Aiola CPA, PLLC - Logo (Large)

The Tax-Savvy Real Estate Investor

Tax Tips & Wealth Building Insights

MAY 2025

Overview

01

02

OBJECTIVE

Our playbook aims to distill the complexities of real estate taxation, financial planning, and market dynamics into actionable insights. We want to ensure you are not only informed of upcoming changes but also empowered to leverage strategic opportunities. Over time, this publication will serve as your go-to guide for optimizing tax outcomes, improving operational efficiencies, and making sound investment decisions.  

03

PROBLEM

Staying current with ever-evolving tax codes, accounting standards, and market shifts is challenging and time-consuming, especially for busy real estate investors and entrepreneurs. Mistimed acquisitions, missed deductions, and lack of awareness about impending legislative changes can erode profits and stall growth. Our playbook solves this problem by providing timely, curated, and expert-driven guidance—all in one place—so you can confidently take proactive action rather than react late to tax and regulatory changes. 

04

CONTACT US

At Aiola CPA, we measure our success by your results. By combining technical expertise, industry specialization, personal investment experience, and a client-centered approach, we aim to help you reduce tax liabilities, streamline operations, and ultimately build long-term wealth through real estate.

Ready to Take the Next Step?

Contact Us Today

CPA Insights

Welcome to the May 2025 edition of CPA Insights, your go-to resource for tax and economic updates tailored to real estate investors. As a CPA firm dedicated to the real estate industry, we’re here to keep you informed about the changes that matter most to your business and investments. This month, we’re focusing on the proposed “One Big Beautiful Bill Act” and its implications for the real estate sector. Let’s explore what’s new and how you can stay ahead.

A. The “One Big Beautiful Bill Act” – What You Need to Know 

On May 22, 2025, the House passed H.R. 1, known as the “One Big Beautiful Bill Act.” This comprehensive tax reform bill makes many provisions of the Tax Cuts and Jobs Act (TCJA) permanent, introduces new deductions and credits, and significantly alters energy-related tax incentives. As a real estate professional or investor, several key changes in this bill could impact your tax planning and investment strategies. Here’s what you need to know:

  • Bonus Depreciation: Currently at 40% for 2025, the proposed bill restores bonus depreciation to 100% retroactive to January 19, 2025.
  • Permanent TCJA Tax Rates: The bill makes the lower individual income tax rates from the TCJA permanent, which could affect how you structure your income and deductions.
  • Standard Deduction Increase: The standard deduction is permanently increased, with an additional temporary boost for 2025-2028. This may reduce the benefit of itemizing deductions like mortgage interest and property taxes for some taxpayers.
  • Mortgage Interest Deduction: The $750,000 limit on acquisition indebtedness is made permanent, affecting high-value property owners.
  • Qualified Business Income Deduction: The 20% deduction for pass-through income is made permanent and increased to 23%, benefiting business owners operating through LLCs, S corporations, or partnerships.
  • Estate and Gift Tax Exemption: The exemption is increased to $15 million (indexed for inflation) and made permanent, which could simplify estate planning for high-net-worth individuals with substantial real estate portfolios.
  • SALT Deduction Cap: The cap on state and local tax deductions is raised to $40,000 but phases out for income over $500,000. This is a significant change for property owners in high-tax states like California and New York.
  • Energy Credits: Many energy-related tax credits are terminated or phased out, which may impact developers and investors in energy-efficient real estate projects.

 

Who’s Affected?

  • Real estate investors targeting REPS and the STR loophole can take advantage of the additional bonus depreciation.
  • Property owners in high-tax states will benefit from the increased SALT deduction cap.
  • Businesses operating through pass-through entities will see a higher qualified business income deduction.
  • HNW individuals with significant real estate holdings will benefit from the increased estate tax exemption.
  • Developers and investors in energy-efficient projects may need to reassess their strategies due to the reduction in energy credits.
 

