Tax Questions Every Passive Syndication Investor Should Ask Before Investing

Tax Planning for Passive Syndication Investors: what to ask before and during the investment

Ted Lanzaro has spent more than 35 years as a CPA advising real estate investors, including people who put money into syndications and private equity deals buying apartment buildings, storage and other asset classes. Passive investors often assume that because someone else runs the deal, the tax side takes care of itself, and only meet the consequences on their own return. Ted Lanzaro, who is building passive investor financial education for syndication operators, explains the planning a passive investor should do before committing capital and while the investment is held. Higher-income investors weighing their first or next syndication leave with a clear list of questions to put to the sponsor and to their own CPA.

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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