Case Study #3KamCode™
The Real Estate Investor
Marcus Thompson
Client
Marcus Thompson, 42
Type
Real Estate Investor
Year 1 Savings
$75,000+
10-Year Impact
$750,000+
Overview
Marcus Thompson, 42, is a real estate investor with 8 rental properties and a high-paying W-2 job. His previous accountant was a tax preparer, not a planner. Using Uncle Kam's Tax Plan Generator, we walked through a comprehensive intake process and ran a scenario comparison between REPS and No REPS — revealing a $75,000 swing in tax savings. This case study demonstrates the power of strategic entity structuring and cost segregation for real estate investors.
Cost Segregation StudyAugusta RuleS-Corp for Property ManagementREPS vs Non-REPS Scenario Comparison
Full Case Study (3 pages)
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