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Year-Round Tax Planning for Real Estate Investors: Build More Wealth. Pay Less Tax. Leave a Greater Legacy. cover

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Year-Round Tax Planning for Real Estate Investors: Build More Wealth. Pay Less Tax. Leave a Greater Legacy.

By Ted Lanzaro

Published 2026

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About this book

The biggest tax savings rarely begin on the tax return. By the time many real estate investors think about taxes, the important decisions have already been made—and many of the best planning opportunities may already be gone. In Year-Round Tax Planning for Real Estate Investors, Ted Lanzaro, CPA, introduces The Landmark Wealth Framework™—a practical approach to connecting property ownership, financing, cash flow, retirement planning, and long-term wealth building. Readers will learn how to think proactively about taxes throughout the year, evaluate ownership, financing, and entity decisions before acting, understand where strategies such as cost segregation, Real Estate Professional Status, short-term rentals, and 1031 exchanges may fit, and connect tax planning with retirement, estate planning, and long-term wealth goals. The book also includes access to a digital bonus library of worksheets, checklists, trackers, templates, decision guides, and planning tools created to support the strategies throughout the book.

About Ted Lanzaro

Ted Lanzaro, podcast guest

Real Estate Tax Strategist, CPA, Investor & Author

35+ years Helping investors and entrepreneurs3 Tax strategy guides authoredThousands Investors and business owners helpedCPA Certified Public Accountant

Ted Lanzaro is a Certified Public Accountant, real estate investor, author, and founder of Landmark CPA Group, LLC, who has spent more than 35 years helping real estate investors and business owners make better financial decisions through proactive tax planning.

Throughout his career, Ted has worked with thousands of investors and entrepreneurs, giving him a front-row view of the mistakes that quietly cost people money. Again and again, he has seen investors wait until tax season to think about tax, treat their CPA as someone who simply reports what has already happened, or make major buying, ownership, and exit decisions without considering the tax implications until the opportunity to plan has passed. His philosophy is simple: the most valuable tax decisions are usually made long before a return is filed.

As the author of Year-Round Tax Planning for Real Estate Investors, Ted is passionate about changing the way investors think about tax strategy. Rather than treating tax as an annual compliance exercise, he shows how it can become part of the wider decision-making process around cash flow, entity structure, acquisitions, short-term rentals, syndications, holding strategies, business growth, and eventual exits.

What makes Ted’s perspective particularly practical is that he understands real estate from both sides of the table.

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