Real Estate Tax Planning
De Bedout CPA Real Estate Tax Advisory

Strategic Tax Planning for Real Estate Investors

Building wealth through real estate takes more than strong assets. It takes disciplined tax planning. We advise investors, developers, property owners, and hospitality operators on how to reduce tax exposure, protect cash flow, and support long-term portfolio growth across the U.S. and abroad.

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✓Tax strategies that support real estate growth

Structures That Support Cash Flow, Without Closing Future Doors

We design tax structures that align with your investment strategy and risk profile. This includes ownership entities, cost segregation where it makes sense, and disposition planning before a sale is on the table. For qualifying transactions, we plan and manage 1031 exchanges and model Opportunity Zone outcomes so the economics match the structure.

Ownership and entity structure

LLCs, partnerships, and multi-entity setups aligned to liability, financing, and exit goals.

Depreciation planning

Cost segregation analysis and timing planning to improve deductions and cash flow.

Exit and reinvestment

1031 exchange planning, disposition modeling, and timing strategy for sales and re-deployments.

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Comprehensive Real Estate Tax and Advisory Services

Detail-driven work across structuring, planning, compliance, and operations. Built for property owners, developers, and multi-entity portfolios, including cross-border exposure.

Portfolio structuring and planning

Entity structuring for holdings, cost segregation support, 1031 and reverse exchange planning, and long-term disposition strategy. We also coordinate estate planning topics tied to real property, including basis step-up planning and wealth transfer considerations.

Entity structuring Cost segregation 1031 planning

Cross-border and FIRPTA support

Planning for foreign investors acquiring U.S. real estate and U.S. clients with property abroad. Includes FIRPTA planning, foreign ownership reporting, and related compliance coordination.

FIRPTA planning Foreign reporting Cross-border structure

State and local incentives

Support for identifying and applying state and local incentives that can improve project economics, plus guidance on multi-state filing needs when portfolios expand across jurisdictions.

Incentives review Multi-state Project modeling

Operational and reporting support

Sales and use tax compliance, lodging and occupancy tax coordination, lease accounting under ASC 842, budgeting and forecasting, and internal accounting reviews to improve controls and reporting accuracy.

Sales and lodging tax ASC 842 Reporting controls
★For operators and short-term rentals

Solutions for Property Managers and Hospitality Businesses

Short-term rental and hospitality operations face layered filing and reporting requirements. We manage planning and compliance for Airbnb, VRBO, vacation rentals, and hospitality groups, including state and local lodging and sales tax filings.

Short-term rental planning

Income tax planning and reporting built for owner-operators and growing portfolios.

Lodging and sales tax filings

State and local compliance for occupancy, lodging, and sales tax where required.

Audit readiness

Clean records, consistent positions, and support if state or local notices arrive.

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Deal Structuring, Due Diligence, and Compliance

Every transaction carries tax risk and planning opportunity. We support acquisitions and dispositions with due diligence, structuring, and compliance oversight. The goal is simple: reduce unnecessary tax exposure while keeping flexibility as portfolios evolve.

Transaction structuring

Guidance on deal terms and structure to support the after-tax outcome, including planning considerations tied to financing, entity roles, and exit timing.

Deal modeling Structure review Exit timing

Due diligence support

Review of tax exposure, historical filings, and reporting quality. We help identify issues early so they do not surface after closing.

Exposure review Compliance check Issue prevention

Complex transaction experience

Support for partnership restructurings, UPREIT and DownREIT transactions, debt workouts, and sale-leaseback arrangements, with careful attention to documentation and reporting.

Restructurings Debt workouts Sale-leaseback

Consistency through execution

Planning only works if it is executed cleanly. We keep filings consistent, documentation complete, and positions supported over time.

Documentation Consistent reporting Supportable positions

How We Work With Real Estate Clients

Real estate planning is a loop: plan early, execute cleanly, and revisit decisions as the portfolio changes. We stay close to timing, documentation, and the details that matter.

1

Understand the portfolio and goals

We review property types, entities, financing, and near-term objectives so planning matches how you operate.

2

Design structure and planning moves

We evaluate entity structure, depreciation strategy, state footprint, and deal plans tied to acquisition and exit.

3

Execute and document

We coordinate filings, supporting records, and any transaction steps so reporting stays consistent and supportable.

4

Maintain through the year

We update planning as income, acquisitions, renovations, or sale timelines change so decisions are made with current numbers.

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Real Estate Accounting and Tax FAQ

Clear answers for investors, owners, and operators.

What makes real estate accounting different from general accounting?
Real estate accounting focuses on depreciation, cost segregation, rental income tracking, property taxes, and capital gains planning. The work is tied to asset life cycles, cash flow management, and tax outcomes across acquisitions, operations, and sales.
Do you handle taxes for Airbnbs and short-term rentals?
Yes. We provide tax planning and compliance for Airbnb, VRBO, and other short-term rental operations, including income tax planning and required lodging, occupancy, and sales tax filings.
How do 1031 exchanges work, and who qualifies?
A 1031 exchange can defer capital gains tax when sale proceeds are reinvested into qualifying replacement property. We plan the steps early, coordinate with qualified intermediaries, and manage timing and documentation to meet IRS requirements.
What is a cost segregation study?
A cost segregation study identifies parts of a property that can be depreciated over shorter lives. This can accelerate deductions, reduce taxable income, and improve cash flow, especially for commercial and multifamily properties.
Do you work with international investors and foreign-owned property?
Yes. We advise foreign investors acquiring U.S. real estate and U.S. clients with property abroad, including FIRPTA planning, cross-border structuring, and related reporting.
Can you provide real estate bookkeeping and reporting?
Yes. We offer ongoing bookkeeping, monthly financial statements, and cash flow analysis for owners and managers. Reporting is structured for tax compliance, lenders, and investors.
Do you handle sales, lodging, and hospitality taxes?
Yes. We manage state and local sales, use, and hospitality tax filings and provide audit support when needed.
What is the best entity structure for holding real estate?
There is no single answer. The right structure depends on portfolio size, liability concerns, tax goals, financing, and exit plans. We evaluate LLCs, partnerships, trusts, and related structures to support efficient ownership and long-term planning.

A Long-Term Partner for Real Estate Professionals

Real estate planning is not just about reporting past results. It is about supporting informed decisions. We work with investors, developers, and operators to manage planning, entity structures, and ongoing compliance with consistency and care. Schedule a confidential consultation to discuss your portfolio and next steps.

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