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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
Use resources by planning pressure, not by title hunting.
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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16 activePick the asset that matches the question in front of the owner.Searchable planning library
Search by the question, document, service lane, or owner pressure point.
Search by issue, timing, service lane, or document type. Each resource carries clear context for owners, advisors, and modern search tools, so the next planning question is easier to route.
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16 of 31 resources matched to stage: Hold.
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Recommended starting pointstage: Hold
Annual CRE Tax Review Guide
A structured year-end review path for depreciation, property tax, credits, and planning windows.
Planning asset
Property Tax Appeals
ChecklistHoldUpdated 2026-06-09
Property Tax Appeal Evidence List
A working list of valuation, assessment, income, and condition documents to prepare before appeal deadlines tighten.
Decision helped
Property Tax AppealsBest timing
Before annual review closesUse it for
Preparing recordsBuilt for owner, investor, advisor review
View resource
Planning asset
Cost Segregation
Case StudyHoldUpdated 2026-06-26
Catch-Up Depreciation Case Study: Shopping Center Portfolio
A shopping-center portfolio case study on how Form 3115 catch-up depreciation turned long-trapped deductions into current planning capital.
Decision helped
Cost SegregationBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, CPA review
View resource
Planning asset
Cost Segregation
Case StudyHoldUpdated 2026-06-26
Recapture Myth Case Study: Multifamily Cost Segregation
A multifamily case study showing why depreciation recapture should be modeled instead of used as a blanket reason to avoid cost segregation.
Decision helped
Cost SegregationBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, CPA review
View resource
Planning asset
Cost Segregation
Case StudyHoldUpdated 2026-06-26
Rental Portfolio Case Study: The $842,000 Long View
A smaller-portfolio case study on how modest recurring tax savings can compound when owners reinvest the benefit over time.
Decision helped
Cost SegregationBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, CPA review
View resource
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
Property Tax Appeals
Case StudyHoldUpdated 2026-07-06
Property Tax Case Study: Business Value Is Not Building Value
A property tax appeal case study on separating real estate value from business performance, tenant strength, and temporary operating disruption.
Decision helped
Property Tax AppealsBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor review
View resource
Planning asset
Property Tax Appeals
Case StudyHoldUpdated 2026-07-06
Integrated Engineering Case Study: Boca Raton Office Building
A multi-lane case study showing how property condition, valuation, cost recovery, property tax, and insurance review can reinforce each other.
Decision helped
Property Tax AppealsBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor, CPA review
View resource
Planning asset
Estate Planning
Case StudyHoldUpdated 2026-07-06
Estate Planning Case Study: The Probate Problem
An estate planning case study on why owners can still have a serious planning problem even when estate tax is not the immediate issue.
Decision helped
Estate PlanningBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor review
View resource
Planning asset
Estate Planning
Case StudyHoldUpdated 2026-07-06
Estate Planning Case Study: The Concentrated Asset Bet
A basis and estate planning case study on why concentrated low-basis assets should be reviewed before family timing controls the outcome.
Decision helped
Estate 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 resource
Planning asset
Cost Segregation
Case StudyHoldUpdated 2026-07-06
Missed Depreciation Case Study: The Cost of Waiting
A long-hold portfolio case study showing how modest annual missed depreciation can become a large lost compounding opportunity.
Decision helped
Cost SegregationBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor, CPA review
View resource
Planning asset
Annual CRE Review
ChecklistHoldUpdated 2026-06-12
Proactive Tax Planning Checklist
A checklist for owners who want to stay ahead of income, capital gains, credits, depreciation, and benefit review choices.
Decision helped
Annual CRE ReviewBest timing
Before annual review closesUse it for
Preparing recordsBuilt for owner, investor, advisor 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.
