Mastering Depreciation - Part II: Advanced Depreciation Strategies for Rental Properties
February 18, 2025
In the first part of this series, we explored the fundamentals of depreciation, the IRS’s method of allowing property owners to recover the cost of their investments over time. Now, we turn to advanced strategies that can amplify tax savings, accelerate cash flow, and transform depreciation from a passive deduction into an active wealth-building tool. These tactics—cost segregation studies, bonus depreciation, Section 179 expensing, and the de minimis safe harbor—are not just for institutional investors. With the right approach, even small-scale landlords can harness their power.
Mastering Depreciation - Part I: The Backbone of Rental Property Tax Strategy
February 16, 2025
For rental property investors, depreciation is far more than a line item on a tax return—it's a foundational strategy for building long-term wealth. By spreading the cost of a property over its useful life, depreciation allows investors to reduce taxable income while holding an asset that often appreciates in value. Yet, navigating the rules requires a clear understanding of how depreciation works, from its basic mechanics to its long-term implications. Let’s explore this essential tool in detail.
Navigating Employee Stock Options in California
February 15, 2025
Exercising employee stock options can be a significant milestone in your financial journey. Whether you hold Incentive Stock Options (ISOs) or Non-Qualified Stock Options (NSOs), understanding the tax implications at both the federal and California levels is key to making informed decisions. While taxes are an inevitable part of the process, careful planning can help you optimize outcomes and avoid surprises. Let's break down what you need to know.
