How Real Estate Investors Should Prepare When Working with Their CPA in 2026

[Joseph Scorese]

Real Estate Mastermind Strategies – Philadelphia

📅 Date: January 12th, 2026
⏰ Time: 6:30 PM – 8:30 PM
📍 Location: TCS Property Management – Rooftop
107 S 2nd St, Philadelphia, PA 19106

Hosts: Joseph V. Scorese & Yardell Perkins
🎤 Presented by: Joe Reyes, CPA

Topic: How Real Estate Investors Should Prepare When Working with Their CPA in 2026

As we move into 2026, real estate investors face major shifts—potential TCJA sunsets, evolving passive-loss rules, bonus-depreciation phase-outs, and increasing IRS scrutiny. Success next year won’t come from scrambling at tax time. It requires proactive planning, clean financials, and aligned strategy between you and your CPA.

Joe Reyes, CPA will break down exactly how investors should prepare:

✅ What Investors Need in 2026

• Clean P&Ls, bank statements, HUDs, settlement sheets, and lease files
• Updated rehab budgets, cost breakdowns, and improvement logs
• Clarity on acquisitions, BRRRR projects, flips, and DSCR refinances
• Review of entity structure: LLCs, partnerships, S-Corps, multi-entity setups
• Updated depreciation schedules & cost segregation opportunities
• Cash-flow forecasting & capital-planning for upcoming deals
• Quarterly check-ins with your CPA for full-year tax optimization

🎯 Why This Matters

Proper planning can dramatically impact:
• Tax savings
• Loan approvals
• Cash flow & portfolio growth
• Compliance & audit readiness
• Long-term wealth-building strategies

This session is perfect for:
🔹 BRRRR investors
🔹 Fix & flip investors
🔹 DSCR rental buyers
🔹 Developers
🔹 Agents who work with investors
🔹 Anyone scaling in 2026

🔗 Register & Join Us:

https://www.eventbrite.com/e/how-real-estate-investors-should-prepare-when-working-with-their-cpa-2026-tickets-1976741573258?aff=oddtdtcreator