Tax Strategy
17 articles on tax strategy for real estate investors.
Cost Segregation and 1031 Exchanges (2026): How Depreciation Carries Over and When a Study Still Pays
A 1031 exchange defers gain, but your depreciation story gets more complicated. Learn how carryover vs. excess basis works, where recapture can bite, and when a cost segregation study on the replacement property still pays.
Real Estate Professional Status and Cost Segregation
Real estate professional status is what lets a cost segregation study's paper loss offset W-2 income. The two tests, the grouping election, and a worked $800K example.
Cost Segregation Year-End Tax Planning 2026: Your Dec 31 Checklist
Placed in service by December 31, 100% bonus depreciation, and a look-back plan if you missed October 15. Here's the year-end cost segregation playbook for 2026.
Cost Segregation for Multifamily Apartments
One cost segregation study covers every unit in a multifamily building. See typical reclassification rates, a $2M worked example, and first-year tax savings.
Section 179 vs Bonus Depreciation for Real Estate Investors
Section 179 and bonus depreciation both offer first-year write-offs but differ on income limits, caps, and real estate eligibility. Learn when to use each.
October 15 Cost Segregation Deadline for 2025 Returns
Filed a tax extension? October 15, 2026 is the final deadline to get a cost segregation study on your 2025 return — and claim 100% bonus depreciation.
Cost Segregation for Restaurants: What Qualifies and What Doesn't
Restaurants are some of the best cost segregation candidates in commercial real estate — kitchens, bars, and decor reclassify into 5-year property, site work into 15-year. Which components qualify, the decorative-vs-structural test that decides the savings, and a worked $1.2M example.
Depreciation Recapture on Rental Property, Explained
Selling a rental? Depreciation recapture can take back part of your past tax savings. Learn how Section 1245 and 1250 rules tax recaptured depreciation.
Cost Segregation in 2026: 100% Bonus Depreciation Is Back (OBBBA Changes Explained)
The bonus depreciation phase-down is over. The One Big Beautiful Bill Act permanently restored 100% bonus depreciation — here's what changed, who qualifies, and why 2026 is the best year ever for cost segregation.
Cost Segregation Reclassification Percentages by Property Type
How much of your property can a cost segregation study actually reclassify? Published per-property-type ranges for 5-year, 7-year, and 15-year buckets — with sources, methodology caveats, and what the IRS really says.
Look-Back Cost Segregation: Recover Missed Depreciation
Skipped the cost segregation study when you bought your rental property? A look-back study with Form 3115 lets you claim missed depreciation in one deduction.
100% Bonus Depreciation Is Back: What It Means for Cost Segregation in 2026
Congress permanently restored 100% bonus depreciation in 2025, ending the phase-down that had investors racing the clock. Here's how the new law supercharges cost segregation studies—and what property owners should do next.
The Complete Guide to Real Estate Writeoffs for Investors
Maximize your rental property deductions with this comprehensive guide to real estate writeoffs. Learn what you can deduct and how to document everything properly.
15 Real Estate Tax Tips Every Property Investor Should Know
From depreciation strategies to 1031 exchanges, these real estate tax tips can help you keep more of your rental income and build wealth faster.
Rental Property Tax Deductions: What Landlords Often Miss
Are you claiming all your rental property tax deductions? Many landlords miss these commonly overlooked writeoffs that could save thousands each year.
Real Estate Tax Strategies for 2025: What's Changing and How to Adapt
Tax laws affecting real estate investors are shifting. Here's what's changing in 2025 and the real estate tax strategies you should implement now.
Bonus Depreciation in 2025: What Changed for Real Estate Investors
The 2025 tax law made 100% bonus depreciation permanent for property acquired after January 19, 2025. Here is what that means, what still depends on your acquisition date, and how it works with cost segregation.