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The Rodriguez Family

We were always so busy working, we knew we should have a plan in place, but we kept putting it off. Finding Aaron and his team has made a world of difference for our entire family and gave us instant peace of mind.

 

Challenge

Husband and wife had been paying significant taxes on their income for multiple years without any strategies to bring this down.  

 

Process

We evaluated their taxable income, assets and family to determine what they would like to leave for their child.  

 

Solution

After reviewing their assets we found they had a lake house which they had started to rent out via AirBnB.  We discussed the rules for the STR Loophole for investment properties and confirmed they would reach the necessary hours to take the loss against their income.  They also purchased a Luxury SUV over 6,000 lbs. which they used to drive to their investment property and do work on it to prepare for the following year.  Additional strategies were performed in addition to these two. 

 

Results

We performed a Cost Segregation Study on the property, which generated an additional $239,000 in depreciation to go against their active income.  These two strategies saved them $86,917 in taxes.  

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