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Owned by Ana

Tax Smart Investor Club

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For entrepreneurs and investors who are done overpaying Uncle Sam — learn real tax loopholes and strategies from an actual CPA

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Got questions? Ask Ana live tomorrow! 🎤
Our Office Hours is happening tomorrow! 🎉 This is your chance to chat with Ana, ask your questions, and get clarity on anything you need help with, whether it’s about your taxes, strategy, or next steps. 📅 When: October 8, 11 AM CST 📍 Where: Zoom (Link Here) Drop a comment if you’re joining. We can’t wait to see you! 🙌
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Capital gains!
Hello all! Looking for best resource that anyone may have used in Florida when it comes to being well versed in capital gain taxes when selling real estate! Thank you all in advance and I hope everyone has a great weekend…
0 likes • 2d
What questions do you have specifically?
Question on changing residency
Hello, my husband and I currently live in New York and I am wondering how to change my tax residency to Florida to reduce my taxes. We are renters in New York and both work remotely. We have a property in Florida which we use as an STR. What's the minimum amount of time we need to spend in Florida in order for Florida to be considered our primary state of residence for tax purposes?
1 like • 6d
the million dollar question.. You will have to establish Florida residency and be able to prove it. Florida is notorious for auditing this bc, as you can see, we would all love Florida residency. most states require 6+ months to live there and establish residence there
Buying first home, how can I save on taxes?
Hi I am buying my first primary residence this year. The property is outdated, but not distressed. Goal is to gain experience renovating my home first and then start acquiring distressed properties next year for long term rentals. Hoping to rent my home out this year as a short term rental before I live in it full time to save on taxes. Any suggestions on other tax strategies I can implement in this situation?
1 like • 6d
jasmin- your first home is not going to be a write off besides property taxes + interest and that is you itemize. If you turn this into a rental then yes !
Hey there!
Hey yall! I recently purchased an STR in November of 2024. I didn’t list it on Airbnb until March of 2025 because I had to furnish/renovate it. With this timeline, would I qualify for 100% bonus depreciation?
0 likes • 6d
@Will Warwick, that is correct. That little caveat in the new Big Beautiful bill disqualifies you for 100% . you will still get 40%
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Ana Klein, CPA
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338points to level up
@ana-klein-1564
I help Real estate investors and business owners pay the least taxes as legally possible.

Active 14h ago
Joined Sep 26, 2024
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