Aiola CPA, PLLC

Aiola CPA, PLLC We're a 100% virtual CPA firm, specializing in tax planning and preparation for real estate investors.

The most common reason an STR owner fails the qualifying tests isn't the strategy itself. What is?You aren't tracking yo...
06/05/2026

The most common reason an STR owner fails the qualifying tests isn't the strategy itself. What is?

You aren't tracking your hours.

The 100-hour participation test has a second clause most investors miss: you have to participate more than any other individual involved in the activity. That means everyone who touches the property. Your hours, your cleaner's, your property manager's, anyone else's.

If you're not tracking all of it, you can't prove you participated more than anyone else. In an audit, undocumented hours don't exist.

We're walking through what to track, how to track it, and the management setups that actually hold up, plus the case law, the qualifying tests, and the cost segregation layer that drives the size of the Year-1 loss, on Tuesday, June 9 at 3pm EDT.

Registration is $99 and includes the replay, slides, and our exclusive STR Tax Savings Calculator.

Register here: https://www.aiolacpa.com/webinar-str-strategy-june-2026/?utm_source=meta&utm_medium=social&utm_campaign=str-webinar&utm_content=post-link

Most of the STR investors who come to us already own the property. We work backwards from a closing that's already happe...
06/04/2026

Most of the STR investors who come to us already own the property. We work backwards from a closing that's already happened, trying to recover what we can.

There's almost always tax savings sitting on the table that a few earlier conversations would have captured.

Our free checklist is what we wish every investor had walked through before they made their first offer. Four phases, what to do at each one.

Comment CHECKLIST and we'll send you the link.

$81,000 in federal tax savings, in one tax year, from one short-term rental. How?A married couple, both W-2 earners, wit...
06/02/2026

$81,000 in federal tax savings, in one tax year, from one short-term rental. How?

A married couple, both W-2 earners, with a household income around $930K. They buy a single short-term rental for $850K.

By passing the qualifying tests and layering in a cost segregation study with 100% bonus depreciation, their Year-1 paper loss on the property comes out to roughly $220K.

Because the losses are non-passive, they offset W-2 income directly. At their 37% bracket, the federal tax savings are about $81,000 in the first year alone.

One property, one tax year. No real estate professional status, no quitting the day job.

The full mechanics behind those numbers, the qualifying tests, the case law, and the cost seg layer that drives the size of the loss, are exactly what we'll walk through on Tuesday, June 9 at 3pm EDT.

Registration is $99 and includes the replay, slides, and our exclusive STR Tax Savings Calculator.

Register here: https://www.aiolacpa.com/webinar-str-strategy-june-2026/?utm_source=meta&utm_medium=social&utm_campaign=str-webinar&utm_content=post-link

One of the biggest mistakes we see with new STR buyers: they figure out land allocation after they close.By then, it's m...
05/28/2026

One of the biggest mistakes we see with new STR buyers: they figure out land allocation after they close.

By then, it's mostly fixed by the closing docs and the assessor's records. You don't want to be surprised by a high land value cutting into your tax savings.

A 15-minute conversation with your CPA before you sign can give you the analysis or savings estimate you need to know what you're getting into.

Our free checklist walks through the rest of the pre-purchase moves that drive your year-one savings.

Comment CHECKLIST and we'll send you the link.

Most STR owners assume they qualify for the tax strategy that lets short-term rental losses offset W-2 income, but most ...
05/26/2026

Most STR owners assume they qualify for the tax strategy that lets short-term rental losses offset W-2 income, but most don't.

The rules are specific:

* Average guest stay has to be 7 days or fewer for the year
* You have to log more than 100 hours on the property
* You must materially participate

Miss either of those, and the losses stay locked as passive carryforwards.

On Tuesday, June 9 at 3pm EDT, we are running a live session that walks through the strategy end to end.

The qualifying tests, the case law, the cost segregation layer that drives the size of the Year-1 loss, and a real-life example with realistic numbers.

Registration is $99 and includes the replay, slides, and our exclusive STR Tax Savings Calculator.

Register here: https://www.aiolacpa.com/webinar-str-strategy-june-2026/?utm_source=meta&utm_medium=social&utm_campaign=str-webinar&utm_content=post-link

If you're planning to buy a short-term rental, there's a lot riding on what you do before you close. Land allocation, fi...
05/20/2026

If you're planning to buy a short-term rental, there's a lot riding on what you do before you close.

Land allocation, financing structure, entity setup, cost seg timing. Get any of them wrong, and you can lose the tax strategy that made the property worth buying in the first place.

We put together a free checklist that walks you through it.

Four phases of an STR purchase, what to do at each one, and what to have lined up before tax time.

Comment CHECKLIST and we'll send you the link.

If you're planning to buy a short-term rental, there's a lot riding on what you do before you close. Land allocation, fi...
05/19/2026

If you're planning to buy a short-term rental, there's a lot riding on what you do before you close.

Land allocation, financing structure, entity setup, cost seg timing. Get any of them wrong, and you can lose the tax strategy that made the property worth buying in the first place.

We put together a free checklist that walks you through it.

Four phases of an STR purchase, what to do at each one, and what to have lined up before tax time.

Comment CHECKLIST and we'll send you the link

⚠️ Investor Mistake: Mixing Personal and Business TransactionsOnce those lines blur, cleaning it up becomes a project. D...
04/13/2026

⚠️ Investor Mistake: Mixing Personal and Business Transactions

Once those lines blur, cleaning it up becomes a project. Deductions you legitimately spent money on get harder to defend, and the paper trail your CPA needs isn't there.

At minimum, you need one account dedicated entirely to your real estate business. It's one of the simplest things you can do to protect your records and make tax time cleaner.

📖 Read the full blog: https://www.aiolacpa.com/bookkeeping-for-real-estate-investors-why-it-matters-more-than-you-think/

🎯 Strategy Spotlight: Clean books = better tax planning.Tax strategy isn't something that happens at filing time. Purcha...
04/09/2026

🎯 Strategy Spotlight: Clean books = better tax planning.

Tax strategy isn't something that happens at filing time. Purchase and sale decisions, repairs vs. improvements, and cost segregation strategies all require knowing where you actually stand in real time.

If your books are three months behind, those conversations can't happen the way they should. Current, accurate financials give your CPA something real to work with.

📖 Read the full blog: https://www.aiolacpa.com/bookkeeping-for-real-estate-investors-why-it-matters-more-than-you-think/

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