His business generated approximately $750,000 per year.
He was buying investment properties.
Building equity.
Growing his net worth.
But every April, he had the same reaction.
Another large tax bill.
The problem wasn’t that Michael lacked tax strategies.
The problem was that he didn’t have a system.
Like many investors, he bought properties first and talked to his CPA later.
By then, many of the best opportunities had already disappeared.
We introduced Michael to Tax Ready REI™ and implemented what we call the Acquisition Tax Planning Meeting.
Before each purchase, we now discuss:
Income levels.
Entity structures.
Cost segregation.
Short-term rental opportunities.
Renovation planning.
Basis calculations.
Disposition opportunities.
Bonus depreciation.
Documentation systems.
Participation requirements.
Monthly bookkeeping.
Annual planning.
Today, every acquisition begins with strategy.
Every property has a tax plan.
Every renovation has documentation.
Every year includes proactive planning meetings.
Michael no longer thinks about taxes once a year.
Tax planning has become part of his investment process.
And that’s the Landmark Wealth Framework™ in action.