2026 Tax Strategy for Real Estate Investors: Extensions, Bonus Depreciation & Passive Loss Rules

2026-02-26

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Tax season doesn't have to be stressful — but for real estate investors, it can be complicated. In this episode of The Real Wealth Show, Kathy Fettke sits down with CPA Brandon Hall to break down what investors need to know for 2026. They cover why filing an extension may actually be the smarter move, how to avoid surprise tax bills, and who really needs to be paying quarterly taxes. Brandon explains the passive activity loss rules, why some K-1 losses c...

Tax season doesn't have to be stressful — but for real estate investors, it can be complicated.

In this episode of The Real Wealth Show, Kathy Fettke sits down with CPA Brandon Hall to break down what investors need to know for 2026. They cover why filing an extension may actually be the smarter move, how to avoid surprise tax bills, and who really needs to be paying quarterly taxes.

Brandon explains the passive activity loss rules, why some K-1 losses can't be used right away, and the costly mistakes investors make when they don't call their CPA before investing. They also discuss 100% bonus depreciation, cost segregation, opportunity zones, and new tax provisions that could create major write-offs for investors.

If you want to avoid IRS surprises, maximize deductions, and make smarter investment decisions before sending money into a deal — this episode is for you.

Learn how to turn tax season from a panic moment into a strategic advantage.

🏠 Want to learn more? Visit www.RealWealth.com/CPA 🏡

DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com.

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