Tech Executive Using Multiple Short-Term Rentals to Offset W-2 Income
$354,200
Estimated Annual Tax Reduction
37.4% → 23.2%
Estimated Effective Federal Tax Rate
$1,580,000
Total Annual Income
Client Profile
Specialist physician with consistent seven-figure W-2 income and a long-held rental portfolio.
W-2 income: $1,240,000
Rental income: $340,000
Core Strategy
Unlocking depreciation that should have been taken years earlier.
Implementation Highlights
• Full depreciation audit across three properties
• Cost segregation on one recently renovated property
• Form 3115 filed to capture missed depreciation
Key Results
Missed depreciation identified: $540,000
Additional current-year accelerated depreciation: $410,000
Total deductions applied against high-rate income.
Outcome
Large, one-time reduction in federal tax liability without selling assets or changing employment structure.
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