How Active Real Estate Investing Can Unlock Better Tax Strategies with Terry Judge

Stop Thinking About Taxes Only at Filing Time

Most investors think about taxes after the year is over. Terry Judge explains why the biggest opportunities happen long before tax season arrives.

In this conversation, Terry shares how paying high taxes pushed him from being a passive real estate investor into becoming an active partner in development projects. He explains how that transition created new tax planning opportunities while helping him gain valuable experience in real estate.

The discussion also covers cost segregation, real estate professional status, bonus depreciation, and how specialty tax planning can uncover savings that many investors never realize are available. Terry also shares examples from his own development projects and explains why working with tax specialists alongside your CPA can make a meaningful difference.

Key Topics

• Why Terry moved from passive investing into active development
• How cost segregation creates accelerated depreciation
• Material participation and active investing
• Real estate professional status
• Current hotel and daycare development projects
• Working alongside CPAs for proactive tax planning
• R&D tax credits for qualifying businesses

Guest Information

Terry Judge is the owner of Core Advisors, a nationwide specialty tax firm focused on cost segregation studies and R&D tax credits. He also actively invests in real estate development projects while helping investors identify tax saving opportunities discussed in the episode.

Website:
coreadvisors.net

Email:
TerryJudge@CoreAdvisors.net

Call to Action

Visit Core Advisors for a free savings analysis or reach out to Terry directly by email to discuss your investment or business tax strategy.