“I Need to Close Before December 31st, or I’ll Lose the Tax Benefits!”
That’s what my client said when they called in a panic mid-December.
They were convinced that buying a rental property before the year ended was the secret to “massive tax savings”. They were wrong.
And what they learned saved them from making a $40,000+ mistake.
What Nobody Tells You About Real Estate
Most people think real estate investing serves ONE purpose:
Building Wealth
But there’s a second purpose that changes everything:
Tax Engineering
The U.S. tax code is literally designed to incentivize real estate investment. If you’re a high-income W-2 employee paying significant taxes and NOT using these strategies, you’re leaving tens of thousands of dollars on the table.
Every. Single. Year.
The Truth About December 31st
Here’s what that panicked client didn’t know: Rushing to close on a property before year-end can actually REDUCE your tax benefits if you don’t have the right structure in place first.
The deadline that matters isn’t December 31st.
It’s understanding the strategy BEFORE you buy. And that’s exactly what this class will give you.
Here’s What You’ll Learn in This Class:
The Real Story
Walk through the actual client call: their panic, their plan, and why rushing to close before December 31st would’ve been a costly mistake
The “Paper Loss” Strategy
How your rental property can show a loss for tax purposes while STILL generating income and building equity, and why this is exactly what high earners want
W-2 Earners’ Secret Weapon
The specific strategies that let you use rental property losses to offset your salary income (legally and substantially)
The Before-You-Buy Checklist
The questions your CPA should be asking BEFORE you purchase.
Real Numbers, Real Savings
Actual dollar amounts from real situations (including what people are saving annually)
When It Works & When It Doesn’t
Not every situation qualifies. We’ll be honest about who can use these strategies and who can’t
Why This Matters RIGHT NOW
You’re watching:
- Layoffs in tech and other industries
- Employment uncertainty everywhere
- Your paycheck is getting demolished by taxes
- Financial advisors saying “buy real estate” without explaining the WHY
Meanwhile, the tax code has incentives built in that most people never use.
This Class Is For You If:
✓ You earn $100K+ as a W-2 employee and pay hefty taxes
✓ You’re considering buying rental property (or already own one)
✓ You want to understand the tax strategy BEFORE you buy
✓ You’re tired of feeling like you’re working just to pay the IRS
Stories from the Trenches is a monthly series where we share real client situations, walk through what happened, and show you the strategies that worked. No theory. No fluff. Just what’s actually happening in the world of personal finance right now.
This isn’t theory from a textbook.
This isn’t a pitch to sell you real estate courses.
This is what’s ACTUALLY happening in the trenches with real clients right now.
During each class, You’ll hear:
- ✅ The exact panic call and what they almost did wrong
- ✅ The strategy we used to fix their plan
- ✅ What their CPA implemented (and why it worked)
- ✅ The actual savings (real dollar amounts)
Real stories. Real mistakes. Real solutions.
LEGAL DISCLAIMER:
This class provides educational information only. Dani is not a tax professional, CPA, or financial advisor. Every situation is different. You must work with qualified tax and legal professionals for advice specific to your circumstances.
