Real Estate Services

Specializing in Short Term Rentals - Making your life easy

One of the most effective tax‑deferral strategies available today is commonly referred to as the short‑term rental loophole. Maximizing the benefit of this strategy requires thoughtful planning and a clear understanding of each stage of the investment lifecycle—from acquisition, through the holding period, to the eventual exit.

As both a CPA and a real estate investor, I’ve seen firsthand how disconnected and siloed the various parties involved in this process can be.

You may have a real estate agent guiding you through the purchase and sale, a property manager handling day‑to‑day operations, a rotating cast of vendors repairing whatever a guest manages to break, and an accountant who files your taxes at year‑end. That often leaves you acting as the project manager, coordinating all of these moving parts while still maintaining your full‑time career.

After trying to streamline this process for my own investments, I realized there was no single source of truth—no one place to turn for guidance across the entire investment cycle.

That’s why I decided to build a business dedicated to guiding busy professionals through this process from start to finish.

As a licensed CPA, CMA (Certified Management Accountant), real estate sales associate, and fellow investor, I’m able to partner with you throughout the full lifecycle of your investment, including:

• Sourcing a property

• Developing a comprehensive plan to maximize both tax benefits and investment performance

• Entity setup and ongoing management

• Assisting with achieving the <7‑day average stay and material participation tests required to qualify for the short‑term rental loophole

• Timing and coordinating the cost segregation study

• Preparing financial statements and tax filings

• Providing guidance on managing the property through exit

• Monitoring financial metrics and identifying favorable exit scenarios

• Selling the property

• Utilizing a 1031 exchange to further defer taxes

If you’re anywhere in this process—seeking information, needing support, or simply unsure of your next steps—reach out and we can discuss the best path forward.