Tax Smart Real Estate Investors Podcast 359. 2026 Tax Strategies You Can’t Ignore (And What You Can Still Do for 2025)
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Dec 30, 2025 Dive into essential tax strategies for 2026 and what you can still do for 2025. Discover the perks of cost segregation and learn how short-term rentals can benefit high W-2 earners. Explore the differences between traditional and 'lazy' 1031 exchanges, along with updates on Qualified Opportunity Zones. Plus, find out about the new charitable deduction rules and the impending solar credit sunset. Plan ahead for 2026 with insights that can give you an advantage in real estate investing!
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Make Prior-Year IRA And HSA Contributions
- Contribute to IRAs and HSAs for the prior year before their April 15 deadline.
- You must fund IRAs and HSAs by April 15 to count for the prior tax year, not via extensions.
You Can Do Cost Seg Studies After Year-End
- Run cost segregation after year-end if the property was placed in service in the prior year.
- Complete cost seg before you file the tax return; you can prepare the study in 2026 for 2025 returns.
Place In Service And Get Guest Stays Before Year-End
- To use cost seg or real estate professional status for a prior year, acquire and place the property in service before year-end.
- For short-term rentals you also need actual guest stays in that prior year to qualify the strategy.