Tax Strategy
03 · Tax Strategy
Plan Before The Year Ends, Not After.
The biggest tax opportunities in real estate depend on decisions made during the year: how a property is placed in service, how you participate, how assets are classified. We build a strategy around your portfolio and goals, then carry it through to the return.
Best for: high-income investors, STR owners and growing portfolios looking to reduce current-year tax and reinvest the difference.
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What's included
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Year-round tax planning and projections
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Cost segregation studies and accelerated depreciation planning
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Short-term rental tax treatment review, including average stay and material participation
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Entity structure review for properties and operating businesses
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Acquisition and disposition planning
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Individual and entity tax return preparation
Three services. One strategy for building wealth.
Every engagement follows the same framework: find the dollars you are overpaying, put them back to work in real estate, and repeat.
Redirect
Identify and capture the tax savings your portfolio already qualifies for, redirecting capital that would otherwise go to taxes.
Re-Invest
Put that capital back into real estate, guided by accurate monthly numbers and a clear view of what each asset is worth.
Re-Accelerate
Repeat the cycle each year so growth compounds, with planning that scales as the portfolio does.
Why Re-accelerate
Tax And Valuation Expertise Under One Roof.
Most investors work with a tax preparer and, when they need one, a separate appraiser or valuation firm. Led by Anne E. Gannon, CPA, CVA, RE-ACCELERATE brings both disciplines together, focused specifically on short-term rental and real estate investors.
CPA
Certified Public Accountant: tax strategy, compliance and accounting
CVA
Certified Valuation Analyst: business valuation for operating real estate