From the Vault

Main Street vs. Wall Street: How Elite Capitalists Force Equity and Secure Infinite Returns Tax-Free

CFO James Bohan contrasts the high-tax trap of stock churning with Main Street real estate. Discover the advanced strategy to force equity, execute a tax-free cash-out refinance, and deploy depreciati... ...more

Investor Education

August 24, 2026•5 min read

Cracking the STR Loophole to Wipe Out Active W-2 and Business Income

CFO James Bohan breaks down how high earners can bypass the 750-hour REPS rule using the short-term rental loophole. Learn the exact 100-hour material participation blueprint to combine cost segregati... ...more

Investor Education

August 17, 2026•5 min read

Advanced Real Estate Tax Strategy: How Private REITs Block the SDIRA Tax Trap

SDIRA real estate investments can trigger a hidden 37% UDFI tax trap when bank debt is involved. CPA James Bohan breaks down how elite investors deploy Private REIT shields to convert debt-backed real... ...more

Investor Education

August 10, 2026•5 min read

Why Stonehan Added a Multi-Billion-Dollar Fund Heavyweight to Lead Our Tax Practices

Stonehan expands its elite back office by hiring Big 4 veteran Crystal Kim, CPA, MST, as Managing Tax Director. Discover how her mastery of $20B+ fund allocations, waterfalls, and complex partnerships... ...more

Investor Education

August 03, 2026•4 min read

Most Fund Managers Start Exit Tax Planning Too Late

Exit tax planning for real estate funds should start years before a sale. Learn how depreciation recapture, entity structure, carried interest, and installment sales affect fund manager tax outcomes. ...more

Investor Education

June 29, 2026•5 min read

Most CPAs Aren’t Built for Real Estate Funds

Most CPAs are not built for the complexity inside real estate funds. Learn what separates a qualified CPA for fund managers from a generalist accountant and why fund-specific experience matters. ...more

Investor Education

June 23, 2026•5 min read