CPAs, while essential for tax optimization and financial oversight, may not always be viewed as indispensable in the initial planning phase.Communication Gaps: There may be communication gaps or misunderstandings about the roles and contributions of CPAs versus attorneys and GPs.

Let's talk about leveraging tax strategies to optimize your real estate investments.

I initially focused on optimizing and growing my portfolio, which grew into helping many of my investors here in Denver.1) Do a full annual review of your portfolio - Portfolio AnalysisYou don't need real time tracking month to month. 

I'll start shopping around mortgage brokers and get all that info from them so I can make the most informed decision of which to target first to optimize growth without over leveraging myself.

Are there opportunities to optimize your portfolio to better support your goals (selling existing properties, value adds, etc.)?

Even launched and managed several real estate funds.I specialize in various aspects of commercial real estate investment, like market analysis, financial modeling, debt modeling, risk management, portfolio optimization, etc. 

I'm a Hubspot certified digital marketer who runs his own digital marketing firm and have seen the benefits of SEO and PPC advertising.A few things to note when looking for a digital marketing firm:Do your research, referrals are the best to see whos getting results.Here's a quick tip for your wife, make sure her "business" is setup at https://www.google.com/business/ because then she will show up on google maps and increases her chance of being found if someone searches for "Realtors near me" or something like that.https://www.fiverr.com/ is perfect for  one time jobs like:Build your websiteBuilding a Landing PageOptimize one page for SEORun one/two Online adds Things like SEO (Search Engine Optimization) and PPC (Pay Per click advertising) take a bit of time to get optimized and to see leads rolling in.

Unsuccessful Property Search: Hours spent on unsuccessful property searches, where no purchase is made, do not qualify.On-Call Periods: Instances where you are on-call but do not actively perform work do not count towards material participation.Meeting Requirements:Maintain Detailed Records: Keep accurate time logs and records documenting your involvement in material participation activities, supported by evidence such as emails and calendar appointments.Seek Professional Guidance: Collaborate with a qualified tax professional to ensure compliance with IRS regulations and to optimize your material participation strategy.I hope this high-level overview gives you insight into what activities matter and ones that do not.

@John KimThe optimal disposition strategies for vacant land varies by the type of land you're dealing in.

Emphasize cash flow, aim for it from day one, and apply operational optimization and value-added strategies to enhance it.5.