Your Next Steps

  • Reanalyze Your Investment Acquisition Timeline: The increase in bonus depreciation to 100% opens the door to significant tax savings with the right acquisition strategies
  • Review Your Tax Strategy: With permanent lower tax rates and an increased standard deduction, evaluate whether itemizing deductions still makes sense for you.
  • Maximize the Qualified Business Income Deduction: If you operate a business through a pass-through entity, ensure you’re structured to take full advantage of the 23% deduction.
  • Estate Planning: If you have a large real estate portfolio, consult with your advisor to update your estate plan in light of the higher exemption.
  • SALT Planning: If you live in a high-tax state, consider timing your property tax payments to maximize the $40,000 deduction.
  • Energy Projects: If you’re involved in energy-efficient real estate, explore alternative financing or incentives, as many tax credits are being phased out.

B. In-Depth Analysis of the “One Big Beautiful Bill Act” Impacts

The “One Big Beautiful Bill Act” introduces several changes that will have profound effects on the real estate industry. Below, we delve deeper into three key areas: the State and Local Tax (SALT) deduction, the Qualified Business Income (QBI) deduction, and bonus depreciation.
 

1. Bonus Depreciation

  • Current Law: 40% in 2025, phases down to 0% by 2027.
  • New Law: Restores 100% bonus depreciation for property placed in service from January 19, 2025, through 2029.
  • Impact: Real estate developers and investors can immediately expense 100% of the cost of qualifying assets, such as machinery, equipment, furniture, and certain improvements to rental property. This can lead to substantial tax savings and improved cash flow.
  • Planning Tip: Accelerate purchases of property or qualifying assets to take advantage of the 100% deduction before it phases out. Consider the timing of placing assets in service to maximize the benefit. Consult with us to ensure that your assets qualify and to develop a strategy that aligns with your overall tax plan.

 

2. Qualified Business Income Deduction

  • Current Law: 20% deduction for pass-through income, expiring after 2025.
  • New Law: Made permanent and increased to 23%.
  • Impact: Real estate business owners operating through pass-through entities (e.g., LLCs, S corporations) will see a higher deduction, reducing their taxable income. For instance, a real estate agent with $100,000 in qualified business income could deduct $23,000, compared to $20,000 under current law.
  • Planning Tip: Ensure your business activities qualify as a “trade or business” under IRS rules to maximize this deduction. Consider restructuring if necessary.

 

3. SALT Deduction Cap Increase

  • Current Law: The SALT deduction is capped at $10,000.
  • New Law: The cap is raised to $40,000 but phases out for taxpayers with income over $500,000.
  • Impact: Property owners in high-tax states like California, New York, and New Jersey will benefit significantly. For example, a homeowner paying $15,000 in property taxes and $25,000 in state income taxes can now deduct $40,000, compared to only $10,000 under current law.
  • Planning Tip: If your income is near the $500,000 phaseout threshold, consider strategies to manage your adjusted gross income, such as timing income and deductions, to maximize your SALT deduction.

Staying Informed and Proactive:

While no resource can predict future legislative outcomes with complete certainty, awareness of these current and impending changes empowers you to pivot your strategies accordingly.

At Aiola CPA, we emphasize proactive planning—running “what-if” scenarios, monitoring legislative updates, and collaborating closely with your legal and financial team—to ensure you remain agile, compliant, and poised to capitalize on opportunities in 2025 and beyond.

Evergreen Tax Strategies for Real Estate Investors

In the dynamic world of real estate investing, tax strategies that stand the test of time are invaluable. This month, we’re introducing two fresh approaches—bonus depreciation for real estate gains, and leveraging 1031 exchanges for tax deferral—designed to help you minimize taxes and maximize returns. These strategies are evergreen, yet they align seamlessly with the provisions of the “One Big Beautiful Bill Act”.

A. Leveraging 100% Bonus Depreciation for Real Estate Gains

 

What It Is

The “One Big Beautiful Bill Act” restores 100% bonus depreciation, allowing real estate investors to immediately deduct the full cost of qualifying property in the year it’s placed in service. This applies to assets with a recovery period of 20 years or less, such as certain improvements to rental properties (e.g., cabinets, countertops, floating flooring, landscaping, pools, etc.) and equipment used in real estate businesses.

