How Real Estate Investors Should Prepare When Working with Their CPA in 2026

Real Estate Mastermind Strategies – Lehigh Valley
📅 Date: February 11th, 2026
⏰ Time: 6:30 PM – 8:30 PM
📍 Location: Fegley’s Bethlehem Brew Works
559 Main St #101, Bethlehem, PA 18018
Hosts: Joseph V. Scorese & David Burgio
🎤 Presented by: Joe Reyes, CPA

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Topic: How Real Estate Investors Should Prepare When Working with Their CPA in 2026
Heading into 2026, real estate investors must be more organized, proactive, and tax-smart than ever. With potential TCJA sunsets, bonus-depreciation rollbacks, and evolving passive-activity rules, working closely with your CPA is essential for maximizing deductions, maintaining compliance, and protecting long-term wealth.
Joe Reyes, CPA will break down exactly how investors should position themselves for the year ahead.
✅ Key Focus Areas for 2026

• Clean and complete P&Ls, bank statements, HUDs, leases, settlement sheets
• Updated rehab budgets and improvement logs for flips & BRRRR projects
• Clear goals for acquisitions, dispositions, refinances, and cash-flow needs
• Proper entity structure review (LLCs, partnerships, S-Corps, multi-entity setups)
• Depreciation planning and cost-segregation opportunities
• Preparation for upcoming bonus-depreciation & passive-loss rule changes
• Quarterly CPA check-ins for continuous tax optimization

🎯 Who Should Attend

• BRRRR investors
• Rental portfolio builders
• Fix & flip investors
• DSCR buyers
• Developers
• Real estate agents working with investors
• Anyone scaling their investing in 2026

Staying ahead of these tax changes can dramatically strengthen your portfolio performance—and this session will help ensure you're prepared.

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🔗 Register & Join Us:
https://www.eventbrite.com/e/how-real-estate-investors-should-prepare-when-working-with-their-cpa-2026-tickets-1976742687591?aff=oddtdtcreator