The Landmark Wealth FrameworkTM
Resources by Framework Stage
Trusted Professional & Referral Resources
At Landmark CPA Group, we know real estate investors need more than tax planning — you need a reliable network of professionals who understand your business. That’s why we provide referrals to trusted, investor-friendly service providers across the U.S.
Choose the service you need below, complete the short form, and we’ll connect you with one of our vetted partners.
Cost Segregation Studies
A proper cost segregation study can unlock tens of thousands in depreciation you’re legally entitled to — but only if it’s done by a specialist who understands real estate investors. We partner with nationally recognized firms that deliver audit-ready studies designed to maximize your tax savings from day one. If you want to accelerate depreciation, boost cash flow, and reduce taxable income this year, request our trusted cost seg referral.
1031 Exchange Intermediaries
A 1031 exchange is one of the most powerful wealth-building tools available — but it’s also one of the easiest to screw up if you use the wrong intermediary. We refer only to vetted, investor-friendly QIs who understand deadlines, replacement property rules, and the tax traps that can derail an exchange. If you’re selling a property and want to legally defer your gains, get our recommended 1031 partners before you list.
Short-Term Rental Real Estate Agents
Buying the wrong STR can kill your returns — buying the right one can change your financial future. We work with high-performing short-term rental agents who know the local regulations, the high-yield markets, and what actually books on platforms like Airbnb and Vrbo. If you want an STR that cash flows and qualifies for powerful tax benefits, request an introduction to our top STR agents.
Syndication Attorneys
Raising capital legally requires airtight documentation and the right structure. We partner with experienced syndication attorneys who specialize in real estate funds, JV agreements, and SEC-compliant offerings. These are lawyers who know GPs, LPs, waterfall structures, and what protects you if a deal stalls. If you’re launching or scaling a syndication, ask for our go-to legal team.
Commercial Loans
Investors need lenders who actually understand investment property — not banks that force residential rules onto commercial deals. Our referral partners offer competitive investor-friendly terms, fast underwriting, and flexible programs for rentals, STRs, BRRRRs, development, and portfolio lending. If you want financing that supports your strategy instead of limiting it, get connected to our preferred commercial lenders.