 

Why It Matters

This provision accelerates tax deductions, reducing your taxable income significantly in the short term. For example, if you spend $50,000 on qualifying improvements to a rental property in 2025, you can deduct the entire amount that year, rather than spreading it over decades. This boosts cash flow and frees up capital for reinvestment—crucial for growing your portfolio. With the bill making this permanent, it’s a reliable strategy for long-term planning.

 

Key Consideration

Not all property qualifies—land and structural components of the building don’t, but components like appliances, furniture, or certain renovations often do. To maximize this, conduct a cost segregation study to identify and separate eligible assets from the building’s structure. Timing is also key: ensure the property is “placed in service” (ready and available for use) by year-end to claim the deduction. Work with a tax professional to confirm eligibility and optimize your depreciation schedule.

B. Leveraging 1031 Exchanges for Tax Deferral

 

What It Is

A 1031 exchange allows you to defer capital gains taxes by reinvesting proceeds from the sale of one investment property into another “like-kind” property. This IRS-approved strategy can postpone tax liability indefinitely, provided you follow strict timelines and rules.

 

Why It Matters

Deferring taxes preserves your capital, enabling you to reinvest more into your next property and compound your wealth over time. The “One Big Beautiful Bill Act” enhances this strategy by making the Qualified Business Income (QBI) deduction permanent and increasing it to 23%. If your replacement property generates rental income through a pass-through entity, you could pair the tax deferral of a 1031 exchange with a boosted QBI deduction, amplifying your tax savings.

 

Key Consideration

To qualify, you must identify a replacement property within 45 days and close within 180 days of selling the original property. The properties must be of similar nature (e.g., real estate for real estate), and a qualified intermediary is required to handle the transaction. Work with a tax advisor to ensure compliance and explore how the bill’s provisions can enhance your long-term strategy.

Putting It All Together

Combining 1031 exchanges with 100% bonus depreciation creates a powerful duo—deferring taxes on gains while slashing current taxable income through immediate deductions. With the “One Big Beautiful Bill Act” enhancing these tools, 2025 is an ideal time to refine your strategy. Reach out to Aiola CPA, your real estate-specialized CPA, for personalized advice.

Case Study: Maximizing Tax ROI with the "One Big Beautiful Bill Act" Through STR Investments

Note: For client confidentiality, the names and certain details in this case study have been altered.

 

Client Background

“Brian,” a seasoned real estate investor in Texas, owns a portfolio of single-family rental homes and small multifamily units. In early 2025, Brian expanded his portfolio by purchasing a short-term rental (STR) property for $800,000. With the “One Big Beautiful Bill Act,” Brian leveraged the restored 100% bonus depreciation and other tax provisions to maximize savings and accelerate wealth building. As an material participant in the STR, Brian can report this activity as nonpassive and utilize the tax losses to offset his high W-2 income.

Initial Situation (Early 2025)

The new law introduced key provisions that Brian could utilize, namely 100% bonus depreciation, which allows immediate deduction of the depreciable portion of qualifying assets, such as the components of the building and improvements (but not the land).

Brian saw 2025 as an optimal time to invest, particularly with the ability to deduct the depreciable cost of a new property upfront.

Challenges Identified

  • High initial costs of acquiring and preparing the property for guests.
  • Ensuring maximum eligibility for 100% bonus depreciation.
  • Managing tax benefits alongside short-term rental income/investment goals.

Strategic Actions Taken

The $800,000 purchase price was split: 20% ($160,000) allocated to non-depreciable land and 80% ($640,000) to the depreciable building. Using a cost segregation study, Brian segregated roughly $200,000 worth of 5- and 15-year assets eligible for 100% bonus depreciation, allowing him to deduct 100% of that $200,000, in addition to straight-line depreciation on the remaining 39-year assets. This reduced Brian’s taxable income significantly.

