Real Estate & Investment Strategies
Maximize your real estate and investment returns through strategic tax planning, depreciation optimization, and capital gains deferral techniques.
Our real estate and investment strategies help property owners, developers, and investors optimize their tax position through accelerated depreciation, strategic exchanges, and community development incentives.
1031 Exchanges
Defer capital gains by rolling proceeds from the sale of investment property into like-kind real estate, allowing for portfolio growth and diversification.
Cost Segregation Studies
Accelerate depreciation on commercial and residential real estate by identifying components that qualify for shorter recovery periods.
Opportunity Zones
Defer and potentially reduce tax on eligible capital gains by investing through a Qualified Opportunity Fund in designated census tracts, combining tax benefits with community development impact.
Important Disclosures
All strategies are subject to IRS rules, limitations, and documentation standards. Numbers are illustrative only. Stonebridge Tax Advisors LLC does not provide legal or investment advice. Implementation requires coordination with your CPA, attorney, and qualified third parties where applicable.
Ready to Optimize Your Real Estate Tax Strategy?
Our Tax Impact Assessment will help identify which real estate and investment strategies best fit your portfolio and tax reduction goals.