Checklist
16 Tax Questions Your Advisory Team Should Be Answering Right Now
If your CPA files and your advisor allocates, who's running the numbers on 1031 timing, cost segregation, or depreciation recapture? This checklist gives you the 16 questions to put to your team.
Built for investors with 3+ properties and a household net worth of roughly $3 million to $30 million.
What's inside
1031 Exchanges
- Do you have a 1031 exchange strategy mapped for your next property sale, before you list?
- Have you evaluated a Reverse 1031 exchange to lock in your replacement property first?
- Do you have a Qualified Intermediary relationship established (not your title company)?
Cost Segregation
- Have you run a cost segregation study on every property you own, including ones you bought years ago?
- Do you know which bonus depreciation rules apply to your next acquisition?
Entity Structure
- Is each property held in the right entity for liability protection and tax efficiency?
- Have you evaluated a holding company structure as your portfolio grows?
STR Tax Strategies
- Are you leveraging the STR loophole for material participation, and do you qualify?
- Do you have contemporaneous documentation proving your material participation hours?
Depreciation & Recapture
- Do you have a depreciation recapture plan for when you eventually sell?
- Have you modeled the tax impact of a sale vs. a refinance-and-hold strategy?
Advisory Team
- Do you have both a CPA and a financial planner, and are they talking to each other?
- Is your CPA proactively suggesting strategies, or just filing what you hand them?
...plus QBI deduction strategies, state tax considerations, depreciation recapture planning, and an advisory team evaluation.
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16 questions. Zero fluff. Built for investors who actually run the numbers.
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