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Identity Snapshot
Invests strategically for tax deductions, write-offs, and long-term fiscal optimization.

🔎 SWOT

• Strengths: Strategic, financially literate.

• Weaknesses: May prioritize tax benefits over deal quality.

• Opportunities: Protects wealth as portfolio grows.

• Threats: Poor deal chosen only for tax play.

👥 Team Needs

• Tax Strategist/CPA (Keck network).

• Attorney for entity structures.

• Property Manager to execute operations.

💰 Financial Priorities

• Optimize depreciation schedules.

• Use cost segregation where possible.

• Balance passive losses vs active income.

🧠 Mindset Shift

From “I buy for tax benefits” → “Tax benefits are a bonus, not the only metric.”

🚀 Scaling Strategy

1. Acquire first tax-advantaged asset.

2. Layer in cost segregation + entity structure.

3. Scale to 5+ assets focused on offsetting income.

4. Transition into Empire Holder (Dream Archetype).

⚠️ Risk Watchlist

• Chasing tax shelters without solid fundamentals.

• Over-leveraging to minimize taxable gains.

🏡 Ideal Deals

• Large multi-family with depreciation play.

• Commercial/STR properties with cost seg.

🔗 Keck & Co. Fit

• Investor Engine Pro (Tax Strategy track).

• Cross-border entity setup (future service).

• Keck & Co. Full Management.