We've been running and optimizing our campaigns for the last 7-8 years and it's our #1 lead source. 

While searching for the tax optimizing strategy, the real estate professional status seems attractive.

Quote from @Zeni Kharel: Hi everyone,As a high-income earner, what is the optimal order of funding tax-deferred and tax-advantaged accounts to maximize tax savings?

I’ve been in the NACA process for a few years now and I’m getting ready to purchase. I’m in the DMV area and have always wanted to buy a multifamily but most of them are out of budget and the ones I can afford are gen...

No active projects yet, but I’m gearing up to dive into multifamily properties, ideally 16+ units, with a focus on creative financing and NOI optimization.

@Lane McDonaldHey Lane, what you’re describing is a smart way to optimize cash flow, and it’s something a lot of Midwest investors do with their primary residences.

., booking management, repairs, advertising, tenant communication), as the IRS may closely scrutinize these claims.Keep supporting evidence such as receipts, invoices, emails, or calendars, which can strengthen your position.Differentiate personal use vs. rental use of the property to avoid reclassification issues.Understand potential recharacterization risks—without proper substantiation, the IRS could reclassify your STR income as passive, resulting in additional taxes, penalties, and accrued interest.Review annually with a tax advisor/EA to ensure your activities align with current regulations and to optimize deductions (e.g., depreciation, repairs vs. improvements, start-up costs).Failure to follow these requirements can significantly weaken your position in case of an audit.

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My family and I recently relocated to Worcester, MA, and we’re currently operating one of our residential properties as a short-term rental (STR).I’m seeking some guidance and insight regarding tax implications and optimization strategies for STRs.

It’s easy to get swept up in the thrill of sourcing and closing deals, but without a strong foundation in these areas, your growth may be at risk.An effective tax strategy helps you optimize deductions, leverage advantageous tax structures, and retain more of your earnings.