Quantifying the Impact

Bonus depreciation savings:

  • Old Law (40% Bonus Depreciation): Deduction of 40% of $200,000 = $80,000, saving $30,000 (37% tax rate).
  • New Law (100% Bonus Depreciation): Full deduction of $200,000, saving $74,000 (37% tax rate).
  • Difference: Additional $44,000 in first-year tax savings.
Impact on cash flow and investment strategy:
The $74,000 tax savings boosted Brian’s cash flow, enabling:
  • Reinvestment in additional rental properties.
  • Upgrades to existing properties for higher rents.
  • A financial buffer for future opportunities.
Brian now focuses on properties eligible for 100% bonus depreciation to maximize upfront tax benefits and grow his portfolio faster.

Conclusion & Lessons Learned

The “One Big Beautiful Bill Act” turned a routine property purchase into a more tax-efficient investment for Brian. Key takeaways:

  • Focus on Depreciable Costs: Low land value = higher depreciable basis.
  • Maximize Bonus Depreciation: Conduct a cost segregation study to maximize your first year depreciation deduction.
  • Utilize Tax Losses: Materially participate to enable tax losses to offset other income.
  • Consult Aiola CPA: Optimize tax strategies with professional guidance.

This approach enhanced Brian’s wealth-building efficiency, providing a model for STR investors in 2025 and beyond.

Accounting & Financial Statement Tips

In light of the “One Big Beautiful Bill Act”, below are two relevant accounting pointers to help polish your balance sheet and P&L, enabling you to see operations clearly and make smart business and investment decisions.

A. Segregate Fixed Assets by Asset Class

  • Why It Matters: Separating capital assets on your balance sheet allows you to see a breakdown of assets by type (e.g., building, land, improvements, land improvements, etc.), and tie into your tax returns for better clarity when filing at tax time.
  • Common Pitfalls: Grouping purchases or improvements into a single asset account.
  • Impact: A misrepresentation on your balance sheet could lead to errors on your tax returns or difficulties with lenders when attempting to obtain financing. Clean books are essential to running a smooth business.
  • Action Steps: Consult with our team to ensure you’re booking your assets correctly, and that your financials are accurate and reliable.
 

B. Understand The Difference Between Cash Flow and Taxable Income

  • Why It Matters: Real estate investors tend to focus more on the property’s performance than the tax impact of the investment. Understanding the difference between the cash flow the property produces and the tax income or loss that your P&L and tax return shows is crucial when analyzing your pre- and post-tax ROI and COC return.
  • Common Pitfalls: Reviewing your financials might set different expectations for the results you receive when filing your tax returns.
  • Impact: Not understanding that there are certain cash expenditures that are not tax-deductible (e.g., mortgage principal and other debt repayments), and certain non-cash tax deductions (e.g., depreciation, amortization, and mileage) can complicate your bookkeeping and, consequently, your reconciliation of your books to your tax returns.
  • Action Steps: Consult with us to understand what cash expenses you have that will not affect your tax liability, and which tax deductions that do not require you to spend money are available to you..

Tying It Together

Following these tips helps keep your books clean, organized, and reliable. Performing a status check on your books and financials each month is best practice and helps you:

  • Understand the financial health of your business
  • Oversee the performance of your investment portfolio
  • Catch any accounting errors that will stand out from month to month
  • Make informed business and investment decisions to scale your business

Aiola CPA can help you implement these best practices and keep your books tax-friendly and audit-ready.

Market Outlook

A Balanced Market Emerges: Opportunities Amid Softness

Inventory Continues to Surge

Active listings have climbed to 1.9 million, up 14% year-over-year, offering buyers more choice than in recent years. However, this remains below the 2.2 million listings typical of a balanced market like 2019. The increase is driven by a 10% rise in new listings, with 620,000 properties hitting the market in April 2025.

This inventory growth has extended the median days on market to 47 days, a six-year high, compared to 43 days last month and the 20-30 days seen during the pandemic peak.

 

Price Growth Stalls, Creating Buyer Leverage

Home prices are up 2% year-over-year, per Redfin, but this growth lags behind the 2.3% inflation rate, meaning real (inflation-adjusted) prices are effectively flat. A growing gap between seller expectations and buyer willingness is evident: the median asking price is $470,000, 9% higher than the $431,000 median sale price—the widest gap since 2020.

