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Passive income and losses

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For Biz Owners: This Business Owner Lost $20K in Deductions—Don’t Make the Same Mistake

July 31, 2025

"Avoid This Costly Lessonin Tax Planning for Property Owners" To get my complete article with all the details… If you own a second home, a vacation rental, or are exploring ways to make passive income through real estate—there’s a tax case you need to read. The $20,000 Mistake: Charles Akers, a business owner just like you, thought he was doing everything right … [Read more...]

For Tax Pros: The $20,000 Vacation Rental Mistake Your Clients Can’t Afford

July 31, 2025

“Read This Case—Then Use Itto Protect Your Clients” To get my complete article with all the details… How confident are your clients when it comes to deducting vacation home expenses? If they’re like most, they’re one bad assumption away from losing thousands in potential deductions. A recent case—“Avoid the $20,000 Tax Mistake This Vacation Homeowner … [Read more...]

Don’t Let the Excess Business Loss Rule Catch You Off Guard

May 21, 2025

“Navigating Excess Business Loss Limits:What You Need to Know” To get my complete article with all the details… If your business saw a loss, the Tax Cuts and Jobs Act (TCJA) and subsequent tax law changes could limit your ability to deduct that loss on your tax return. In our new article, Navigating Excess Business Loss Limits: What You Need to Know, we break … [Read more...]

[Important Tax Alert] Can Your Real Estate Pro Status Unlock Past Rental Losses?

January 27, 2025

“Can Real Estate Professional StatusFree Up Old Passive Losses?” To get my complete article with all the details… As tax season approaches, many real estate investors who've recently qualified as real estate professionals are asking a critical question: "Now that I'm a real estate professional, can I deduct all those passive losses from previous years?" The … [Read more...]

Real Estate Dealer or Investor? The IRS’s View Matters

January 27, 2025

“Are You a Real Estate Dealeror Investor?” To get my complete article with all the details… "Am I a real estate dealer or investor?" It seems like a simple question, but the answer could dramatically impact your tax situation. We've just published a comprehensive guide that: Clarifies how the IRS views each classification Explains the tax implications for … [Read more...]

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