Exit planning starts long before an investor lists property

Exit Planning for Property Investors: why the tax windows close before the listing

Real estate investors often think about taxes on a sale only when they are ready to exit. The hidden risk is that some of the most important planning windows may have passed by the time the property is listed or the documents are signed. Ted’s work with thousands of investors shows that selling is not a standalone tax event, because the holding strategy, business goals, and timing decisions leading up to it all matter. This episode helps investor audiences understand why exit planning belongs inside the ownership strategy from the beginning.

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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