This mismatch has led to a surge in price cuts, with 20% of listings seeing reductions, compared to a pre-pandemic norm of 14%. Regional price variations are stark: Jacksonville, FL (-4%), San Francisco (-2.5%), and Austin (-1.6%) are seeing declines, while affordable markets like Milwaukee (+12%) and Cleveland (+9.5%) continue to grow.

The “One Big Beautiful Bill Act” supports investors in this softening market by restoring 100% bonus depreciation through 2029, allowing immediate expensing of property improvements to offset taxable income.

 

Mortgage Rates Stay High, Dampening Transactions

The 30-year fixed mortgage rate stands at 6.9%, down slightly from 6.93% in January but not low enough to spur significant transaction volume. Bond market uncertainty, fueled by tariffs and economic volatility, keeps rates elevated, with no Federal Reserve rate cuts expected in June.

Despite high rates, mortgage demand is up slightly year-over-year, reflecting resilient buyer interest. In markets like Jacksonville and San Francisco, falling prices have reduced median monthly mortgage payments by up to 4.2%, improving affordability.

The bill’s permanent 23% QBI deduction can help investors offset higher financing costs by reducing taxable income from rental properties.

 

Rents Flat, Vacancies Rise

Rental prices are flat, with sources like Apartment List showing no significant growth and others like Zillow reporting a 3% increase or Realtor a 3% decrease. Vacancy rates have hit 7%, the highest in eight years, up from 3.8% post-pandemic, driven by a glut of new apartment supply.

Single-family and small multifamily rentals are holding steady, benefiting from strong demand as high home prices push buyers toward renting. However, Class B and C apartment buildings face higher vacancies and weaker pricing due to oversupply, lower immigration, and potential tariff-driven inflation.

A proposed cut to Section 8 funding, which supports 9 million low-income renters, could exacerbate vacancies in lower-end properties if Congress approves it and states don’t fill the gap. Investors should monitor this closely.

 

Macro Risks: Tariffs, Sentiment, and Section 8

  • Tariffs: A 34% tariff on Chinese imports could raise construction costs by 10-15%, impacting renovations and new developments.
  • Consumer Sentiment: Low consumer confidence, at its lowest in years, may delay household formation, prolonging apartment oversupply.
  • Section 8 Uncertainty: Potential cuts to federal rental assistance could increase evictions and vacancies in Class B/C properties, though this remains a proposal.

Bottom Line 

The 2025 housing market is softening but far from crashing. Flat real prices, rising inventory, and high mortgage rates create a balanced market where buyers hold more power. For investors, this is a chance to acquire properties at lower prices, especially in softening regions like Florida, California, and Texas, while leveraging the “One Big Beautiful Bill Act” for tax advantages.
 
Key Takeaways:
  • Negotiate Aggressively: With 20% of listings seeing price cuts, aim for 5-10% below asking in softening markets.
  • Target Affordable Markets: Focus on Milwaukee, Cleveland, or similar areas with strong price growth.
  • Leverage Tax Benefits: Use the bill’s 100% bonus depreciation and 23% QBI deduction to boost cash flow.
  • Monitor Section 8 Developments: Avoid overexposure to Class B/C apartments until funding clarity emerges.
  • Budget for Tariffs: Pad renovation budgets by 10-15% to account for rising material costs.
The 2025 market offers both risks and rewards. Success hinges on conservative underwriting, strategic acquisitions, and tax optimization. Stay informed, and let Aiola CPA guide you through this dynamic landscape.

Q&A: Top Questions from Our Clients

Real estate investors are navigating a transformed tax landscape following the passage of the “One Big Beautiful Bill Act” in May 2025. Below are three timely questions about the bill’s impact, with concise answers to guide your 2025 strategies.

Q: What new tax deductions or credits can I use for my real estate properties under the “One Big Beautiful Bill Act”?

