Tax strategy, financial clarity and coordinated planning for real estate investors and entrepreneurial business owners.
Landmark works with real estate investors and entrepreneurial business owners who want proactive tax planning—not just tax preparation. Whether you are building a portfolio, scaling a business, or integrating business income with real estate, Landmark helps you identify the right next priority.
Who Landmark Helps
Five common client types who want proactive tax planning and coordinated financial decisions.
Real Estate Investors
Build a stronger tax foundation and improve decision-making across your portfolio.
→Short-Term Rental Investors & REPS Candidates
Use short-term rental and Real Estate Professional Status strategies more intentionally.
→Syndicators & Developers
Coordinate structure, tax planning and growth decisions as deals become more complex.
→High-Income Professionals
Reduce taxes and use real estate as part of a broader wealth strategy.
→Business Owners Building Real Estate Portfolios
Integrate business income, tax planning and real estate decisions.
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Build and Grow Your Real Estate Portfolio With Greater Tax Efficiency
Whether you own a few properties or a larger portfolio, Landmark helps you make smarter tax and financial decisions throughout the year.
- Property and entity books may not be current or properly separated.
- Important tax decisions are often considered after the acquisition, renovation, refinance or sale.
- Multiple properties, entities, loans and advisors can create disconnected decisions.
- Connect property-level books, year-round tax planning, cash flow and long-term wealth decisions.
- Identify and evaluate tax strategies before transactions occur.
- Provide coordinated planning across properties, entities and the broader portfolio.
Maximize Opportunities With STR and REPS Strategies
Landmark helps investors structure, document and plan short-term rental and REPS activities around the actual facts—not simply the projected tax outcome.
- Short-term rental tax treatment depends on how the property is actually operated and managed.
- REPS and material participation require facts, contemporaneous time tracking and proper documentation.
- Cost segregation and depreciation should be evaluated against the investor’s ability to use the tax benefit.
- Evaluate STR classification, REPS qualification and material participation based on the investor’s specific facts.
- Build stronger property records, participation support and year-round documentation.
- Coordinate depreciation, cost segregation and tax planning with property economics and cash flow.
Navigate Complex Projects With Confidence
Landmark works with syndicators and developers to coordinate tax, accounting and investment decisions from acquisition through exit.
- Entity and project accounting becomes more complex as activity grows.
- K-1s, basis, distributions, capital calls and investor reporting require coordination.
- Acquisition, development, financing and exit decisions can create significant tax consequences.
- Coordinate entity and project accounting with investor reporting and tax planning.
- Evaluate transaction economics and tax implications before major decisions.
- Connect financing, liquidity, depreciation and exit planning with the broader financial strategy.
Turn Your Income Into Long-Term Wealth
Landmark helps high-income professionals reduce taxes, build wealth and make coordinated decisions across real estate, investments and retirement assets.
- High income creates a substantial tax burden, but not every deduction-producing strategy is appropriate.
- Real estate opportunities need to be evaluated against participation, liquidity and investment economics.
- Retirement, charitable, investment and real estate decisions can affect one another.
- Coordinate income, real estate, retirement assets and passive investments inside one tax and wealth strategy.
- Evaluate tax strategies against your actual facts, goals, liquidity needs and investment economics.
- Connect current-year tax planning with longer-term accumulation, protection and legacy decisions.
Integrate Your Business and Real Estate Strategy
Landmark helps entrepreneurial business owners coordinate their operating business, compensation and real estate investments inside one financial system.
- Business and real estate activity need clean separation and reliable reporting.
- Entity, compensation and retirement decisions affect the capital available for real estate.
- Real estate acquisitions, financing and exits need to be modeled alongside the business.
- Connect the operating business, entities, compensation, cash flow and real estate portfolio inside one coordinated tax and wealth plan.
- Evaluate entity and compensation decisions against real estate and investment goals.
- Coordinate strategic tax reduction, cash flow, wealth accumulation, asset protection and succession planning.
How Landmark Helps Clients Progress
Each client type enters the Landmark Wealth Framework™ at a different point, but the goal is the same: move from tax-ready financial information to coordinated long-term wealth decisions.