About Propel

Meet Jerry Rubino, CPA, EA

Almost 15 years of public accounting experience with deep specialization in real estate and alternative investment tax strategy.

Jerry Rubino with his family
Rooted in family Planning built around the people and goals that matter most.

Professional Background

Real Estate and Alternative Investment Tax Strategy

Jerry Rubino is a Certified Public Accountant and Enrolled Agent bringing almost 15 years of public accounting experience, including 8 years with PwC. He specializes in real estate and alternative investment tax strategy for investors, business owners, CPAs, and advisors.

Jerry graduated from John Carroll University with a degree in accounting and played on the Men's Soccer team. He has led tax firm operations serving more than 500 clients and overseeing approximately 1,200 tax returns across all 50 states.

Jerry works alongside The WAY Alternative Investment Solutions Group to help investors, CPAs, and advisors understand the tax mechanics, reporting considerations, and planning opportunities associated with alternative investment strategies, including real estate and oil and gas investments.

Expertise

Advanced Strategy for Real Estate and Alternative Investments

Real Estate Tax Strategy

  • Passive activity loss rules
  • Accelerated depreciation
  • 1031 exchanges
  • Real estate syndication planning

Alternative Investments

  • Delaware Statutory Trusts
  • 721 UPREIT transactions
  • Oil and gas investments
  • Reporting considerations

Investor Advisory

  • General partner planning
  • Limited partner planning
  • Tax mechanics education
  • Planning opportunity review

Firm Operations

  • 500+ clients served
  • 1,200 returns overseen
  • All 50 states
  • Advisor and CPA collaboration

Philosophy

Plan Ahead. Protect What Matters. Propel Your Future.

Tax planning should be proactive, technical, and grounded in the real decisions investors and business owners face.

Jerry resides in Kirtland, Ohio with his wife, Chelsea, and their two sons. He is President of the John Carroll University Men's Soccer Mentorship Program and serves as the JV Head Soccer Coach at Kirtland High School.

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