Free PDF Guide

The Real Estate Tax Strategy Guide

Real estate’s returns are written in the tax code as much as the rent roll. Depreciation, exchanges, the passive-loss rules, and exits — the full playbook in plain English.

What’s inside

  • Depreciation, the quiet engine

    How paper losses shelter real cash flow — and the recapture bill waiting at the sale.

  • Cost segregation and bonus depreciation

    When accelerating deductions pays for the study many times over, and what the OBBBA reset restored.

  • 1031 exchanges, start to finish

    The deadlines, the identification rules, the boot traps, and when swapping beats selling.

  • The passive-loss gatekeeper

    Why your paper losses may be suspended, the $25,000 allowance, and how the limits actually work.

  • Two ways around the gatekeeper

    Real estate professional status and the short-term rental route — what each one demands, and who actually qualifies.

  • Exit strategies: sell, swap, zone, or hold

    1031s at exit, Opportunity Zones, and holding for the step-up — sequencing the end of a position tax-intelligently.

Jim Crider

Written by Jim Crider, CFP®, founder of Intentional Living FP — a fee-only fiduciary wealth management firm in New Braunfels, Texas.

Get the guide

Tell us where to send it and the PDF is yours — free.

We’ll send the guide plus occasional planning insights. No spam, unsubscribe anytime.

This guide is educational only and is not specific financial, tax, or legal advice. Tax figures reflect 2026 rules and are subject to change. Fee-only fiduciary · No commissions · Always on your side of the table.