Proactive Tax Planning for Real Estate Investors and Entrepreneurial Business Owners
Landmark combines tax-ready financial information, year-round planning and real estate tax expertise to help you keep more, invest smarter and build lasting wealth.
Who We Help
We work with real estate investors and entrepreneurial business owners who want proactive tax planning—not just tax preparation.
Real Estate Investors
Build and grow your portfolio with tax-ready financial information, year-round planning and coordinated decisions.
→Short-Term Rental Investors & REPS Candidates
Plan around short-term rental rules, Real Estate Professional Status, depreciation and passive-loss opportunities.
→Syndicators & Developers
Coordinate entity, reporting, acquisition and tax decisions as deals and portfolios grow.
→High-Income Professionals Building Real Estate Portfolios
Coordinate high earned income with real estate investing and proactive tax planning.
→Business Owners Building Real Estate Portfolios
Connect business income, real estate investments and tax planning into one coordinated strategy.
→Three Ways Landmark Helps
A proactive, coordinated approach to help you keep more, invest smarter and build lasting wealth.
Build the Financial Foundation
Tax-ready books, organized records and decision-ready reporting so you know where you stand.
Plan and Reduce Taxes Throughout the Year
Strategic planning, projections and quarterly reviews to implement tax-saving strategies throughout the year.
Coordinate Advanced Wealth Decisions
Connect real estate, business, investments, asset protection and legacy decisions as your wealth grows.
The Landmark Wealth Framework™
A seven-stage methodology that helps you move from tax-ready financial information to coordinated long-term wealth decisions.
Books
Tax Planning
Tax Reduction
Optimization
Accumulation
Protection
Investor Stories
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Physician Saves $91,000 with One Vacation Rental
Victoria was earning over $1 million a year as a physician and paying enormous taxes. By purchasing one carefully selected short-term rental, completing a cost segregation study, and implementing a year-round tax strategy, she generated over $250,000 of deductions and reduced her federal taxes by approximately $91,000 in a single year.
Read the Story →
Business Owner Stops Overpaying Taxes
Michael owned a successful business, earned over $750,000 annually, and bought rental properties without ever discussing taxes until after closing. By implementing Tax Ready REI™, restructuring his acquisition process, and using proactive planning, he transformed every purchase into a wealth-building opportunity while dramatically reducing his annual tax burden.
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Why Landmark
Ted Lanzaro, CPA combines 36 years of tax experience with firsthand real estate investing experience. Landmark focuses on proactive, year-round planning—helping real estate investors and entrepreneurial business owners make better tax and financial decisions before opportunities are lost.
About Ted & LandmarkBook, The Hub & Educational Resources
Year-Round Tax Planning for Real Estate Investors
A practical guide to tax-ready financial information, year-round planning, real estate tax strategies and coordinated wealth decisions.
Get the BookThe Hub
In-depth education, tax strategies, videos and practical resources to help real estate investors make more informed decisions throughout the year.
Explore The HubGuides and Tools
Practical resources to help real estate investors understand important tax strategies.
Short-Term Rental Tax Playbook Real Estate Professional Status Guide Browse Resources