Millionaire Tax Planning for Real Estate

I need a seasoned financial professional to review my existing portfolio and design a tax-efficient framework that keeps more of my real-estate-driven income in my pocket. My priority is tax planning, not basic bookkeeping: think 1031 exchange timing, depreciation schedules, entity structuring, and long-term capital-gain optimisation across multiple properties.

Here’s what I expect:
• A tailored, written tax-minimisation strategy covering federal and state obligations, backed by clear calculations and citations of current IRS code.
• Recommendations on the optimal legal entities or trusts for holding present and future real-estate assets, with pros, cons, and setup steps.
• An implementation roadmap with quarterly checkpoints so my existing CPA team can roll out the plan smoothly.

You should already be comfortable modelling scenarios in Excel or a similar tool, know your way around QuickBooks data exports, and be up to date on recent real-estate tax law changes. Familiarity with high-net-worth asset-protection structures is a plus; if you can integrate ideas like cost segregation and opportunity-zone investing, even better.

Once I receive the strategy document and walkthrough call, I’ll verify that the numbers align with my latest filings and projected acquisitions. If everything checks out, the engagement is complete—though there’s room for ongoing advising as new properties come online.