Free Resource

STR Tax Savings Checklist

A plain-English checklist of every condition that has to hold for a short-term rental loss to offset your W-2 income, written so you can walk through it with your CPA rather than hope it works out. Covers the seven day test, material participation evidence, management structure, and cost segregation timing.

What the checklist covers

  1. The seven day average stay test. How it is calculated across the year, and the booking patterns that quietly break it.
  2. Material participation. The three usable tests, what hours count, and what a log that survives scrutiny actually looks like.
  3. Management structure. Which arrangements preserve the position and which eliminate it, and why the decision belongs before closing.
  4. Cost segregation timing. Placed-in-service dates, look-back studies, and the questions to ask a provider.
  5. The limits. Excess business loss, state conformity to bonus depreciation, and recapture on exit.
  6. Year-end items that routinely get missed and cannot be fixed in April.

My BnB Accelerator, LLC is a real estate acquisition firm, not a CPA firm. This checklist explains mechanics so you can ask better questions of a qualified professional. It is not tax advice. See our partner firm.

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Emailed to you, no charge and no obligation.

We will email it to you and may follow up once about your situation. No list rental, no spam, unsubscribe any time.

FAQ

Frequently asked questions

What is in the STR tax savings checklist?

The conditions that have to hold for a short-term rental loss to offset W-2 income: the seven day average stay test, the material participation tests and what evidence each requires, the management structures that preserve or destroy the position, cost segregation timing, and the year-end items that get missed.

Is this tax advice?

No. My BnB Accelerator, LLC is a real estate acquisition firm, not a CPA firm. The checklist is written so you can have a more productive conversation with a qualified professional. Tax outcomes depend on your individual facts.

Do I need to be a client to get it?

No. Request it and we will email it. We may follow up once to ask whether it was useful.

Let us look at your numbers before you buy

Applications are reviewed individually. If short-term rentals are the wrong tool for your situation, we will say so on the first call.

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