Tax Planning: Insights from CREATE on Strategies for Real Estate Investors in 2026

CREATE recently featured insights from Robert D. Matt, CPA, a principal at Kaufman Rossin, on tax-smart strategies for real estate investors as we head into 2026. The article highlights the impacts of the recent tax reform under the One Big Beautiful Bill Act (OBBBA) and how these changes present opportunities for strategic tax planning within the real estate sector.

Robert D. Matt emphasized, “With the OBBBA providing extensions and enhancements to key tax incentives, real estate investors can capitalize on provisions like bonus depreciation and the Section 179D deduction to improve cash flow and foster growth.”

Understanding these incentives is crucial for investors aiming to maximize their tax efficiency. The extension of bonus depreciation and opportunities in energy-efficient construction under Section 179D can have significant impacts. These strategies highlight the importance of engaging with experts in tax services to navigate the evolving landscape and optimize financial outcomes.

Read the full article in CREATE.

Want to explore how tax-smart strategies could affect your business? Connect with our Tax Services team to learn more.