I work with real estate investors and realtors in Kentucky, Indiana, Ohio and Tennessee and am able to work remotely with a client from any state. I have worked with real estate agents, owners of residential rental property and large $150 million commercial real estate businesses through my career. • Investors may need help in determining whether they qualify as a real estate professional for tax purposes • An investor may be selling their property at a gain and want to know about the Section 1031 like-kind exchange process• Suspended passive losses are an issue that a lot of investors want to discuss to get a better explanation• Real estate agents may not be aware of how to take advantage of the home office deduction or auto expenses• Preparing 1099’s is a good topic to discuss as a real estate investor. It could be the difference in being allowed to take the QBI deduction • A cost segregation can help to accelerate depreciation expenses, but will it ultimately give an investor the deduction they are expecting? A passive investor may be disappointed to find out some bad news• Investors who flip, wholesale and rent need to understand the different ways their income can be taxed since a dealer (flip/wholesale) is different from an investor (rental, buy and hold)• What if you wanted to sell your 30+ properties? You’d probably like to know what the potential tax would be prior to the sale so you can hold back cash from the proceeds on the sale• Documenting your time spent working on your rental properties is important. The best method is to document as you go along and I can help you setup your process to save you if the question ever arises in an audit• The business interest expense limitation requires additional planning if your entity is considered a tax shelter. Do you make the real estate exemption election and miss out on future bonus depreciation for some assets? This is a great topic to discuss during tax planning• The CARES Act cleared up the bonus depreciation issue with qualified improvement property. Are you planning to make improvements this year that would qualify for the 100% deduction?• A new realtor will want to know more about retirement plans, health insurance and meals expense? I’d love the opportunity to speak with you. In addition, I have an interest in personal real estate investing. I’m open to meeting and discussing real estate. Please give me a call.