100 decision guides · 10 topic clusters

Real Estate Investor Tax Playbook Learning Library

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Start with six worked companion guides · About AE Tax Advisors as publisher

Practical, evidence-led guides for property investors and advisors building a defensible real estate tax file. Each page connects one decision to source records, downside cases, implementation owners, and related reading.

Real Estate Entities

Field GuideReal Estate Entities: Field Guide Due-Diligence ChecklistReal Estate Entities: Due-Diligence Checklist Common MistakesReal Estate Entities: Common Mistakes Questions to AskReal Estate Entities: Questions to Ask Worked ExampleReal Estate Entities: Worked Example Decision ScorecardReal Estate Entities: Decision Scorecard Red FlagsReal Estate Entities: Red Flags Implementation PlanReal Estate Entities: Implementation Plan Advanced ConsiderationsReal Estate Entities: Advanced Considerations Practical FAQReal Estate Entities: Practical FAQ

Property Basis

Field GuideProperty Basis: Field Guide Due-Diligence ChecklistProperty Basis: Due-Diligence Checklist Common MistakesProperty Basis: Common Mistakes Questions to AskProperty Basis: Questions to Ask Worked ExampleProperty Basis: Worked Example Decision ScorecardProperty Basis: Decision Scorecard Red FlagsProperty Basis: Red Flags Implementation PlanProperty Basis: Implementation Plan Advanced ConsiderationsProperty Basis: Advanced Considerations Practical FAQProperty Basis: Practical FAQ

Depreciation

Field GuideDepreciation: Field Guide Due-Diligence ChecklistDepreciation: Due-Diligence Checklist Common MistakesDepreciation: Common Mistakes Questions to AskDepreciation: Questions to Ask Worked ExampleDepreciation: Worked Example Decision ScorecardDepreciation: Decision Scorecard Red FlagsDepreciation: Red Flags Implementation PlanDepreciation: Implementation Plan Advanced ConsiderationsDepreciation: Advanced Considerations Practical FAQDepreciation: Practical FAQ

Passive Losses

Field GuidePassive Losses: Field Guide Due-Diligence ChecklistPassive Losses: Due-Diligence Checklist Common MistakesPassive Losses: Common Mistakes Questions to AskPassive Losses: Questions to Ask Worked ExamplePassive Losses: Worked Example Decision ScorecardPassive Losses: Decision Scorecard Red FlagsPassive Losses: Red Flags Implementation PlanPassive Losses: Implementation Plan Advanced ConsiderationsPassive Losses: Advanced Considerations Practical FAQPassive Losses: Practical FAQ

Repairs Versus Improvements

Interest Expense

Field GuideInterest Expense: Field Guide Due-Diligence ChecklistInterest Expense: Due-Diligence Checklist Common MistakesInterest Expense: Common Mistakes Questions to AskInterest Expense: Questions to Ask Worked ExampleInterest Expense: Worked Example Decision ScorecardInterest Expense: Decision Scorecard Red FlagsInterest Expense: Red Flags Implementation PlanInterest Expense: Implementation Plan Advanced ConsiderationsInterest Expense: Advanced Considerations Practical FAQInterest Expense: Practical FAQ

Section 1031 Exchanges

Cost Segregation

Core tax guideCost Segregation for Rental Property: Deduction and Usable Loss Due-Diligence ChecklistCost Segregation: Due-Diligence Checklist Common MistakesCost Segregation: Common Mistakes Questions to AskCost Segregation: Questions to Ask Worked ExampleCost Segregation: Worked Example Decision ScorecardCost Segregation: Decision Scorecard Red FlagsCost Segregation: Red Flags Implementation PlanCost Segregation: Implementation Plan Advanced ConsiderationsCost Segregation: Advanced Considerations Practical FAQCost Segregation: Practical FAQ

Short-Term Rental Tax

Property Sale Planning

Real Estate Investor Tax Playbook: New Companion Reading Guides

Read a property tax plan in the order the facts arise: acquisition, placed-in-service evidence, depreciation, participation, annual loss limits and eventual sale. A larger paper deduction helps only when its treatment and timing fit the owner's return.

Explore all six new AE companion guides

AE Tax Advisors case studies