For investors building lasting portfolios

A considered tax strategy for every stage of ownership.

Acquisitions, rental operations, depreciation, and dispositions belong in the same conversation. Build a clearer picture of your portfolio before making the next tax decision.

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A coordinated approach

Clarity before action.

Map each propertySeparate the owner, use, financing, and reporting history of every asset.
Model the portfolio decisionEvaluate timing and limitation rules alongside operating cash and holding plans.
Coordinate the professionalsAlign the study provider, return preparer, bookkeeper, and transaction advisers.

One coordinated viewBusiness, property & owner

Evidence-led planningFacts before recommendations

Clear next stepsScope, people & implementation

Start with your next decision

Choose the question that matters now.

Explore the relevant guidance, understand the records behind the analysis, and bring the unresolved questions to your adviser.

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Property review files

Prepare acquisition, improvement, financing, and ownership records by property.

Acquisition basis

Connect the closing statement with land allocation and the depreciation schedule.

Participation records

Understand why activity classification and contemporaneous records matter.

Cost segregation

Evaluate study scope together with deduction usability and return implementation.

Short-term rentals

Review the operating facts behind rental activity and participation treatment.

Dispositions and exchanges

Plan for basis, depreciation history, exchange requirements, and the next investment.

Selected advisory guides

Go beyond the headline.

Explore the assumptions, trade-offs, and implementation details behind a planning decision.

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Build a property-by-property portfolio tax review

A portfolio total can conceal differences in ownership, use, financing, depreciation, and suspended losses. A property-level schedule makes those differences visible before an acquisition, renovation, refinance, or sale.

Prepare renovation records for a repair-or-improvement review

The description on an invoice rarely settles the tax treatment of a renovation. Organize the work by property, system, purpose, and scope so the preparer can evaluate the actual facts.

Prepare the tax file before selling a rental property

A broker’s estimated proceeds sheet does not show the full tax picture. Reconcile basis, depreciation, ownership, and the owner’s activity history before relying on a sale estimate.

Prepare for a meaningful conversation

Better information. More useful advice.

Start with your goals and current facts. An organized file helps the adviser identify the right questions, compare alternatives, and define the work ahead.

Prepare for your advisory conversation →

Property-by-property ownership, purchase dates, and closing records
Current depreciation schedules, prior studies, and improvement invoices
Rental calendars, management agreements, and participation records
Financing, planned dispositions, and suspended-loss information

Part of AE Tax Advisors

Specialized guidance. One advisory relationship.

This resource focuses on real-estate operating facts and tax preparation. AE’s main site is the place to understand the firm, its professionals, published client cases, and the services available for your circumstances.

Understand this resource’s role →

Evaluate the firm and the engagement

Your next step

Bring your priorities to AE.

Discuss the decision ahead, the records available, and the advisory work that fits your circumstances.

Book a Call

Match the review to your property decision

Choose real estate tax planning for a portfolio review or cost segregation study services for a property-specific scope. Compare study pricing and included work before ordering a report.

Bring acquisition dates, closing records, improvement costs and existing depreciation schedules. Discuss your property and planning priorities; confirm study delivery and return implementation responsibilities separately.

Review a property strategy at both the asset and owner levels

A rental-property tax question usually has two layers. The first concerns the property: cost, use, improvements, financing, depreciation history, and sale plans. The second concerns the owner: ownership structure, other income, participation, carryforwards, and applicable limitations. Resolving one layer does not automatically resolve the other.

Consider an owner evaluating a study for one building while planning to sell another. The adviser needs the existing asset schedules and expected sale timeline, not just the new study estimate. A larger deduction in one year may affect future planning, and a projected deduction is different from cash savings the owner can currently use.

Prepare a property-by-property schedule showing acquisition date, supported basis, placed-in-service facts, current use, major work, debt, and intended exit. Identify missing records instead of filling gaps with rough values that appear precise. Ask who will reconcile the property analysis to the return and which owner-level questions still require review.

Use IRS Publication 946 and the applicable year’s guidance as references. A useful engagement connects the property records, the owner’s tax position, implementation, and future changes; it does not stop at a headline deduction estimate.