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Real Estate


How to Qualify for Real Estate Professional (RE Pro) Tax Status
For many real estate investors, one of the most valuable tax planning opportunities is qualifying for Real Estate Professional (RE Pro) status with the IRS. Achieving this designation can change how your rental activity is treated for tax purposes, potentially allowing you to deduct real estate losses against wages, business income, or other non-passive income. But qualifying is not easy—the IRS sets strict criteria, and you must meet all requirements within the same tax ye
Nov 73 min read


Rental Property Taxes: Cash Flow vs. Taxable Net Income
Understanding rental property taxes means knowing the difference between cash flow and taxable income. Learn how depreciation, mortgage interest, and principal payments impact your bottom line, and why IRS rules can make taxable income much lower than actual cash flow.
Sep 294 min read


Real Estate Investing: Fiduciary Strategies for Long-Term Wealth
Investing in real estate can be a valuable way to pursue long-term wealth building, depending on individual goals and circumstances. But...
Sep 244 min read


Why Physical Real Estate May Not Belong in Your IRA
For many investors, real estate is a cornerstone of building wealth. It provides potential appreciation, steady rental income, and...
Sep 84 min read


Sell or Rent? How to Decide What to Do with Your Primary Home or Condo
When it’s time to move on from your current home, whether due to a job relocation, upsizing for a growing family, or simply a lifestyle...
Jul 253 min read
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