Married W-2 Household Using STR + Long-Term Rental Coordination
$241,600
Estimated Annual Tax Reduction
35.8% → 24.1%
Estimated Effective Federal Tax Rate
$1,120,000
Total Household Income
Client Profile
Dual-income household with both spouses earning W-2 wages and owning two rental properties.
Combined W-2 income: $880,000
STR gross income: $180,000
LTR gross income: $140,000
Core Strategy
Combining non-passive STR losses with optimized long-term rental depreciation.
Implementation Highlights
• STR classified as non-passive
• Cost segregation on STR
• Depreciation optimization on LTR
• Rental expense timing
Key Results
Total rental-related deductions: $640,000
Effective tax offset: ~$241,600
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