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Owned by Daniel
Helping the mission-driven solopreneur mitigate tax and build wealth with advanced tax planning services from a team that cares and gets results!
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🏠 Lower Taxes w/ Ryan
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2d •
Roth Conversion with Cost Seg?
Instead of receiving a tax refund in the year we completed the Cost Segregation Study, we converted an IRA to Roth and "paid" the taxes due with the refund owed. Any generic thoughts on this as a tax strategy combined with STR taxes? (We tend to believe in tax-diversification of post-retirement income as well as diversification of investing in both traditional markets and businesses.) Thanks! @Ryan Bakke, CPA
3 likes • 1d
I have personally seen a tax return where a tax payer converted 200k to roth tax free because of the active losses from the depreciation of their rentals
0 likes • 11h
@Jules Bassale Not a backdoor. It's called a Roth Conversion. Technically, you could convert as much as you want from traditional IRAs and the like because the conversion is treated as taxable income. It's a one-two punch with your active losses to bring that tax savings punch!
3d •
Cost segregation study professional recommendations?
Does anyone have a cost segregation study provider they’d personally recommend? We’re closing on our first STR next month and hoping to squeeze in a cost segregation study in Nov/Dec. My research (Perplexity, Reddit, podcasts) suggested a few companies: Seneca Cost Segregation (best value), CSSI (Bill Faeth recommended John Howard), Cost Segregation Guys (decent quality:price ratio), KBKG (comprehensive suite of services). Also, thoughts on paying the premium for a physical site inspection where licensed engineers are on-site vs a virtual one on a $600-700k property?
2 likes • 1d
I have had good experiences with Maven Cost Seg too.
22d •
My Starter Post!
- Why do you want to save money on taxes? Not just “to save money” — but what does that money mean for your life? - Where are you right now in your journey? Just starting out? Own rentals? Flipping or doing STRs? - What’s your #1 challenge right now — your “big domino”? The one thing that would make everything else easier?
2 likes • 1d
It means more freedom to redirect dollars into long-term wealth (real estate, retirement accounts, business growth) instead of giving them away unnecessarily. Every $1 saved in taxes can become $3–5 of wealth if invested well. I have one LT rental. Lastly, Financing. A lot of calculators and YouTube examples assume 10% down, but in practice most lenders require 25% down or more for investment properties from my experience. Maybe I am missing something there....
1 like • 1d
@Ryan Bakke, CPA I'll look into that more. Thank you!
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@daniel-sleep-2482
Tax Planner that advises on how business owners can mitigate taxes and build wealth.
Active 3h ago
Joined Sep 22, 2025
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