Married W-2 Couple Using Long-Term Rentals and Depreciation Timing
$214,900
Estimated Annual Tax Reduction
31.9% → 25.4%
Estimated Effective Federal Tax Rate
$1,240,000
Total Household Income
Client Profile
Dual-income professionals with growing W-2 wages and two long-term rentals held for several years.
Combined W-2 income: $960,000
Rental income: $280,000
Core Strategy
Unlocking depreciation already owned.
Implementation Highlights
• Depreciation schedule review
• Reclassification of certain components
• Repair vs improvement analysis
• No change in property operations
Key Results
Additional depreciation identified: $670,000
Tax impact at blended rates: ~$214,900
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