A: The bill delivers several benefits for real estate investors:

100% Bonus Depreciation Returns: Available for qualifying assets placed in service from January 19, 2025, through 2029, this allows immediate expensing of items like equipment or certain property upgrades.

Permanent 23% QBI Deduction: The Qualified Business Income (QBI) deduction under Sec. 199A is now permanent and raised to 23%, cutting taxable income for pass-through entities like LLCs or S corporations used in real estate.

Temporary Standard Deduction Increase: Enhanced for 2025-2028, this may influence whether you itemize deductions like mortgage interest..

  • Action Steps: Plan purchases or improvements to leverage bonus depreciation before it phases out in 2030. Confirm your real estate operations qualify for the QBI deduction and structure accordingly. Aiola CPA can help maximize these opportunities.

Q: Is the 100% bonus depreciation change retroactive to prior years?

A: No, the 100% bonus depreciation introduced by the “One Big Beautiful Bill Act” is not retroactive to any date before January 19, 2025. It applies only to qualifying assets placed in service on or after January 19, 2025, through December 31, 2029. Assets placed in service before January 19, 2025, do not qualify for this benefit.

  • Action Steps: Review your asset acquisition timeline to ensure you can take advantage of the 100% bonus depreciation for qualifying purchases made after January 19, 2025. Consider adjusting your investment plans to align with this window.

Q: How do the permanent TCJA tax rates under the “One Big Beautiful Bill Act” affect my real estate investments?

A: The bill locks in the lower individual income tax rates from the Tax Cuts and Jobs Act (TCJA) permanently. For real estate investors, this means rental income and profits from property sales will continue to be taxed at these reduced rates, boosting after-tax returns and making real estate a more appealing long-term investment.

  • Action Steps: Review your investment portfolio to see if the permanent lower rates justify accelerating property sales or tweaking income recognition timing. Contact Aiola CPA to analyze how these rates apply to your specific holdings.

Key Takeaway

The “One Big Beautiful Bill Act” offers real estate investors powerful tools—like permanent tax cuts, enhanced deductions, and time-sensitive benefits—but success depends on proactive planning. Aiola CPA is ready to customize these insights to your portfolio—reach out to optimize your 2025 real estate strategy.

Endnotes & Resources

At Aiola CPA, we aim to equip you with the knowledge and tools to navigate tax strategies, avoid accounting pitfalls, and seize real estate opportunities in 2025. This section summarizes key legislative updates, market data, and accounting tools from this month’s newsletter to help you navigate 2025’s real estate landscape.

Legislative Updates

The “One Big Beautiful Bill Act,” passed on May 22, 2025, brings significant changes for real estate investors:

  • Permanent TCJA Tax Rates: The lower individual income tax rates from the Tax Cuts and Jobs Act (TCJA) are proposed to be locked in, reducing tax burdens on rental income and property sales.
  • Increased Standard Deduction: A permanently higher standard deduction, with a temporary boost for 2025-2028, may lessen the need to itemize deductions like mortgage interest.
  • Permanent 23% QBI Deduction: The Qualified Business Income (QBI) deduction under Sec. 199A is proposed to be permanently at 23%, enhancing tax savings for pass-through entities (e.g., LLCs, S corps).
  • 100% Bonus Depreciation: Proposed to be effective for assets placed in service from January 19, 2025 through 2029, this allows immediate expensing of qualifying assets.
  • SALT Deduction Cap: Proposed to be increased to $40,000, with a phaseout for incomes above $500,000, offering relief in high-tax states.
  • Energy Credits: Many energy-efficient property credits expire after December 31, 2025, with some phasing out sooner, and are not proposed to be renewed—act now to claim them.

Source: “One Big Beautiful Bill Act” (H.R. 1, May 22, 2025); IRS Guidelines.

