High-Income Tech Employee Using STR Conversion to Offset Equity Compensation
$301,600
Estimated Annual Tax Reduction
36.4% → 23.8%
Estimated Effective Federal Tax Rate
$1,380,000
Total Annual Income
Client Profile
Technology employee with W-2 wages plus annual equity compensation events.
W-2 and equity income: $1,140,000
Rental income: $240,000
Core Strategy
Timing rental deductions around equity vesting.
Implementation Highlights
• Converted existing rental to STR
• Material participation documented
• Cost segregation performed in vesting year
• Repairs and furnishings timed intentionally
Key Results
Total STR-related deductions: ~$830,000
Tax impact: ~$301,600
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