Real Estate Investors FAqs

Yes. We work with clients who have rentals across multiple states. We’ll help you organize entity structures, keep your filings compliant, and build one strategy that ties everything together.

If you (or your spouse) materially participate in your real estate activity and meet IRS hour requirements, you may qualify. We’ll help you document everything correctly and apply it strategically to reduce your tax bill.

Short-term rentals can sometimes bypass passive loss limits, allowing you to deduct losses against other income (even W-2). We help you set up your STR activity to meet those IRS rules and track everything properly.

Not necessarily. We’ll evaluate your risk exposure, financing needs, and state laws to recommend the most strategic way to structure your portfolio—whether it’s individual LLCs, a holding company, or a hybrid model.

Absolutely. We help clients plan tax strategies around flips, asset sales, and gains—using timing, entity design, and exemptions to reduce or defer the hit legally.

Yes. With REPS or STR classification, many investors can use real estate losses to offset W-2 or other income. We’ll build a plan around your full income picture—not just your rental income.