Real estate CPAs must understand how investors actually operate

Advising Real Estate Investors: bridging the tax code and how investors actually operate

Tax and accounting professionals serving real estate clients face a practical problem: technically correct advice can still miss the way investors make decisions in the field. The misconception is that knowing the rules is enough, when investors also need guidance tied to how they acquire, manage, hold, and scale real estate businesses. As both a CPA and real estate investor, Ted brings the lived tension between the tax code and the investing reality that advisors have to bridge for their clients.

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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