Case study details

Minimizing Tax Liability for Real Estate Investor

work process

Description of the case

A self-employed IT consultant approached Pretaxo with concerns about high tax liabilities and limited knowledge of deductible expenses.

The Problem

The client was concerned about the tax impact on rental income and capital gains from property sales.

The Strategy

Pretaxo devised a comprehensive strategy involving cost segregation studies, 1031 exchanges, and rental property deductions.