A considered tax strategy for every stage of ownership.
Acquisitions, rental operations, depreciation, and dispositions belong in the same conversation. Build a clearer picture of your portfolio before making the next tax decision.
Clarity before action.
- Map each propertySeparate the owner, use, financing, and reporting history of every asset.
- Model the portfolio decisionEvaluate timing and limitation rules alongside operating cash and holding plans.
- Coordinate the professionalsAlign the study provider, return preparer, bookkeeper, and transaction advisers.
Choose the question that matters now.
Explore the relevant guidance, understand the records behind the analysis, and bring the unresolved questions to your adviser.
Property review files
Prepare acquisition, improvement, financing, and ownership records by property.
Read more →02 / EXPLOREAcquisition basis
Connect the closing statement with land allocation and the depreciation schedule.
Read more →03 / EXPLOREParticipation records
Understand why activity classification and contemporaneous records matter.
Read more →04 / EXPLORECost segregation
Evaluate study scope together with deduction usability and return implementation.
Read more →05 / EXPLOREShort-term rentals
Review the operating facts behind rental activity and participation treatment.
Read more →06 / EXPLOREDispositions and exchanges
Plan for basis, depreciation history, exchange requirements, and the next investment.
Read more →Go beyond the headline.
Explore the assumptions, trade-offs, and implementation details behind a planning decision.
Build a property-by-property portfolio tax review
A portfolio total can conceal differences in ownership, use, financing, depreciation, and suspended losses. A property-level schedule makes those differences visible before an acquisition, renovation, refinance, or sale.
Read more →02 / EXPLOREPrepare renovation records for a repair-or-improvement review
The description on an invoice rarely settles the tax treatment of a renovation. Organize the work by property, system, purpose, and scope so the preparer can evaluate the actual facts.
Read more →03 / EXPLOREPrepare the tax file before selling a rental property
A broker’s estimated proceeds sheet does not show the full tax picture. Reconcile basis, depreciation, ownership, and the owner’s activity history before relying on a sale estimate.
Read more →Better information. More useful advice.
Start with your goals and current facts. An organized file helps the adviser identify the right questions, compare alternatives, and define the work ahead.
Prepare for your advisory conversation →- Property-by-property ownership, purchase dates, and closing records
- Current depreciation schedules, prior studies, and improvement invoices
- Rental calendars, management agreements, and participation records
- Financing, planned dispositions, and suspended-loss information
Specialized guidance. One advisory relationship.
This resource focuses on real-estate operating facts and tax preparation. AE’s main site is the place to understand the firm, its professionals, published client cases, and the services available for your circumstances.
Understand this resource’s role →Bring your priorities to AE.
Discuss the decision ahead, the records available, and the advisory work that fits your circumstances.
Match the review to your property decision
Choose real estate tax planning for a portfolio review or cost segregation study services for a property-specific scope. Compare study pricing and included work before ordering a report.
Bring acquisition dates, closing records, improvement costs and existing depreciation schedules. Discuss your property and planning priorities; confirm study delivery and return implementation responsibilities separately.