The Landmark Wealth Framework™

Build Wealth in the
Right Order

The Landmark Wealth Framework helps real estate investors build the financial foundation, year-round tax plan, cash-flow discipline and coordinated wealth strategy required to turn income and property into lasting wealth.

Take the Free Assessment Explore the Seven Stages
35+ Years
of Experience
Thousands of
Investors Served
Specialized in Real Estate
& High-Income Tax Strategy
Proven Strategies.
Real Results.

The Landmark Wealth FrameworkTM

Stage 1

Tax Ready Books

Current books. Organized documents. Nothing to reconstruct.

Stage 2

Year-Round
Tax Planning

A decision calendar, reviewed quarterly—not discovered in April.

Stage 3

Strategic
Tax Reduction

Cost segregation, REPS, short-term rentals and 1031 exchanges—matched to facts.

Stage 4

Cash-Flow
Optimization

Debt, reserves and capital put to productive work.

Stage 5

Wealth
Accumulation

Deliberate allocation across active and passive capital.

Stage 6

Asset
Protection

Insurance, entities and documents built before they are tested.

Stage 7

Legacy

Family, purpose and succession—what the wealth is for.

Most Investors Collect Properties and Tax Strategies. Few Build a Complete Financial System.

Without current books, tax planning becomes guesswork. Without year-round planning, the best strategies arrive too late. Without disciplined cash flow and capital allocation, tax savings do not reliably become wealth. The Landmark Wealth Framework puts those decisions in the right order.
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Where Is the Next Constraint in Your Wealth-Building System?

Answer a short set of questions about your books, tax planning, cash flow, investments, protection and legacy planning. You will see which stage deserves attention next and the resources that can help you address it.
Take the Landmark Wealth Assessment

Ways Landmark Helps

Learn
Use the book, Landmark Wealth Academy, videos, guides and investor tools.
Build the Foundation
Use Tax Ready REI to establish current books, organized records and decision-ready reporting.
Implement
Engage Landmark for year-round planning, strategic tax reviews and coordinated advanced planning.
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Meet Ted Lanzaro, CPA

35+ years helping investors and entrepreneurs.
Author of:

  • Year-Round Tax Planning for Real Estate Investors
  • STR Tax Playbook
  • REPS Guide

Speaker, Educator, Tax strategist.

To inquire about keynote presentations, workshops, webinars, podcasts, or training programs.

Inquire about Speaking Engagements

Year-Round Tax Planning for Real Estate Investors

A practical guide to building tax-ready books, planning during the year, evaluating real estate tax strategies and coordinating the decisions that turn income and property into lasting wealth.

Get the Book

The Financial Operating System For Real Estate Investors

Tax Ready REI provides the financial infrastructure that powers year-round tax planning, REPS documentation, STR strategies, lender reporting, and long-term wealth creation.

Learn More
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Beyond Tax Returns

✓ Tax-Loss Harvesting

✓ Donor Advised Funds

✓ Liquidity Event Planning

✓ Capital Gains Strategies

✓ Wealth Coordination

✓ Estate Planning Coordination

Real Investor Stories

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 Full 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. Read Full Story
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Why Choose Landmark CPA Group

Welcome to Landmark CPA Group, LLC — where proactive expertise meets personalized service.

35+ years experience
 Helping investors and entrepreneurs
Author of 3 tax strategy guides 
Used by thousands nationwide
Specialized in real estate & high-income planning 
(not generalist tax prep)
Proven track record
Clients routinely save 5–10x what they pay us
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Our Guarantee

We only take a limited number of new clients each quarter. That way, every client gets the attention needed to implement and document strategies the right way.

Our guarantee: If you don’t see clear, documented strategies that save you money, you don’t pay.

Get Started With Us