This year has been a major leap of faith for me in both real estate and personal growth. Here’s my current situation and timeline:

• 2023 – Purchased a rental property (currently leased for 1 year, managed by my wife).

• 2024 – Bought a home, lived in it for 1 year, then fixed and sold it on June 16, 2025 (profit was minimal).

• June 21, 2025 – Bought a new construction home, lived there for 2 months.

• September 15th 2025 – Closing on another property.

Additional details:

• Active Duty U.S. Marine

• All properties are in Southern California 

• Licensed Realtor – netted $60K in 2025 from real estate commissions

• Wife is already helping with property management

My Goal:
I want to strategically reduce my tax burden for 2025 and beyond. Specifically, I’m looking into:

• Cost segregation studies

• Bonus depreciation

• Hiring my wife as a Real Estate Professional (REPS qualification)

• Other legal strategies to hedge against taxes and maximize savings with real estate

My Ask:
If you are a CPA, tax strategist, wealth advisor, or experienced investor with proven methods in this space—or if you can refer someone—please share your insights and resources. I want to get ahead of my 2025 taxes, keep more of what I earn, and build long-term expertise in tax strategy through real estate.

I’m open to everyone’s feedback, referrals, and guidance.