What’s on it
- The four asset lives a study separates out, in plain words.
- The questions that decide whether a study earns its fee on a given property.
- Where the passive activity rules sit, and the two doors out of them.
- What to ask a provider before your client signs anything.
- The IRS material behind each point, so you can check it yourself.
Written for professionals. It is a reference sheet, not tax advice, and it does not replace your own judgement on a client's return.
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Working together
No referral compensation of any kind is offered or accepted.
If you’d like to see how the coaching side works before you share anything with a client, the ten steps are here.