Decision Analysis
Clarity before commitment.
One decision.
A clear answer before you act.
Get focused CPA analysis on one important real estate decision without entering a full advisory engagement. We analyze the facts, compare the realistic alternatives, and give you a clear recommendation before the decision becomes permanent.
See if this decision is worth analyzingOur process
From question to recommendation.
- 01
Define
Clarify the decision and deadline.
- 02
Compare
Identify the realistic alternatives.
- 03
Analyze
Model the tax consequences and tradeoffs.
- 04
Recommend
Give you the answer in writing.
Common real estate decisions
What decision is in front of you?
Select a question to see what we analyze.
01Should I do a cost segregation study, and in which year?
We examine whether accelerated depreciation improves your position — and whether now is the right year to use it.
We consider
- Property basis and improvement costs
- Current income and tax bracket
- Available losses and carryforwards
- Timing and expected holding period
- Bonus depreciation rules
- Expected future income
We analyze
- Whether a cost segregation study makes sense
- The optimal year to use it
- Federal and state implications
- Tradeoffs with other tax strategies
- How the decision fits within your broader tax picture
You receive
- A clear recommendation on whether to proceed
- Recommended timing
- Estimated tax impact
- Key assumptions and risks
- Next steps for implementation
02Can my rental losses offset my W-2 income?
We examine your rental activity, participation, and income to determine whether the losses can be used against your W-2 income.
We consider
- Rental use and average guest stays
- Your participation and supporting records
- W-2 income and other income sources
- Ownership and prior-year losses
We analyze
- Activity classification and loss limitations
- Whether losses may offset your W-2 income
- Federal and state tax consequences
- Documentation gaps and planning alternatives
You receive
- A conclusion based on your facts
- Estimated usable losses and tax impact
- Key assumptions and documentation needs
- Recommended next steps
03Should I qualify as a real estate professional?
We evaluate whether pursuing real estate professional status is realistic and valuable given your work, rental activity, and goals.
We consider
- Your work and real estate time commitments
- Rental activities and ownership
- Participation records
- Current and projected income
We analyze
- Whether your facts support qualification
- Participation requirements and potential elections
- Potential tax benefit and practical tradeoffs
- Documentation needs and areas of uncertainty
You receive
- A recommendation on whether to pursue the status
- Estimated tax implications
- A clear view of required commitments
- Documentation priorities and next steps
04Is there a real tax benefit to buying this property?
We compare the proposed purchase with your current position to understand the tax benefit alongside the financial commitment.
We consider
- Purchase price and financing
- Expected rental income and expenses
- Property use and improvement plans
- Your income, losses, and holding period
We analyze
- Projected cash flow and tax consequences
- Depreciation and the ability to use losses
- Purchase timing and realistic alternatives
- Sensitivity to key assumptions
You receive
- A recommendation grounded in the numbers
- Estimated tax impact and cash-flow implications
- Key assumptions and risks
- Questions to resolve before committing
05Should I sell and pay the tax — or do a 1031 exchange?
We compare a taxable sale with an exchange to assess how each path affects your capital, flexibility, and next investment.
We consider
- Property basis and expected sale proceeds
- Debt, depreciation, and available losses
- Replacement-property plans and timeline
- Cash needs and investment goals
We analyze
- Estimated tax on a sale
- Exchange feasibility and timing constraints
- Reinvestment, liquidity, and financing tradeoffs
- Federal and state implications
You receive
- A recommendation between the available paths
- Side-by-side estimated tax and cash outcomes
- Key constraints, assumptions, and risks
- Next steps and coordination needs
06Should each property have its own LLC?
We evaluate the tax and administrative implications of your ownership structure and the tradeoffs of separate entities.
We consider
- Property ownership and existing entities
- Co-owners, financing, and lender requirements
- Current accounting and tax reporting
- Your goals and administrative capacity
We analyze
- Tax treatment and reporting implications
- State costs and ongoing administration
- Ownership and financing tradeoffs
- Issues to coordinate with legal counsel
You receive
- A recommendation on the tax and accounting structure
- A comparison of costs and tradeoffs
- Questions for your attorney and lender
- Practical implementation next steps