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Taxes & Accounting

Deductions, basis, Schedule E, and staying audit-ready.

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📊 🧾 Taxes & Accounting

Depreciation Recapture — What Happens When You Sell

Every dollar of depreciation you claimed (or could have claimed) on a rental gets recaptured at sale — taxed at up to 25% regardless of whether the rest of your gain gets the lower capital gains rate.

Jul 08, 2026 · 6 min read
🧮 🧾 Taxes & Accounting

Cost Segregation for Landlords, Explained

Cost segregation lets you accelerate depreciation on a rental by breaking out shorter-life components — often generating five-figure paper deductions in year one. Not for every landlord.

Jul 08, 2026 · 5 min read
🔄 🧾 Taxes & Accounting

1031 Exchanges — A Landlord's Introduction

A 1031 exchange lets you defer capital gains tax when selling one rental to buy another — but the 45-day and 180-day deadlines are strict, and one mistake can invalidate the whole exchange.

Jul 08, 2026 · 7 min read
📇 🧾 Taxes & Accounting

How to Track Rental Property Expenses for Taxes

A shoebox of receipts is not a system. The routine that actually works for tracking rental expenses is boring, weekly, and saves hours at tax time.

Jul 05, 2026 · 5 min read
🏡 🧾 Taxes & Accounting

How Much of My Home Sale Is Tax-Free After Age 55?

The "age 55" home-sale tax break ended in 1997. Here's the exclusion that actually applies today — and how much of your gain is really tax-free.

Jul 05, 2026 · 5 min read
📊 🧾 Taxes & Accounting

Stepped-Up Basis Explained With a Real Example

Stepped-up basis sounds abstract until you see it with real numbers. Parent bought for $50K, worth $400K at death, sold for $410K — taxable gain is $10K, not $360K.

Jul 05, 2026 · 6 min read
🏗️ 🧾 Taxes & Accounting

Section 179 vs Bonus Depreciation for Rentals

Section 179 and bonus depreciation aren't interchangeable. Here's how each applies (or doesn't) to a rental — and which to choose for equipment.

Jul 05, 2026 · 5 min read
💍 🧾 Taxes & Accounting

Section 121 Exclusion Married Filing Jointly, Explained

Married couples can exclude up to $500,000 on a home sale — but the ownership and use tests aren't identical for both spouses. Here's the nuance.

Jul 05, 2026 · 5 min read
🧾 🧾 Taxes & Accounting

What Can Landlords Deduct on Schedule E in 2026?

Schedule E covers more rental deductions than most landlords use. Here's the full list — mortgage interest, repairs, HOA fees, management, depreciation, and more.

Jul 05, 2026 · 5 min read
🏡 🧾 Taxes & Accounting

Property Tax Exemptions Seniors Qualify For

Senior property tax relief programs exist in most states, but families often don't find out until after missing a deadline. Homestead, circuit breaker, and assessment caps.

Jul 05, 2026 · 5 min read
🕊️ 🧾 Taxes & Accounting

I Inherited a House — Do I Owe Taxes If I Sell?

Most of the value you inherited isn't taxable at all — thanks to the stepped-up basis. Selling soon after inheriting often means little to no gain.

Jul 05, 2026 · 5 min read
🌡️ 🧾 Taxes & Accounting

Do I Depreciate a New HVAC or Expense It?

One IRS test decides whether a rental expense hits Schedule E this year or gets depreciated over decades — miss it and you can lose years of deductions.

Jul 04, 2026 · 5 min read
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