The New Book from Ted Lanzaro, CPA
Year-Round Tax Planning for Real Estate Investors
Tax planning works best while decisions can still be changed—not months later when the tax return is prepared. Year-Round Tax Planning for Real Estate Investors gives investors a practical system for organizing financial information, planning before deadlines and evaluating tax strategies in the context of the larger wealth-building plan.
What the book helps investors do
- Build tax-ready books and property-level financial information.
- Move tax planning from April to a year-round decision calendar.
- Evaluate REPS, short-term rental treatment, cost segregation, depreciation and exit strategies against actual facts.
- Connect tax savings to cash-flow, debt and capital-allocation decisions.
- Coordinate protection, legacy and advisor decisions as wealth becomes more complex.
The book and the seven-stage Framework
The book and website use the same Landmark Wealth Framework. The Framework organizes the financial life of a real estate investor into seven connected stages so the next decision starts with the lowest incomplete foundation—not simply the newest tax strategy.
Who the book is for
- Real estate investors building or managing rental portfolios.
- Short-term rental investors evaluating participation and documentation requirements.
- High-income professionals using real estate as part of a broader tax and wealth plan.
- Business owners, syndicators and developers whose real estate decisions interact with multiple entities, income streams and advisors.
Get the Book
Use the book as the educational foundation, then use the Landmark Wealth Assessment to identify the stage that deserves attention next.