Bay Area Real Estate Investing Learning Hub

# The Tax Loopholes W-2 Earners Actually Need to Know

REGISTER HERE
simplydoit.net/etn/tax-loopholes/

📅 Wednesday, January 28th
⏰ 5:30 PST
📍 Online⁠
⭐ Free⁠

## “I Need to Close Before December 31st, or I’ll Lose the Tax Benefits!”

That’s what my client said when they called in a panic mid-December.
They were convinced that buying a rental property before the year ended was the secret to “massive tax savings”. They were wrong.

And what they learned saved them from making a $40,000+ mistake.

### What Nobody Tells You About Real Estate

Most people think real estate investing serves ONE purpose:
Building Wealth
But there’s a second purpose that changes everything:
Tax Engineering

The U.S. tax code is literally designed to incentivize real estate investment. If you’re a high-income W-2 employee paying significant taxes and NOT using these strategies, you’re leaving tens of thousands of dollars on the table.

Every. Single. Year.

The Truth About December 31st
Here’s what that panicked client didn’t know: Rushing to close on a property before year-end can actually REDUCE your tax benefits if you don’t have the right structure in place first.

The deadline that matters isn’t December 31st.
It’s understanding the strategy BEFORE you buy. And that’s exactly what this class will give you.

REGISTER HERE
simplydoit.net/etn/tax-loopholes/

What You’ll Learn:

1. The Real Story
   Walk through the actual client call: their panic, their plan, and why rushing to close before December 31st would’ve been a costly mistake
2. The “Paper Loss” Strategy
   How your rental property can show a loss for tax purposes while STILL generating income and building equity, and why this is exactly what high earners want
3. W-2 Earners’ Secret Weapon
   The specific strategies that let you use rental property losses to offset your salary income (legally and substantially)
4. The Before-You-Buy Checklist
   The questions your CPA should be asking BEFORE you purchase.
5. Real Numbers, Real Savings
   Actual dollar amounts from real situations (including what people are saving annually)
6. When It Works & When It Doesn’t
   Not every situation qualifies. We’ll be honest about who can use these strategies and who can’t

Plus Q&A session with Dani!

### Why This Matters RIGHT NOW

You’re watching:

• Layoffs in tech and other industries
• Employment uncertainty everywhere
• Your paycheck is getting demolished by taxes
• Financial advisors saying “buy real estate” without explaining the WHY

Meanwhile, the tax code has incentives built in that most people never use.

### This Class Is For You If:

✓ You earn $100K+ as a W-2 employee and pay hefty taxes
✓ You’re considering buying rental property (or already own one)
✓ You want to understand the tax strategy BEFORE you buy
✓ You’re tired of feeling like you’re working just to pay the IRS

REGISTER HERE
simplydoit.net/etn/tax-loopholes/

This is a No-Sales-Pitch Event!

No worries if you can’t join live – register regardless and we’ll send you the recording link to watch for a limited time.

REGISTRATION IS FREE! Space is limited – secure your spot today.
This is the class you’ve been waiting for! The class that can guide you toward your first or next investment property.

Stories from the Trenches is a monthly series where we share real client situations, walk through what happened, and show you the strategies that worked. No theory. No fluff. Just what’s actually happening in the world of personal finance right now.

About Dani Beit-Or:
Dani Beit-Or has been investing out of state for more than 20 years, helping investors acquire over 5,000 properties across 40+ U.S. metros.

After surviving and thriving after the 2008 real estate crash, Dani refined his investment approach into a repeatable, resilient system that works in both strong and challenging markets.

📅 Wednesday, December 28th
⏰ 5:30 PST
📍 Online⁠
⭐ Free⁠

REGISTER HERE
simplydoit.net/etn/tax-loopholes/