Want to use real estate to cut your tax bill? In this episode I'm joined by CPA Nate Sosa to break down the real tax advantages of owning real estate, especially for business owners and high-income earners. You’ll learn:
- The difference between active and passive real estate tax treatment
- When real estate losses can (and can’t) offset your W-2 or business income
- How depreciation, bonus depreciation, and cost segregation work
- Why short-term rentals can be a powerful (but tricky) tax play
- The truth about depreciation recapture and what to plan for
- How to time real estate investments in high-income years to legally save thousands
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.