Buying holding and selling property are separate tax decisions

Tax Planning Across the Property Lifecycle: buying, holding and selling as separate decisions

Real estate investors can lose money by treating every property tax question as the same kind of problem. The misconception is that one general tax strategy covers the whole portfolio, when buying, operating, holding, and selling each create different planning windows. The most useful tax conversations happen when investors connect those stages to the way they actually intend to grow their real estate business. This gives hosts a clear episode structure for unpacking the tax questions investors should ask at each phase of ownership.

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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