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When Solo 401(k)s and Cash Balance Plans Work Together and When They Don’t
For high-income Florida investors and business owners, the real decision is not contribution size alone. It is whether the plan pairing improves multi-year outcomes once NIIT, entity structure, recapture, and liquidity are considered together.
Short-Term Rental Tax Florida Orlando: An Investor-Focused Guide
A strategic guide for high-income Florida investors evaluating Orlando short-term rentals across acquisition, operating years, and exit. It focuses on sequencing, NIIT, ownership structure, and long-term tax tradeoffs.
Shifting Income and Deductions Without Triggering Recharacterization Issues
A strategic guide for high-income Florida taxpayers evaluating how to shift income and deductions without weakening the long-term outcome. The focus is on sequencing, NIIT, entity structure, recapture, and exit-year trade-offs.
Florida No Property Tax Bill? What High-Income Owners Need to Plan for Instead
Florida’s no-state-income-tax environment does not remove the real planning issues for high-income owners. This article explains how sequencing, NIIT, recapture, and ownership structure shape long-term real estate outcomes.
How to Plan a 1031 Exchange for Florida Real Estate in Hillsborough County
A 1031 exchange is not just a deferral tool for Florida investors. This guide explains how to sequence the exchange around NIIT, depreciation recapture, ownership structure, and long-term exit flexibility.
Bonus Depreciation vs Straight-Line: Choosing Based on Exit Strategy, Not Just Cash Savings
For high-income Florida investors, the real depreciation decision is not about the largest first-year deduction. It is about how bonus depreciation vs straight-line affects sequencing, recapture, NIIT, and exit-year tax efficiency.
When Tax-Motivated Leverage Increases Long-Term Financial Risk
Leverage can reduce current taxable income, but the real test is what happens across multiple years and at exit. This guide maps sequencing, NIIT, recapture exposure, and structure so outcomes hold up over time.
Capital Gains Real Estate Tax Florida: Landlord Requirements and Multi-Year Exit Planning Framework
Florida landlords don’t have a state income tax to manage, so federal sequencing becomes the main lever. This guide frames exits around income stacking, NIIT, depreciation unwind, and structure-driven flexibility.
Withholding Tax on Real Estate Sales in Florida: A Strategic Guide for Landlords Considering an Appeal
High-income Florida landlords should treat withholding as a planning signal, not a closing surprise. This guide integrates FIRPTA, NIIT, recapture, and multi-year exit sequencing.
Hold, Exchange, or Sell Real Estate: Tax-Driven Decision Frameworks for Florida Investors
A portfolio-level decision framework for Florida investors weighing hold, exchange, or sell choices. Built around sequencing, optionality, and exit-aware planning.
Should You Get a Cost Segregation Study if You Hold a Rental for 7 Years?
Discover whether a cost segregation study is worth it for a rental property you plan to hold for 7 years. Florida-based tax experts at Square Accounting break down the benefits, risks, and strategies for maximizing after-tax returns.
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