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Tax Strategies Being Promoted Right Now—What Real Estate Investors Need to Know
- lisa9372
- Apr 22
- 2 min read
Updated: Apr 24
There are tax strategies being heavily promoted to real estate investors right now that appear legitimate—but are creating issues when reviewed.
The IRS continues to flag certain approaches as part of its “Dirty Dozen,” and many investors are finding out too late that what they were told doesn’t align with what actually qualifies.
In this video, I walk through what’s happening and what investors should be aware of before moving forward with any tax strategy.
What’s Actually Happening
Many of these strategies are presented in a way that focuses on the outcome—reducing taxes or increasing refunds—without fully addressing what actually has to be in place for that result to hold up.
When the IRS looks at these later, they’re not looking at how the strategy was explained. They’re looking at whether it actually qualifies.
Where Investors Get Caught Off Guard
In many cases, the issue isn’t that investors are trying to do something wrong.
It’s that the focus is on the result—not the requirements, documentation, and structure needed to support it.
And when those elements aren’t there,that’s when adjustments happen.
Why This Matters
When a position doesn’t hold up:
credits can be disallowed
deductions can be reduced or removed
and you may end up paying tax on something you thought was already handled
About Me
I’m Lisa Marie Odeja, a CPA and Enrolled Agent specializing in tax strategy for real estate investors and established business owners.
Before starting Pinnacle Financial Services, I worked as a federal government auditor reviewing financial records and compliance.
That background continues to shape how I evaluate strategies — not just for potential savings, but for how they hold up under scrutiny.
Work With Me
If you’re not completely confident in what's being done on your return, this isn't something you want to guess on.
📅 Schedule a strategy consultation:
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