Aditya Kasturi | Realogics Sotheby's International Realty

Strategic tax mitigation starts with the right property plan

High-W2 households do not need more tax jargon. They need a clear order: what to review, what to buy, and what to confirm with the CPA before money moves.

Start with the part that matters most

The order matters

Most people hear these terms in the wrong order. They hear cost segregation first. That is too late. The first step is to decide whether the property, the timeline, and your own schedule support the plan.

What I handle

I handle the property side. That means market choice, asset choice, timing, deal screening, and the handoff to your CPA and engineer. If the real estate does not fit, I will say so early.

What your CPA handles

Your CPA confirms tax treatment, filing position, participation, basis, and any recapture or state issues. This page is here to make that CPA call cleaner, not replace it.

Educational only, not tax advice. Your CPA must confirm tax treatment, timing, participation, basis, and filing before you act.

Keep the plan connected

Common questions

Can this offset W-2 income?

Sometimes. The property type, your participation, and your filing facts decide that. Your CPA confirms the tax treatment before you act.

Do I need to buy a short-term rental first?

No. Some households start with planning, some with a home move, and some with a property search. We pick the order that fits your year.

Do you replace my CPA?

No. I handle the real estate plan, the property search, and the timing questions on the deal side. Your CPA signs off on the return.

Want the clean version on your numbers?

Bring the property idea, the income picture, and the timing question.

Book a Real Estate Review
Last updated: July 27, 2026

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