About me
My name is Jerry Rubino, and I’m a CPA and Enrolled Agent with nearly 15 years of public accounting and tax advisory experience.
Throughout my career, I’ve worked extensively with Realtors, real estate investors, developers, contractors, and real estate partnerships, helping them navigate the increasingly complex tax rules that impact wealth creation through real estate.
My experience extends beyond tax preparation and includes proactive planning around Real Estate Professional Status (REPS), Short-Term Rental Strategies, Passive Activity Loss Rules, Cost Segregation Studies, 1031 Exchanges, Delaware Statutory Trusts (DSTs), 721 UPREIT Transactions, Entity Structuring & Tax Planning, and Real Estate Syndications & Partnership Taxation.
One thing I’ve learned is that many successful Realtors and investors are sitting on planning opportunities they simply don’t know exist.
Whether it’s using Real Estate Professional Status to unlock suspended losses, leveraging short-term rental rules to offset ordinary income, evaluating a cost segregation study, planning a 1031 exchange, or determining whether a DST or UPREIT strategy aligns with long-term goals, these decisions can have a significant impact on after-tax wealth.
If you’re a Realtor, investor, or advisor who feels like you or your clients could benefit from more proactive tax planning around a real estate portfolio, I’d be happy to connect.
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