Exchange everything.
Lose nothing.
Tax strategy as infrastructure — 1031 timeline control, cost segregation,
assessment appeals, and S-Corp salary that holds up under exam.
Stay ahead of critical federal tax deadlines. Mark your calendar or reach out to schedule a planning session ahead of each date.
Form 1040-ES Q3 installment due
Extended Form 1040 returns due
Form 1040-ES Q4 installment due
Form 1120-S / 1065 returns due
Each practice area is an integrated component of a unified tax architecture.
Every return. Every strategy. Every entity.
Comprehensive tax planning, preparation, and filing across all entity types — from individuals and partnerships to complex real estate structures and multi-state operations.
Defer the gain. Keep the capital.
We manage identification deadlines, coordinate qualified intermediaries, and structure like-kind exchanges that defer the gain and keep your capital working.
Acquisition to exit, optimized.
From entity structuring at acquisition to depreciation strategy at hold to capital gains architecture at exit — we optimize every phase of the investment cycle.
Plan for the law in front of you.
The One Big Beautiful Bill Act (OBBBA) — signed 2025 — permanently extends bonus depreciation, modifies SALT, and expands QBI deductions. We reposition your structure to capture what the current code allows.
Challenge assessments. Win.
Assessors over-value. We challenge. Our systematic appeal process leverages market data, comparable analysis, and administrative expertise to reduce your tax burden.
Intelligent automation.
We integrate AI into your tax infrastructure — automating document review, identifying depreciation opportunities, and surfacing insights that manual processes miss.
CFO-level strategy. Without the overhead.
We act as your embedded CFO year-round — driving financial strategy, scenario modeling, and investor reporting without the cost of a full-time hire.
Select a topic
Select a topic for your intelligence brief
Tax law moves fast. Stay ahead.
Keep more of your investment profits by delaying tax payments. Use these current rules to plan your next successful property exchange.
California does not follow federal bonus depreciation rules. We help you manage dual ledgers to keep your taxes accurate and avoid audit risks.
Aug 18, 2026 · 8 minFrustrated by rental losses you can't use? Learn why the IRS classifies them as passive, how REPS and the $25,000 allowance work, and the real audit risk of these strategies.
Aug 18, 2026 · 8 minDiscover how the Augusta Rule allows business owners to extract tax-free income from their own properties while creating legitimate business deductions.
Aug 16, 2026 · 7 minLearn how to use cost segregation to lower your tax bill and keep more cash in your pocket. We break down exactly how this strategy works for your portfolio.
Aug 16, 2026 · 6 minMaximize your tax savings by combining a 401(k) and a Cash Balance Plan. Learn how to manage contributions while accounting for your real estate investments.
Aug 16, 2026 · 8 minLaviCPA identified a $340,000 over-assessment on our industrial portfolio that we had no idea existed. The appeal process was seamless — we didn't attend a single hearing.
Every engagement begins with a complimentary evaluation to understand your financial architecture. We then act as your embedded CFO — driving strategy, not just compliance.
Common focus areas we address from day one:
LaviCPA was founded on a single conviction: the most sophisticated investors deserve a CPA firm that thinks the way they do — in compound returns, not tax seasons.
We serve real estate developers, syndicators, family offices, and portfolio holders who need a tax partner embedded in their investment architecture — not brought in at year's end.
Tax strategy is infrastructure. Not year-end paperwork.
Every engagement begins with the exit in mind and works backward.
Cost segregation, 1031 timelines, assessment appeals, and S-Corp salary reviewed against the code and the case law.
A 14-property multifamily operator came to us after their prior CPA missed a cost segregation opportunity. A study on their 2022 acquisition accelerated $900,000 in depreciation — eliminating roughly $315,000 in tax liability that year.
Elias Lavi is a licensed California CPA and the founder of LaviCPA. He works directly with every client — no account managers, no hand-offs, no junior staff running your return. If you have a question about your 1031 identification window or your cost seg study, you call Elias.
The firm takes real estate developers, syndicators, family offices, and portfolio holders — investors whose tax position is too complex for a generalist and too important to leave until April.
A 14-property multifamily operator came to us after their prior CPA missed a cost segregation opportunity. A study on their 2022 acquisition accelerated $900,000 in depreciation — eliminating roughly $315,000 in tax liability that year.
We work with a select number of investors each year. Tell us about your situation — we'll tell you honestly if we can compound your outcome.