Periagoge
Scenario

When families debate real estate tax strategy ethics

My family owns rental properties together and we're debating whether to use depreciation strategies and cost segregation studies that our accountant recommends but that feel like we're claiming losses on properties that are actually appreciating.

More people experience this than they realize.

What we've seen

Family business owners must reconcile legal tax optimization with honest representation of their actual financial situation.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Tax avoidance vs. tax evasion — ethics?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.