Reader intent
Make the issue visibleLead with the tax question the owner or CPA is likely trying to answer.JPOPE Blog
CRE tax planning articles that make the next owner decision clearer.
Read practical notes on lifecycle timing, depreciation, credits, property tax, capital gains, case-study lessons, and advisor coordination.
Meet Jamie PopeWatch Jamie’s planning briefingFounder-led guidance, ready when you are.- Published articles
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Every brief clarifies why timing matters.
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Current blog view
6 briefs arranged by topic: CRE Tax Briefs, order: Recommended.
CRE Tax BriefsLead briefing for this lens
Forgiven Is Not Forgotten: The Tax Work After a Lender Takes the Building
A CRE debt workout can create a disposition calculation, cancellation-of-debt income, basis consequences, and partner-level questions long after the property changes hands.
Planning lens
Clarify the tax issue
Best use
Before a CPA question
Reader outcome
8 min read
CRE Tax Briefs
The Half Step-Up Problem - and the Trust Route Five States Added
Common-law and community-property rules can produce very different first-death basis results. Elective trust statutes add a possible route, not an automatic federal answer.
Planning lens
Clarify the tax issueBest use
Before a CPA questionReader outcome
8 min read2026-07-14 | 8 min readRead article
CRE Tax Briefs
Cost Segregation Documentation Basics for Property Owners
The records and facts that make a cost segregation review more efficient, better supported, and useful for current cash flow.
Planning lens
Clarify the tax issueBest use
Before a CPA questionReader outcome
6 min read2026-06-05 | 6 min readRead article
CRE Tax Briefs
Cost Segregation Recapture Should Be Modeled, Not Feared
A short planning note on why depreciation recapture is real but should be compared against current savings, hold period, replacements, and reinvestment use.
Planning lens
Clarify the tax issueBest use
Before a CPA questionReader outcome
4 min read2026-06-26 | 4 min readRead article
CRE Tax Briefs
Annual CRE Reviews Find Savings Before Year-End Pressure Builds
A practical annual review can surface depreciation, property tax, repair, energy, fixed asset, and entity opportunities before tax deadlines compress the work.
Planning lens
Clarify the tax issueBest use
Before a CPA questionReader outcome
5 min read2026-06-12 | 5 min readRead article
CRE Tax Briefs
Property Tax Appeals Need Evidence Before the Deadline
Assessment notices, valuation support, property condition records, fee economics, and appeal calendars should be organized before the filing window tightens.
Planning lens
Clarify the tax issueBest use
Before a CPA questionReader outcome
4 min read2026-06-12 | 4 min readRead article