Wealth Building CPA

10/26/2026

Are You in a Work Slump? Read and subscribe to my latest WBCPA Client Care Newsletter.

Email from Wealth Building CPA Your Monthly Inspiration   WBCPA Client Care Newsletter - October 2026 About the WBCPA Care Program The WBCPA Care Team is here to help you improve your lives personally

10/23/2026

👻 **The Scariest Thing About October? A Surprise Tax Bill.**

Business owners: if you haven't reviewed your 2026 numbers yet, now is the time.

Don't wait until January to discover that your income was higher than expected or that your estimated tax payments weren't enough.

A year-end tax planning conversation can help you understand where you stand and what strategies may still be available before December 31.

**Know your numbers before they become a tax surprise.**

📞 **888.502.5672**
🔗 Schedule your FREE assessment: https://www.thewealthbuildingcpa.com/free-assessment/

10/19/2026

QUESTION: Growing our RE business in the US certainly has its growing pains. In structuring our entities (we operate in Florida, Georgia, and soon in Texas), we have been informed that “…your company is a dealer in real estate sales and purchases, not an investor (1031 exchange tax deferral is not allowed for dealers)”.

How are your 1031 exchanges handled? Is this an entity-focused restriction, or an activity-focused restriction? I see the reasoning on an individual basis, but how many flips does it take before you are considered a dealer?

Read my answer here:

This is the second of a four-part series of Questions and Answers related to entity structuring. QUESTION: A few years ago I entered into a partnership with my brother and a couple of friends. We purchased a single-family house to rent out. We (over)paid around $127,000 for the house. The property i...

10/16/2026

🏚️ **Real Estate Investors: Have You Reviewed Your Properties This Year?**

October is a great time to take a closer look at your real estate portfolio before year-end.

Ask yourself:

✔️ Are all rental expenses being tracked?
✔️ Are repairs and improvements properly categorized?
✔️ Are you maximizing available depreciation?
✔️ Are your properties producing the cash flow you expected?
✔️ Do you have a plan for your 2026 tax bill?

Your real estate strategy and tax strategy should work together.

**Don't wait until tax season to discover missed opportunities.**

📞 **888.502.5672**
🔗 Get your FREE assessment: https://www.thewealthbuildingcpa.com/free-assessment/

10/12/2026

Entity Structure Questions & Answers (Part 1)

Selecting the right entity structure for your real estate deal can mean the difference between building and losing incredible wealth. It’s vitally important to incorporate correctly to protect yourself, your assets, and your wealth. I get a lot of questions about entity structuring, particularly on legal, tax, and compliance issues. Your goal is to find one that meets all three criteria. One size does not fit all. Structures can be changed. Read the full blog post here: https://www.thewealthbuildingcpa.com/blog/entity-structure-questions-answers-part-1/

10/09/2026

🎃 Don’t Let Your 2026 Tax Bill Sneak Up on You

October is here, and there’s still time to take action before the end of the year.
Business owners and real estate investors should be reviewing:

💰 Year-to-date income and profits
📋 Estimated tax payments
🏠 Property expenses and depreciation
📊 Business deductions
💡 Potential year-end tax strategies

The worst time to start tax planning is when your tax return is already due.
Start planning now. Finish the year strong.

📞 888.502.5672
🔗 Schedule your FREE assessment: https://www.thewealthbuildingcpa.com/free-assessment/

10/05/2026

Cash-Out Refinance Tax Implications for Rental Property Investors.

Learn the tax implications of a cash-out refinance on rental property. Understand how factors can impact your real estate investment returns.

09/28/2026

Rates Were Hiked: Here’s What Investors Should Do Now.

The Federal Reserve hiked rates last week, but did it actually help the housing market?

09/25/2026

Insurance Shock Is Eating Cash Flow Away
https://www.biggerpockets.com/blog/insurance-shock-is-eating-cash-flow-away-this-surprising-market-is-facing-the-brunt-of-it

09/21/2026

🚨 **Business Owners: Don’t Make December Your Tax Planning Month**

By December, some tax-saving opportunities may be limited or gone altogether.

September is the perfect time to sit down with your CPA and ask:

**“What can I still do this year to legally reduce my tax burden?”**

Depending on your situation, the conversation could include:

✔️ Business expenses
✔️ Equipment purchases
✔️ Retirement planning
✔️ Estimated taxes
✔️ Business structure
✔️ Year-end income and expense timing

**Tax planning isn't about paying less at any cost. It's about keeping more of what you've worked so hard to earn.**

📞 **888.502.5672**
🔗 Schedule your FREE assessment: https://www.thewealthbuildingcpa.com/free-assessment/