What a CPA / Real Estate Tax Advisor Does
A real estate CPA or tax advisor specializes in the unique tax rules that apply to commercial real estate — depreciation, bonus depreciation, cost segregation studies, 1031 exchanges, opportunity zones, passive activity rules, and entity-level tax planning. For active investors and developers, a strong real estate CPA can save six or seven figures in taxes over the life of a portfolio.
Key Responsibilities
- Advise on entity structure (LLC, partnership, REIT, etc.)
- Coordinate cost segregation studies for bonus depreciation
- Structure 1031 exchanges with qualified intermediaries
- Manage K-1s and investor-level tax reporting
- Prepare depreciation schedules and tax returns
- Advise on opportunity zones and other tax incentives
When You Need One
Before any significant real estate transaction. Tax planning is most effective before a deal closes — not after.
How MaxLife Works With Them
MaxLife Development refers clients to experienced Florida real estate CPAs for tax structuring on NNN acquisitions, development projects, and 1031 exchanges.