Senior Executive Using STR + LTR to Reduce W-2 Exposure Before Retirement
$256,800
Estimated Annual Tax Reduction
35.6% → 26.2%
Estimated Effective Federal Tax Rate
$1,290,000
Total Annual Income
Client Profile
Late-career executive preparing for retirement and income volatility.
W-2 income: $1,020,000
Rental income: $270,000
Core Strategy
Front-loading deductions before income declines.
Implementation Highlights
• STR material participation documented
• Cost segregation on STR
• Depreciation optimization on LTR
• No expansion of property portfolio
Key Results
Accelerated deductions: ~$720,000
Tax impact: ~$256,800
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