9 articles

Tax Savings

Structures, deductions, and the moves that legally keep more of what you earn.

The STR Loophole Explained: How Airbnb Hosts Use Real Estate Losses to Cut Taxes
Tax Savings

The STR Loophole Explained: How Airbnb Hosts Use Real Estate Losses to Cut Taxes

Most rental losses are passive and can't touch your W-2 income. Short-term rentals can be different. Here's how the STR loophole works, and the one habit that makes or breaks it.

8 min read
The 1031 Exchange: How to Sell, Defer the Taxes, and Scale Your Portfolio
Tax Savings

The 1031 Exchange: How to Sell, Defer the Taxes, and Scale Your Portfolio

I traded one single-family home cash flowing $580 a month into five units cash flowing nearly $2,000, and paid zero capital gains tax to do it. That's the power of a 1031 exchange.

11 min read
The Tax Escape Room: Can You Spot These 8 Missed Tax Opportunities?
Tax Savings

The Tax Escape Room: Can You Spot These 8 Missed Tax Opportunities?

Meet Mike and Sarah: $250,000 in income, three rentals, an Airbnb, a business, two kids, and a big check to the IRS every April. See how many of these 8 tax planning opportunities you can spot before they did.

9 min read
The Augusta Rule in Real Life: How I Used It for a Mastermind and Paid for a Family Trip
Tax Savings

The Augusta Rule in Real Life: How I Used It for a Mastermind and Paid for a Family Trip

The Augusta Rule lets you rent your home for up to 14 days a year without reporting the income. Here's how I actually used it twice, one win and one I wouldn't repeat.

8 min read
How to Pay Your Kids From Your Real Estate Business and Build Their Wealth Tax-Free
Tax Savings

How to Pay Your Kids From Your Real Estate Business and Build Their Wealth Tax-Free

IRC §3121(b)(3)(A) lets you pay your kids tax-free from your real estate business. Here's exactly how the strategy works, with real numbers from my family.

9 min read
Real Estate Professional Status (REPS): The Year-End Tax Moves That Save Investors the Most
Tax Savings

Real Estate Professional Status (REPS): The Year-End Tax Moves That Save Investors the Most

I watched a physician couple earning $600,000 wipe out their entire tax bill, legally, with one spouse, some properties, and a few deliberate moves before December 31st. Here's the playbook.

11 min read
Section 179 vs. Mileage Deduction: Which Vehicle Tax Strategy Saves More?
Tax Savings

Section 179 vs. Mileage Deduction: Which Vehicle Tax Strategy Saves More?

Should you write off your truck with Section 179 or take the standard mileage deduction? Here's how each method works, three real examples, and how to tell which one keeps more money in your pocket.

9 min read
7 Tax Strategies Real Estate Investors Wish They Had Learned Years Earlier
Tax Savings

7 Tax Strategies Real Estate Investors Wish They Had Learned Years Earlier

A single tax strategy can be worth more than finding a slightly better deal. Here are seven tax moves I wish more investors understood earlier, from cost segregation to year-round recordkeeping.

8 min read
The Short-Term Rental Tax Loophole: How a W-2 Earner Can Write Off Rental Losses Against Active Income
Tax Savings

The Short-Term Rental Tax Loophole: How a W-2 Earner Can Write Off Rental Losses Against Active Income

REPS is the famous real estate tax strategy, but it usually requires one spouse to leave their job. The short-term rental loophole gets you to the same place, offsetting active income with rental losses, while you keep the W-2. Here's how it actually works.

10 min read