Not knowing what is tax deductible is the number one reason investors overpay on their income taxes each year.  In this module, you will learn how to maximize your tax write-offs. We will discuss how to identify tax deductible items and how to create systems to painlessly track those expenses.  You will learn the right (and wrong) ways to deduct your business expenses and how to legally shift personal expenses into legitimate business write-offs.

Operating in the right legal entity can save you thousands in taxes each year. Operating in the wrong legal entity can cost thousands of dollars in unnecessary taxes. In this module, you will learn what type of entity is best for your real estate investments, how you should hold title to your properties, how to take profits out of your legal entity tax efficiently, and much more. You will also learn common mistakes to avoid when setting up and operating your legal entities for your real estate.

Learn what depreciation is and how to use it correctly to benefit you as an investor. We will teach you how to calculate depreciation and optimize it in such a way that it offsets your taxable income. We will also go over strategies to super-size depreciation write-offs through cost segregation, 179, and bonus depreciation and other tax loopholes designed especially for real estate investors. You will learn how to differentiate repairs vs improvements so that you can write off more tax deductions immediately. 

Learn the reasons why short-term rental investing is one of the biggest tax loopholes that allow investors to save massively on taxes. We will discuss what exactly is a short-term rental, how to maximize depreciation and deductions for short-term rentals, and how to meet material participation for short-term rentals to allow tax losses to offset your other incom

Discover why real estate professional is one of the best tax saving strategies you need as an investor. Whether you can qualify today, next year, or a few years from now, we will go over action items that you need to know today to plan ahead. You will learn how to create systems to help you achieve real estate professional tax benefits and streamline the documentation process. We will also discuss tax loopholes to get tax benefits today even if you don’t qualify as a real estate professional.

Whether it is accessing the equity in your properties, selling your properties, or passing the properties onto the next generation, we will discuss tax efficient ways to do so while protecting your wealth. You will understand what exit strategies you may have and the associated tax savings on those options.

Learn strategies that can help you move your retirement funds into real estate in a tax-free, penalty-free way.  We will discuss tax efficient ways to get your retirement funds out of the volatile stock market, what type of real estate investments are great inside retirement funds and which ones you should avoid.  In this module, we will also cover how you can generate tax-free income from real estate for the rest of your life!