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As your high net worth financial advisor, Achim von Bodman, CFP®, plans rentals, trust payouts and private fund stakes beside our CPAs.
Rental property
Landlords who own 10% or more and make management decisions can deduct up to $25,000 of rental losses against other income.
The IRS phases that allowance out between $100,000 and $150,000 of modified AGI, income before rental losses.
As a financial advisor for real estate investors, the planner times a full taxable sale to an unrelated buyer, when the landlord deducts losses carried from past years.
Trust interests
When a trustee pays out trust income, the beneficiary reports that share from the Schedule K-1, the income statement the trustee sends. The planner works with the trustee on yearly payouts, since the IRS taxes income a trust keeps on its own rate table.
Private fund stakes
Partnerships and private funds can extend their returns to September 15, so a fund can send its K-1, the investor’s income statement, after April.
Our CPAs then extend the client’s return to October 15.
The client pays any tax owed by the April deadline.
The IRS applies the 37% rate to a trust’s taxable ordinary income above this in 2026
Single filer taxable ordinary income above which the IRS applies 37% in 2026
Joint filer taxable ordinary income above which the IRS applies 37% in 2026
Source: IRS Revenue Procedure 2025-32, checked October 2026
A multi family office sells family office services, from investments and family office accounting to bill pay, to several families at once. With an outsourced family office, a family hires outside firms for each part of that work. Dimov Tax takes on the plan and the tax returns, and its bookkeepers keep a profit and loss for each rental.
At Dimov Tax, a CPA works as the high net worth tax advisor on your file and prepares the return from your K-1 income statements and rental schedules.
Before a fund exit or a gift to charity, the CPA projects the tax on each option for the planner. The planner also weighs which asset a client gives. The IRS lets a donor who itemizes deduct stock held over a year at its market value, and the donor pays no capital gains tax on its growth.
Your high net worth financial advisor plans from the same return the CPA files for you.
Complex real estate tax optimizations... absolutely delivered with top notch service, quick responses and impeccable work.
Dimov Tax sizes the fee to the holdings in your plan and any yearly reviews, and you see it before we start. These are the factors, not a quote.
In the contact message, give a rough figure for investable assets and list any rentals, trusts and private holdings.
Our team includes CPAs and Enrolled Agents who work on individual returns, business taxes and tax planning. Tell us what you need help with when you get in touch.
In the contact form, tell our private wealth advisor what you need to decide next. Dimov Tax replies within 24 hours.
You can lose money when you invest. Dimov Tax gives general information here, not investment, tax or legal advice for your situation. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
