The Four Calls Your CPA Wants Beforehand

There are four conversations every real estate investor should have with a tax strategist before acting. First: before you buy, because ownership, entity structure, financing, and depreciation decisions begin immediately. Second: before you sell, because a 1031 exchange or gain-planning strategy usually cannot be created after closing. Third: before you renovate, because documentation and the distinction between repairs and improvements can materially change the tax result. Fourth: before you refinance, because the use of the proceeds may affect deductibility and planning. My Ted Take: the earlier your advisor enters the conversation, the more choices you usually have—and choices are where tax planning creates value. Subscribe for practical, year-round tax planning for real estate investors. #TedTalksTax #RealEstateInvesting #TaxPlanning

Added 13 Aug 2026