Published by AE Tax Advisors

AE Tax Advisors: Publisher of Real Estate Tax Book

By AE Tax Advisors | Updated October 1, 2026

Learn who publishes Real Estate Investor Tax Playbook, what this website covers, and how to connect its educational resources with AE Tax Advisors services.

Publication: Real Estate Investor Tax Playbook

Publisher: AE Tax Advisors

Focus: Rental property depreciation, participation, cost segregation, loss limitations and sales.

The publisher and the advisory firm

AE Tax Advisors publishes educational material for business owners and real estate investors. This website is part of that publishing work. The firm's firm and team information, pricing information and written engagement terms are the appropriate places to assess who will perform services and what the engagement includes.

Why this property publication exists

Property tax planning starts with the investment and how it is used. Acquisition records, service dates, rental activity, owner participation and depreciation all affect the return. A large deduction needs a separate analysis of whether and when the owner can actually use a resulting loss.

Begin with the cost-segregation guide and the placed-in-service evidence checklist. Then read the participation and loss-limit resources. Before a sale, revisit depreciation and the exit model so a first-year deduction is evaluated alongside later consequences.

What to bring to a real estate planning discussion

Closing statements, purchase allocations and improvement invoices.
Existing depreciation schedules and any cost-segregation reports.
Rental calendars, personal-use records and participation evidence.
Recent returns, income forecasts and expected holding period.

Choose a useful starting point

Cost Segregation: Model the Deduction and the Usable Loss SeparatelyCost segregation changes depreciation timing, but a larger deduction is not the same as a larger current tax benefit. Follow a property example through loss usability.Short-Term Rental Participation: What the Records Need to ShowA short guest stay does not by itself establish a deductible nonpassive loss. This guide separates rental classification, material participation and supporting records.Rental Losses and the 2026 Excess Business Loss ThresholdA nonpassive rental loss can still be limited under Section 461(l). See how the 2026 threshold fits a large real estate depreciation deduction.Rental Repairs or Improvements: Build the File Before Claiming a DeductionA contractor invoice can include deductible repairs and capital improvements. Learn how to document the work, costs and treatment before filing a rental return.

Education and implementation

The publications explain planning questions; a service engagement applies the analysis to actual records. Read the editorial policy for authorship, source and example conventions. Ask AE to confirm the responsible professional, deliverables, timing and fees in writing before work begins.

Discuss your questions with AE Tax Advisors