Tax Insights
Articles and resources on tax planning, IRS representation, business tax issues, and complex individual tax questions. These materials are general educational resources, not a substitute for advice on your specific facts.
Tax Issues When Selling Real Estate
Introduces basis, improvements, depreciation recapture, capital gains, installment sales, and timing questions to review before closing
Tax Considerations Before Buying Investment Property
Explains entity ownership, financing, depreciation, passive losses, state exposure, and recordkeeping before purchasing rental property
Short-Term Rental Tax Issues Owners Should Review
Covers income reporting, occupancy taxes, expense records, depreciation, personal use, and local/state compliance questions
Rental Property Tax Records To Keep Organized
A practical guide to income, expenses, improvements, depreciation records, mileage, mortgage interest, and property-specific documentation
Tax Planning For Real Estate Investors With Complex Returns
Introduces rental income, depreciation, passive activity rules, entity ownership, records, and multi-state issues
Gift Tax Basics For Families Making Large Transfers
Explains why large gifts should be documented and reviewed with tax and legal advisors before transfers are made