The tax strategies that eliminate your tax burden
Nine strategies our clients use to keep thousands of dollars in their pockets — explained in plain English by Roger T. Herring, MSCTA. Read one, or follow the sequence to build a custom tax solution for your portfolio.
- 01ClassifyInvestor · BORE · Real Estate Pro
- 02UnlockEntity & S-Corp · REPS · STR loophole
- 03AccelerateCost seg · Bonus depreciation · Phantom loss
- 04Preserve1031 · Augusta Rule · Self-Directed IRA
Each stage decides what the next one is worth. Skip a step and the deduction gets parked.
Sequence > sizeHow the strategies fit together
No single strategy is the answer. Sequenced around your classification, your portfolio and your exposure, they compound: structure first, then status (REPS or the STR tests) so losses count, then accelerated depreciation, then exit planning. The e-course teaches the full sequence.
Cost Segregation for Real Estate Investors
A cost segregation study breaks a property into its components — plumbing, lighting, land improvements — and depreciates them over 5, 7 or 15 years instead of 27.5 or…
Read the strategy →The Cost Segregation Look-Back Study
Yes — you can run a cost segregation study on a property you bought years ago and take the entire catch-up deduction on your current return, as long as the…
Read the strategy →The Short-Term Rental Loophole
If your short-term rental’s average guest stay is seven days or less and you materially participate (commonly 100+ hours and more than anyone else), the property is…
Read the strategy →How Real Estate Pros Get Unlimited Rental Deductions
Normally rental losses are passive and only offset passive income. Qualify as a Real Estate Professional — 750+ hours a year in real estate in an owner’s capacity, more…
Read the strategy →Deferring Taxes with a 1031 Exchange
A 1031 exchange, named for Section 1031 of the Internal Revenue Code, lets you defer capital gains tax when you sell an investment property and reinvest the proceeds…
Read the strategy →Lower Self-Employment Tax with an S-Corp Election
An S-Corp election lets an LLC or partnership be taxed as an S-Corporation. You pay yourself a reasonable salary (subject to payroll tax) and take the rest as…
Read the strategy →Unlock Tax-Free Income with the Augusta Rule
Under Section 280A — the Augusta Rule — you can rent your primary or secondary residence for up to 14 days per year without reporting the rental income. When the tenant…
Read the strategy →Self-Directed IRAs for Tax-Free Real Estate Investing
A Self-Directed IRA (SDIRA) is a retirement account that can hold alternative assets such as rental property, land and private real estate deals. Growth is tax-deferred…
Read the strategy →How to Create a Tax-Free Slush Fund with Short-Term Rentals
If you own a short-term rental but can’t meet material participation, a cost segregation study can still turn a taxable profit into a large paper loss. That loss isn’t…
Read the strategy →Three ways to put these to work
Read them free, follow the full sequence, or have us apply it to your portfolio.
The playbooks
Real Estate Tax Killers, The Tax Blueprint and Secrets of the Short Term Rental — $27 each or all three for $49.
Browse the library →The system
The Wealth Preservation Blueprint: seven modules on sequencing the strategies for maximum preservation.
See the curriculum →Done with you
A free 30-minute Discovery Call to apply the right strategies to your actual portfolio.
Book now →Trusted by investors for decades, not seasons
Five-star reviews from real estate investors who stopped settling for a generalist.
I’ve used Investors Accounting for many years and would recommend them to all real estate professionals that are looking for an accountant with specialized knowledge in industry specific tax strategy.
Real estate professional · long-time client
Reasonable price. This company has been our accountants for several years now and has consistently provided not only good service for our somewhat complicated tax returns, but also good advice for tax planning as we get closer to retirement. Would highly recommend!
Client for several years
Finding an accountant who actually understands the nuances of real estate is a game changer. In 2007, my previous accountant was finding it difficult to answer questions regarding my rental properties. A CPA referred me to Roger Herring and his firm Investor’s Accounting has been preparing my taxes ever since. They aren’t just number crunchers, they save me thousands. Highly recommend for any investor!
Rental property investor · client since 2007
Find out which of these you’re leaving on the table
We’ll either find meaningful money to preserve, or tell you honestly that you’re already well protected.