Real Wealth Show: Real Estate Investing Podcast 2026 Tax Strategy for Real Estate Investors: Extensions, Bonus Depreciation & Passive Loss Rules
Feb 26, 2026
Brandon Hall, CPA who advises real estate investors on tax planning, offers concise guidance for 2026. He covers when filing an extension can be smarter, navigating K-1 timing and passive loss rules, and the importance of talking to your CPA before investing. He also highlights bonus depreciation, cost segregation, opportunity zones, and avoiding surprise tax bills.
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Extend Your Return To Avoid Rushed Tax Work
- Do file an extension if you need more time to produce a high-quality, accurate return.
- Brandon Hall extends every year to avoid rushed work and get better tax-planning conversations in summer months.
Pay Estimated Balance With Your Extension
- Do pay the estimated tax payment when you file an extension to avoid penalties and interest.
- Hall recommends calculating the gap (what you owe minus withholdings/estimates) and paying that on April 15th when extending.
Pay Quarterly Taxes If You Lack W-2 Withholding
- Do make quarterly estimated tax payments if you lack W-2 withholding.
- Hall says business owners and investors without W-2s should pay quarterlies or accept IRS penalties at year-end.