It's not what you make, it's what you keep | The Power of Tax Planning
JB
Jeremiah Boucher Founder, Patriot Holdings • Author of Finding Your Edge
Key Takeaways
- Tax planning should happen before you buy, not after — structure the entity and financing for maximum tax efficiency.
- The three pillars of real estate tax strategy are depreciation, 1031 exchanges, and entity structure.
- It's not what you make, it's what you keep — a deal with strong tax benefits can outperform a higher-yield deal after taxes.
- Work with a CPA who does real estate full-time — the tax code changes frequently and specialists catch what generalists miss.