Physician Using Long-Term Rentals and Form 3115 Catch-Up to Reduce W-2 Tax
$372,500
Estimated Annual Tax Reduction
36.9% → 20.4%
Estimated Effective Federal Tax Rate
$1,690,000
Total Annual Income
Client Profile
Senior technology executive with multiple short-term rental properties across different markets.
W-2 income: $1,180,000
STR portfolio gross income: $510,000
Core Strategy
Stacking multiple STR losses through material participation and depreciation.
Implementation Highlights
• All properties meet STR criteria
• Centralized management and documentation
• Cost segregation on each property
• Bonus depreciation coordinated in same tax year
Key Results
Total accelerated depreciation: $980,000
Blended tax benefit: ~$372,500
Ready to Optimize Your Tax Strategy?
Discover how advanced tax planning can transform your financial picture. Schedule a confidential consultation with our team.