Real Estate Market Guidance

  • Inventory Levels: Active listings hit 1.9 million in April 2025, up 14% year-over-year, but still below the 2.2 million mark of a balanced market.
  • New Listings: April 2025 recorded 620,000 new listings, a 10% increase year-over-year, though still shy of pre-pandemic norms.
  • Price Trends: Nominal home prices grew 2% year-over-year, but real (inflation-adjusted) prices are flat, with declines in markets like Jacksonville (-4%) and San Francisco (-2.5%).
  • Mortgage Rates: 30-year fixed rates dipped to 6.9% in April, down from 6.93% in January, with no cuts anticipated in June.
  • Rent Trends: Rents remain flat, with vacancy rates at 7%—an eight-year peak—due to apartment oversupply.

Source: Redfin (April 2025); Apartment List (April 2025); Freddie Mac (April 2025).

Thank You

We’re honored to be your trusted partner in navigating 2025’s tax and real estate landscape. Whether it’s optimizing bonus depreciation, dodging accounting errors, or timing market moves, Aiola CPA is here to help. Reach out to refine your strategy and secure your success!

To your continued success,
The Aiola CPA Team

Contact Information & Next Steps

Turning Knowledge into Action:

We hope this edition of The Tax-Savvy Real Estate Investor has armed you with valuable information and sparked ideas for enhancing your tax efficiency, refining your accounting practices, and exploring new market opportunities. However, information alone is not enough—real transformation requires taking the next step.

 

How Aiola CPA Can Help:

As a specialized CPA firm focused on real estate, our mission is to deliver proactive advisory services that turn complexity into clarity. Whether you’re a seasoned investor with a diverse portfolio or a newcomer aiming to build a stable foundation, we’re here to help you tailor strategies that align with your unique goals.

 

Services Offered:

  • Comprehensive Tax Planning: From optimizing depreciation deductions to structuring acquisitions and refining entity setups, we identify tax-saving strategies tailored to your situation.
  • Accounting Guidance: We can help you select and implement the right software tools, establish proper accounting protocols, and maintain accurate records that support solid financial decisions and smooth tax filings.
  • STR and REPS Consulting: We assist in documenting hours, structuring workflows, and meeting IRS criteria for the STR loophole and Real Estate Professional Status—unlocking substantial tax benefits.
  • Transaction Support: Contemplating a 1031 exchange, a large-scale renovation, or a multi-property acquisition? We provide scenario analysis, cost/benefit evaluations, and guidance on optimal timing so you can execute moves with confidence.

 

The Consultation Process:

  1. Initial Inquiry: Complete our intake form and receive an email from us with a packet of information on our services and pricing, and a link to schedule an intro meeting.
  2. Discovery Meeting: We’ll schedule a complimentary 30-minute video meeting to assess your situation, provide more info on our services and how we can help, and outline potential next steps.
  3. Proposal & Engagement: After understanding your goals and reviewing initial information, we’ll propose a tailored service plan detailing the scope of work, deliverables, and fees.
  4. Ongoing Advisory & Implementation: Once engaged, we become your partner in navigating the financial and regulatory landscape. Through initial strategic discussions, regular check-ups, timely alerts on legislative changes, and real-time advice, we help you stay up-to-date and proactive rather than reactive.

 

Staying Informed & Connected:

  • Playbook Subscription: If you received this playbook from a friend or colleague, be sure to subscribe directly on our website to ensure you never miss an update. We’ll continue to provide market insights, regulatory alerts, and strategic recommendations in future editions.
  • Social Media & Blog Posts: We are committed to additional content rollouts this year, as well. Follow us on our various social media channels and visit our website’s blog for timely articles, quick tips, and breaking news that can affect your portfolio.
  • Webinars & Workshops: Stay tuned for invitations to our upcoming educational webinars and workshops, where we discuss advanced topics like complex deal structuring, Opportunity Zone updates, or leveraging retirement accounts for real estate investing.

 

Our Commitment to Your Success:

At Aiola CPA, we measure our success by your results. By combining technical expertise, industry specialization, personal investment experience, and a client-centered approach, we aim to help you reduce tax liabilities, streamline operations, and ultimately build long-term wealth through real estate.

 

Ready to Take the Next Step?

Contact us today to schedule a discovery call and learn how we can help you make the most of your investments, navigate a changing tax landscape, and achieve your financial goals.