Tax Strategy Blog for Business Owners

“Can I partner with my Roth IRA to invest in a flip or a rental?” Can you partner with your IRA on a flip or rental? It’s allowed, and it’s also one of the easiest ways to blow up an IRA by accident. In our September live Q&A, guest John Bowens of Equity Trust Company […]

“With an S-Corp, minus reasonable compensation, the income is passive, correct? So real estate depreciation could reduce it?” Using an S-Corp for rental property sounds smart when a brother, a friend or half the internet says it’s the best structure. But S-Corps are built for active businesses — and rental real estate is passive by […]

“If I don’t have material participation, is there any benefit of acquiring a short-term rental (as opposed to a long-term rental) from a tax perspective?” Short-term vs long-term rental is the question every real estate investor agonizes over — and it’s the wrong question. Reframe it with the rule Laura uses for every investment decision, […]