Who We Help
REPS Planning Requires More Than a Time Log
Real Estate Professional Status can materially affect how rental losses are treated, but qualification depends on the complete facts, participation and documentation. Landmark helps investors organize the financial and planning system needed to evaluate REPS before year-end—not after the return is being prepared.
Common planning challenges
- REPS is a facts-and-circumstances determination; it should not be treated as a checkbox strategy.
- Time records should support real activity and be maintained while the work is occurring.
- Material participation, grouping, spouse activity, property operations and other facts can affect the analysis.
- Books, property records and planning meetings should support the tax position rather than contradict it.
Start With the Lowest Constraint
Take the Landmark Wealth Assessment to identify the stage that may be limiting your next financial decision. If you already know you want individualized Landmark support, complete the Client Intake Form and the team will recommend the appropriate next step.
How Landmark Helps
Learn
Use the book, Landmark Wealth Academy, videos, guides and investor tools to understand the decisions before implementation.
Build the Foundation
Use Tax Ready REI when current books, organized records and decision-ready reporting are the next constraint.
Implement
Engage Landmark for year-round planning, strategic tax reviews and coordinated advanced planning when individualized support is appropriate.