· TAX STRATEGY · 1031 EXCHANGES · COST SEGREGATION · INVESTORS
Tax Strategy Built for How Real Estate Actually Works
Depreciation schedules, passive activity rules, 1031 exchanges, and cost segregation all require specialized, ongoing expertise. Archer Lewis works in real estate tax every day.
Our Approach
Tax strategy that understands how real estate actually works.
Real estate investors and developers face a tax landscape unlike any other industry: passive activity rules, depreciation recapture, dealer vs. investor classification, entity structure for holding properties, and transaction timing that has massive tax implications. Getting it right requires advisors who understand real estate from the inside. Archer Lewis works with residential investors, commercial property owners, developers, and syndicators, handling the tax strategy, compliance, and planning that protects your portfolio and maximizes your after-tax returns.
What We Handle
Real estate tax and accounting services
From transaction planning to compliance, our real estate specialists handle the full picture.
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Real Estate Tax Planning
Year-round strategy: depreciation, passive losses, dealer classification, and entity structure.
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1031 Exchange Planning
Structure like-kind exchanges correctly: identification periods, qualified intermediaries, replacement property requirements.
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Cost Segregation Studies
Accelerate depreciation on commercial and residential rental properties, increasing near-term deductions and improving cash flow.
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Opportunity Zone Investments
Defer and reduce capital gains through properly structured Opportunity Zone investments.
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Entity Structure Planning
The right entity for holding real estate affects your tax position, liability exposure, and estate plan.
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Real Estate Professional Status
Qualifying removes passive activity limitations on losses. We document the qualification correctly.
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Partnership & Syndication Tax
K-1 preparation, partnership allocations, and tax compliance for real estate partnerships.
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Affordable Housing Tax Credits
LIHTC compliance and tax credit work for affordable housing developers and investors.
The tax decisions in real estate are made at the point of purchase, structuring, and sale.
Every real estate transaction has tax implications that are largely locked in before your accountant ever sees the numbers. Archer Lewis works with real estate clients before transactions close, so structure, timing, and entity decisions are made with the tax outcome in view.
Talk to a Real Estate Advisor
Common Questions
What real estate investors ask us.
A 1031 exchange lets you defer capital gains tax on the sale of investment property by reinvesting proceeds into a like-kind replacement. You have 45 days to identify replacement properties and 180 days to close. The structure has to be set up correctly before the sale closes. We plan it with you before you list.
Cost segregation reclassifies components of a building into shorter depreciation lives, accelerating your deductions significantly in the early years. For commercial properties and residential rentals above a certain value, the tax savings almost always exceed the cost of the study.
Passive activity rules generally prevent real estate losses from offsetting other income, unless you qualify as a real estate professional or meet the active participation exception. Understanding where you stand determines how much of your real estate losses are actually usable each year.
It depends on your goals. Liability protection, estate planning, financing requirements, and tax treatment all point to different structures. LLCs are common but not always optimal. We analyze your situation and recommend the structure that works best for your portfolio.
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