Key takeaways
- Annual tax planning meeting.
- Cost seg on each acquisition.
- REPS status maintained.
- 1031 calendar.
- Estate planning integrated.
Core concepts
Tax planning
Annual meeting with CPA.
Cost seg cadence
Each acquisition + each refi.
REPS
750 hours, material participation.
Step-by-step framework
- 1Annual planning meeting.
- 2Cost seg each acquisition.
- 3REPS log.
- 41031 calendar.
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Common mistakes to avoid
- Year-end tax surprises.
- No annual planning.
Frequently asked questions
Meeting timing?
October–November.
Cost seg cost?
$5–15k per asset.
REPS hours?
750 + material.
Estate plan?
$1M+ net worth.
Action checklist
- ☐Annual planning.
- ☐Cost seg on each.
- ☐REPS log.
- ☐1031 calendar.
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