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Become a Client
What We Do
Tax Strategy
Virtual CFO
Outsourced Accounting
Tax Preparation
Virtual Workshops
Education
Blog
Podcast
Videos
Webinars
Knowledgebase
About Us
Our Work
Your Team
FAQ
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A Knowledgebase Built for Real Estate Investors
Passive Investors
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Passive Investors
Prohibited Transactions for Retirement Plans
Net Investment Income Tax
Questions to Ask the Deal Sponsor Prior to Investing in a Syndication
Tax Benefits When Investing in a Syndication
How Investing in a Real Estate Syndication Works
Table of Contents
Syndicates & Funds
Capitalization Policy
Partnership Technical Terminations
Landlords
Passive Activity Loss Rules and Limitations
Suspended Passive Losses
Tenancy in Common (TIC)
When Rentals Qualify as a Business
When Rentals do not Qualify as a Business
How to Prove Your Landlording Business is "For Profit"
Entities Landlords Should Use
Units of Property in a Rental Property
Avoid Estate Taxes with the Stepped Up Basis Rules
Safe Harbor for Small Taxpayers
Routine Maintenance Safe Harbor
De Minimis Safe Harbor
Placing a Property Into Service
How to Treat Non-Payment of Rent and Vacancies
Net Investment Income Tax
The Tax Impact of Security Deposits
How to Treat Disposal Costs of Building Components
Classifying Expenses as Repairs vs. Improvements
Deducting the Costs of a Partial Disposition
Calculating Net Taxable Income from Rental Properties
Calculating the Land and Building Value of Your Rental Property
Avoiding the Real Estate Dealer Status
Qualifying as a Real Estate Professional and Deducting Passive Losses
20% Pass-Through Deduction (199A) for Landlords
Flippers, Developers, and Brokers
Tests to Determine Employee vs Independent Contractor
Independent Contractor Defined
Common Law Employees
Benefits of the S-Corporation Election
FICA Taxes (Self-Employment Taxes)
Passive Investors
Prohibited Transactions for Retirement Plans
Net Investment Income Tax
Questions to Ask the Deal Sponsor Prior to Investing in a Syndication
Tax Benefits When Investing in a Syndication
How Investing in a Real Estate Syndication Works
State and Local Taxes
Alabama
AL Residency
AL Military
AL Contact Information
AL Tax Filing Information
AL City and Local Taxes
Arizona
AZ Residency
AZ Military
AZ Contact Information
AZ Tax Filing Information
Arkansas
AR Residency
AR Military
AR Contact Information
AR Tax Filing Information
California
CA Residency
CA Military
CA Contact Information
CA Tax Filing Information
CA City and Local Taxes
Colorado
CO Residency
CO Military
CO Contact Information
CO Tax Filing Information
Connecticut
CT Residency
CT Military
CT Contact Information
CT Tax Filing Information
Delaware
DE Residency
DE Military
DE Contact Information
DE Tax Filing Information
New York
NY Residency
NY Military
NY Contact Information
NY Tax Filing Information
NYC Tax Filing Information
North Carolina
NC Residency
NC Military
NC Contact Information
NC Tax Filing Information
General Tax Guidance
Flexible Health Insurance with Health Reimbursement Arrangements (HRAs)
Qualified Small Business Stock - 5 Year Hold Period
Contributing to Traditional and Roth IRAs
Why Passive Income Beats Earned Income
Marginal Tax Rate
Effective Tax Rate
Requirements to Deduct Business Expenses
401(k) and Solo 401(k) Plans
Disqualified Persons for Retirement Plans
Controlled Groups
Affiliated Service Groups
Green Card Holders and U.S. Taxation
FAQ
What is Depreciation?
Can a Solo 401(k) Invest in TICs?
When should I use an attorney vs a CPA?
When Should I Hire a Professional to Take Over?
What is a Solo 401(k) and SDIRA?
How much should I expect to pay a CPA to help me?
Can a CPA Set Up an Entity for Me?
Can I have a Solo 401(k) if I have employees?
