First filter
Lifecycle stageAcquire, build, hold, renovate, sell, or advisor collaboration.Resource center
Find the right CRE tax resource for the next decision.
Explore guides, case studies, checklists, videos, and planning notes organized by timing, service area, and advisor-ready next step.
- PublishedPublished resources
- 31
- Service areas
- 8
- FormatsResource formats
- 4
Decision library
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Each asset is meant to help an owner or advisor route the next conversation before records, deadlines, or return positions lock in.Second filter
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6 of 31 resources matched to type: Case Study, service: Income Tax Planning.
Recommended starting pointtype: Case Study | service: Income Tax Planning
Acquisition Allocation Case Study: Hotel Portfolio
A hotel-portfolio case study on why purchase allocation, contract drafting, and depreciation support should be reviewed before closing.
Planning asset
Income Tax Planning
Case StudyHoldUpdated 2026-06-30
Real Estate Professional Status Case Study: Three Paths
A documentation-focused case-study briefing on REPS, short-term rental material participation, and making depreciation deductions usable.
Decision helped
Income Tax PlanningBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor, CPA review
View resource
Planning asset
Income Tax Planning
Case StudyHoldUpdated 2026-07-06
Income Tax Planning Case Study: $75,000 Hidden in Plain Sight
A practical case study on why accurate return preparation can still miss forward-looking income tax planning leverage.
Decision helped
Income Tax PlanningBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor, CPA review
View resource
Planning asset
Income Tax Planning
Case StudyHoldUpdated 2026-07-06
Medical Practice Grouping Rules Case Study
A taxpayer-context case study on how real estate deductions can become useful only after ownership, activity, and grouping facts are reviewed.
Decision helped
Income Tax PlanningBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor, CPA review
View resource
Planning asset
Income Tax Planning
Case StudyHoldUpdated 2026-07-06
Entity Structure Case Study: Nevada Holding Company
An entity-structure case study on consolidating scattered property ownership without losing tax and advisor visibility.
Decision helped
Income Tax PlanningBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor review
View resource
Planning asset
Income Tax Planning
Case StudyHoldUpdated 2026-07-06
Short-Term Rental Case Study: Two Properties, Usable Deductions
A short-term rental case study on making depreciation planning useful through property facts, participation, and CPA coordination.
Decision helped
Income Tax PlanningBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor, CPA review
View resourceVideo Resources
Commercial real estate tax planning videos.
Short JPOPE briefings for acquisition, ownership, depreciation, credits, appeals, entity planning, sales, and advisor conversations.
