The tax advisory firm behind the Real Estate Investor Tax Playbook and the Entity Tax Strategy Series.
The Real Estate Investor Tax Playbook is a comprehensive guide to real estate taxation written by the advisory team at AE Tax Advisors. Covering 13 chapters of actionable tax strategy, the book walks investors through every major tax planning opportunity available under the Internal Revenue Code -- from basic rental depreciation through advanced cost segregation, the STR tax loophole, 1031 exchanges, and entity structuring.
This is not a general tax overview. Every chapter is written with specific IRC citations, real-world case studies, and step-by-step implementation guidance that investors can take directly to their tax advisors or apply in their own planning.
AE Tax Advisors is a tax advisory firm specializing in real estate tax strategy, cost segregation studies, and entity structuring for investors and business owners. The firm works with rental property owners, short-term rental operators, real estate professionals, and high-income W-2 earners who invest in real estate.
Core services include:
The Real Estate Investor Tax Playbook is the third volume in the Entity Tax Strategy Series -- a growing library of tax strategy guides from AE Tax Advisors. Each book in the series tackles a specific area of tax planning with the same depth, IRC-backed analysis, and practical implementation focus.
Other books in the series:
Every strategy covered in this book and in our advisory practice is grounded in the Internal Revenue Code. We do not promote aggressive or questionable tax positions. Instead, we focus on the legal, well-established provisions that the IRC explicitly provides for real estate investors -- cost segregation under IRC Sec. 168, bonus depreciation, the passive activity rules under IRC Sec. 469, Real Estate Professional Status, and like-kind exchanges under IRC Sec. 1031.
The goal is simple: help real estate investors understand what the tax code allows and implement those strategies correctly, with proper documentation and professional guidance.
If you need hands-on tax advisory services, cost segregation studies, or help implementing any strategy covered in this book, visit aetaxadvisors.com to learn more about working with our team.