top of page
Real Estate Investors and Developers
房地产投资者和开发商

Real Estate Tax Strategy That Protects Your Returns

Real estate can build serious wealth — but without the right tax strategy, a big chunk of your returns can quietly disappear come tax season. We help investors keep more of what they earn, year after year.

How we help real estate investors:

  • Depreciation & cost segregation. We help you maximize depreciation deductions, including cost segregation strategies that accelerate write-offs and improve your cash flow now.

  • 1031 exchange guidance. Planning to sell and reinvest? We help you understand the tax implications and structure your exchange to defer capital gains the right way.

  • Entity structuring. Whether you hold properties individually, through an LLC, or across multiple entities, we help you structure ownership in a way that protects you and minimizes your tax burden.

  • Passive activity & income planning. We help you navigate passive loss rules, rental income reporting, and how real estate fits into your broader tax picture.

  • Portfolio-level thinking. Whether you own one rental property or a growing portfolio, we look at your holdings as a whole — not return by return — to find savings you might otherwise miss.

 

Your properties are working for you. Let's make sure your tax strategy is too.
Schedule a consultation and see how much more your real estate portfolio could be earning you — after taxes.

房地产税务策略,守护您的投资回报

房地产投资能创造可观财富——但若缺乏合理的税务策略,报税季您的收益可能悄然流失一大部分。我们帮助投资者年年多留住应得的收益。

我们如何帮助房地产投资者:

  • 折旧与成本分离。 帮助您最大化折旧扣除,运用成本分离策略加快抵扣,改善现金流。

  • 1031置换指导。 计划出售并再投资?我们协助您了解税务影响,合理规划置换方案,合法递延资本利得税。

  • 主体架构规划。 无论您以个人名义、LLC还是多个实体持有物业,我们帮助您合理架构,降低税务负担。

  • 被动收入税务规划。 协助您应对被动损失规则、租金收入申报,并将房地产纳入整体税务规划。

  • 整体投资组合视角。 无论您拥有一处出租房产还是不断扩大的投资组合,我们从整体角度审视,发掘您可能忽略的节税机会。

 

您的房产在为您创造收益,也让税务策略为您服务。
立即预约咨询,了解您的房地产投资组合在税后还能为您创造多少收益。

Complimentary review to find tax savings opportunities

New or small real estate investors

  • Organize your investment structure to safely limit your legal liability and minimize your taxes

  • Ensure that you minimize your investment risk with the proper insurance coverage

  • Provide consultations on how to maximize tax deductions

  • Financial reporting for lending purposes

  • Support Schedule E for individuals and form 8825 for partnerships along with any relevant state or city tax returns required for reporting purposes

新的或小型房地产投资者

  • 组织您的投资结构,安全地减低您的法律责任并最大限度地减少税收

  • 确保通过适当的保险范围将您的投资风险降至最低

  • 提供如何最大限度地减税的咨询服务

  • 提供用于贷款目的的财务报告服务

  • 提供支持个人所得税报税表的附表 E 和合伙企业的 8825 表格,以及报告所需的任何相关州或城市纳税申报表的服务

Larger real estate investors with portfolios

  • Complimentary and comprehensive review of your prior tax returns and current corporate and investment structure

  • Holistic and strategic tax planning for real estate and business owners

  • Ensure maximum depreciation of assets to minimize your tax burden

  • Financial statement, analysis, and planning

  • Financial reporting for lending purposes

  • Provide year-round tax and accounting support

  • Take advantage of cost segregation studies and accelerated depreciation

  • Maximize use of real estate losses to offset income and lower taxes

  • Strategically plan 1031 exchanges to defer capital gains tax

拥有投资组合的大型房地产投资者

  • 免费全面审查您之前的纳税申报表以及当前的公司和投资结构

  • 对房地产和企业主提供全面和战略性的税务规划

  • 确保资产的最大折旧以减低您的税务负担

  • 提供财务报表、分析和规划的服务

  • 提供用于贷款目的的财务报告服务

  • 提供全年税务和会计服务

  • 运用资产成本分割研究与加速折旧政策,优化税务效益

  • 充分运用房地产投资亏损抵减应税收入,实现税负降低

  • 通过战略性规划1031同类资产置换,递延资本利得税

Strategic tax planning for investors

Maximize depreciation and minimize taxes

Foreign investors with property in US

  • Prepare and report on any additional US tax forms for foreigners

  • Holistic and strategic tax planning for real estate and business owners

  • Financial reporting for lending purposes

在美国有房产的境外投资者

  • 为境外投资者准备和申报任何额外的美国税表所需的相关表格

  • 对房地产和企业主提供全面和战略性的税务规划

  • 提供用于贷款目的的财务报告服务

Tips to taxpayers

  • Organize and document your expenses, especially repairs and maintenance

  • Keep clean records of purchasing costs of buildings, appliances, and renovations

  • If you use a property manager, ensure that they are properly documenting all your rental income and expenses to avoid issues with 1099s-it is owner's responsibility to verify accuracy

  • Make sure you have access to 1098 mortgage statements for each property you own in order to correctly deduct mortgage interest

给纳税人的建议

  • 整理和记录您的开支,尤其是和维修和保养相关的费用

  • 保留详细记录如购买房屋、电器、与装修购买记录

  • 如果您聘用物业经理,请确保他们正确记录了您的所有租金收入和支出,以避免 1099s 会出现问题 - 业主有责任验证准确性

  • 确保您能获得您拥有的每处房产的 1098 表(房贷利息表),以便正确扣除抵押贷款利息

Competitive pricing with no annual commitments

888@kimlingcpa.net

(215) 922-2684

1010 Race Street 1st Fl Suite 3

Philadelphia, PA 19107

© Kim Yeung Ling PC 2026

bottom of page