build and keep properties for the long term.
Syndication sponsors
Sponsors structuring and operating syndicated deals.
Passive investors
Limited partners investing through syndications.
Property entities
LLCs and partnerships holding real estate.
Where planning makes the biggest difference.
These are the strategies we review most often with clients like you.
Cost segregation & depreciation
Accelerating deductions on new and existing properties.
Passive activity & REPS
Planning around passive loss rules and real estate professional status.
1031 exchanges
Deferring gains and timing dispositions strategically.
Construction accounting
Revenue recognition and job costing for builders.
Entity structure
Holding properties in the right entities for liability and tax.
Syndication planning
Deal-level structure for sponsors, and clear K-1 planning for investors.
The services that matter most.
Every engagement is tailored, but these are the services clients in this group use most.
Real estate tax planning from Sherwood and Gresham to Boise and Orange County.
We work with builders and developers in Sherwood, Gresham and Hillsboro, landlords with rental portfolios across the Portland area, and investors with properties in Boise and Orange County.
Owning property in more than one state means filing in more than one state. We coordinate Oregon, Idaho and California returns so nothing is missed.
Builders and build-and-hold developers planning depreciation from the start.
Rental portfolios and cost segregation on newer properties.
Investors adding Idaho properties and the Idaho returns that come with them.
Syndication sponsors and passive investors with California-source rental income.
Common questions.
Every situation is different. A free call is the fastest way to get a straight answer.
What is cost segregation?
A study that separates parts of a building, such as fixtures and land improvements, into shorter depreciation lives. It can accelerate deductions significantly on larger properties.
What is real estate professional status?
A status under the tax code that, if you qualify and materially participate, can allow rental losses to offset other income. The requirements are strict and documentation matters.
Can you help with a 1031 exchange?
Yes. We help you understand the tax impact and the timeline, and we coordinate with your qualified intermediary.
Do you work with passive investors in syndications?
Yes. We help limited partners understand their K-1s, passive losses and state filing obligations.
Do you work with real estate investors who own property in Boise or Orange County?
Yes. Many of our real estate clients own property outside Oregon, especially in Boise and Orange County. We plan depreciation, passive losses and 1031 exchanges across the whole portfolio and prepare the Idaho and California returns.
Plan your next move with a trusted advisor.
A free, no-obligation call with Amit to talk through your situation and goals.