Investing in Real Estate? Don’t Overlook Tax Strategy

Schedule a Discovery Call with Pinnacle Financial Services: https://pinfin.cpa/book Investing in real estate can be a powerful way to build wealth, but without a proactive real estate tax strategy, investors may pay more in taxes than necessary. In this video, Lisa Marie Odeja, CPA, EA, former federal auditor, discusses tax planning for real estate investors and several areas that can affect your tax results, including rental property losses, depreciation, cost segregation, entity structure, documentation, and the difference between tax preparation and proactive tax planning. If you are involved in real estate investing or own rental property, having a clear tax strategy for real estate investors can help you make better planning decisions and avoid missing valuable tax-saving opportunities. You’ll learn why: • A rental real estate loss may not immediately reduce your other taxable income • Accelerated depreciation is not automatically the best rental property tax strategy • An LLC or other entity does not automatically create tax savings • Tax preparation and tax planning are very different • Documentation matters when implementing defensible tax strategies The goal is not simply to find deductions. The goal is to understand when a deduction may provide the greatest benefit, whether you can actually use it, and how it fits into your broader real estate tax strategy. Download our free e-book: https://pinfin.cpa/taxguide If you found value in this video, please subscribe so you can hear more tax strategies like this. The best tax strategies aren’t just effective, they’re defensible. At the end of the day, it’s not what you can take, it’s what you can keep. Disclaimer: This video is for general educational and informational purposes only and is not intended to provide individualized tax, legal, accounting, or financial advice. Tax laws and individual circumstances vary, and the strategies discussed may not apply to every situation. #RealEstateTaxStrategy #R