Over the past few years, we've had the honor of working with hundreds of real estate investors, business owners, and high earners on building tax-efficient lives and legacies. As we head into a new year, I’m trying to better communicate what we actually do — and nothing beats hearing it from real people we’ve helped. If my team and I have helped you:✅ Save on taxes✅ Understand your numbers✅ Create a long-term tax strategy✅ Or just made this whole thing less stressful… Would you be open to sharing 1-2 sentences about your experience?(Feel free to drop it in the comments or DM me — whichever you prefer!) It helps us tremendously, and it might also help someone who’s on the fence about getting their tax life in order.

I have run an STR for the past 6 years and would like to add more to our portfolio. Since diving into all things real estate investing as of last year, I am realizing that I have been doing it the wrong way. This is one of my steps to approaching my STR ambitions in a more beneficial and profitable way going forward. Cheers! 🤗

I have a few questions regarding auto/mileage traveling to/from our STR for maintenance: - is there a spreadsheet/tracker form for that - if I bought a property in 2025, but didn't put it into service until 2026, is there any way I can record all of the mileage I accrued on getting the property ready in late 2025? Should I just log that away for my 2026 tax return or 2025? Or will I never get to count that milage? (I know this does not go towards material participation. This is about Schedule E expenses.)

I have a few real estate syndication investments as a limited partner, and my spouse is a full-time real estate professional (residential rental). I recently heard that we might be able to make a grouping election to combine all our syndication activities so we can take advantage of bonus depreciation and passive loss deductions. From what I understand, the main concern is that since we’re LPs, grouping could potentially expose us to being treated more like general partners — which we’re okay with. My spouse could also document the time she spends advising or helping with some of these properties. Has anyone here gone through this grouping election process before? 1. How to properly make the election for the 2025 tax year? 2. What kind of documentation is needed in case of an IRS audit (logs, agreements, proof of material participation, etc.) Thank you!