2025 & Beyond: Smart Tax Strategies Every Real Estate Investor Needs to Know

2025 & Beyond: Smart Tax Strategies Every Real Estate Investor Needs to Know

Featuring Jim King, CPA – Aprio Advisory Group

Tax laws are changing—and the decisions you made in 2025 and will make in the new year can have a major impact on your cash flow, returns, and long-term wealth. Join us for an in-depth and practical presentation with Jim King, CPA with Aprio Advisory Group, as he breaks down what real estate investors need to know to file correctly for 2025 and position themselves strategically for 2026 and beyond.

This session is designed to help investors move beyond basic compliance and toward tax-efficient investing. Jim will explain complex concepts in plain English and share real-world guidance you can actually use—whether you own one property or a large portfolio.

What You’ll Learn

Introduction
Understand today’s tax environment for real estate investors and why proactive planning—not last-minute filing—is critical.

Tax-Efficient Structures for Holding Real Estate
Learn how different ownership structures (LLCs, partnerships, S-corps, C-corps, trusts, and more) affect taxes, liability, and long-term flexibility—and how to choose the right structure for your investing strategy.

Tax Considerations When Buying and Selling Property
Discover the tax implications of real estate deals, and how timing, intent, and structure can significantly change your tax outcome.

Tax Deferral Strategies: What They Are & Why They Matter
Explore powerful tax deferral tools and how they impact investor wealth:

• 1031 Exchanges
• Qualified Opportunity Zones (QOZs)
• Installment Sales

Taking Advantage of the Real Estate Professional Designation
Find out who qualifies, what the IRS looks for, and how this designation can unlock major tax savings by offsetting active income.

How the New 2025 Tax Law Affects You
Get clear insight into new and updated tax rules for 2025, what’s changed, what’s staying, and how investors should adjust their strategies now.

Open Q&A
Bring your questions and get direct answers from an experienced CPA who works closely with real estate investors every day.

Why You Should Attend

• Learn how to legally reduce and defer taxes
• Avoid common (and costly) investor tax mistakes
• Stay informed of new tax laws and learn how they impact your returns
• Gain clarity and confidence heading into tax season
• Network with serious local investors and professionals

Whether you’re a buy-and-hold investor, flipper, developer, or just getting started, this meeting will give you clarity, strategy, and actionable insights you don’t want to miss.

Note: This meeting is IN PERSON ONLY--no Zoom/Simulcast. MREIA Members can attend all monthly meetings--including this new North Jersey event--at no extra cost.

Our North Jersey Meeting is FREE for members and ALL guests--MREIA would like to welcome everyone who is interested in real estate investing. Invite your friends!

Please pre-register HERE! We look forward to seeing you there!

Featured Speaker:

Jim King, CPA, MST
Northeast Real Estate Co-Leader | Tax Partner - Aprio Advisory Group

As a partner and co-leader of Aprio’s Northeast Real Estate division, Jim provides his clients with a wide-range of real estate services, such as taxation, formation, restructuring and acquisitions, as well as helping clients with like kind exchanges and solving complex issues. He also provides business, consulting and tax planning services.

With more than 36 years of experience working at Big Four, medium and small CPA firms, his technical proficiency and research-based approach helps him devise innovative solutions to complicated situations and give comprehensive tax and business advice to business owners.

Jim earned his Master of Science in Taxation at Seton Hall University in New Jersey and Bachelor’s in Accounting at Pace University in New York. He is a Certified Public Accountant (CPA), a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJSCPA), and the New York State Society of Certified Public Accountants (NYSSCPA). He is also currently the Treasurer/BOD in the Mental Health Association in Passaic County and the Treasurer/BOD of Letip International of Paramus.