Stage 3 of the Landmark Wealth Framework
Use the Right Tax Strategy at the Right Time—for the Right Facts
Tax strategies are not products to collect. Their value depends on income, participation, basis, timing, documentation and the investor’s larger financial plan. Landmark helps determine which strategies fit, what they may accomplish and what must happen before the opportunity expires.
The Landmark Wealth FrameworkTM
Strategic Tax Reduction
Are proposed strategies evaluated using your actual income, basis, participation and projected tax liability?
Do you understand when deductions can be used rather than merely generated?
Are time logs, elections, studies, agreements and other supporting documents completed on time?
Do you review tax consequences before buying, selling, refinancing or restructuring?
Your Result
4 Yes: This stage appears substantially in place.
2–3 Yes: There are gaps worth addressing.
0–1 Yes: Make this stage a priority before moving higher in the Framework.
Resource Cards
Cost Segregation Opportunity Review
An educational and prequalification page that collects property type, cost, placed-in-service date and tax-use information before a tracked specialist referral.
REPS Qualification and Documentation Guide
Plain-English qualification rules, common mistakes and a defensible time-log process.
Short-Term Rental Tax Playbook
A guide to average-stay, material-participation and documentation issues.
1031 and Real Estate Exit Decision Guide
Questions to consider before listing or committing to a sale structure.