
What used to be a dependable investment can now feel like walking a financial tightrope. Between new regulations, hidden fees, and constant maintenance, many property owners are working harder than ever—yet seeing less in return.
Vacancies last longer. Expenses creep higher. And every year, tax rules seem to shift just enough to keep you guessing.
It’s time to see where your rentals really stand—and how to protect the wealth you’ve worked so hard to build.
We want to help landlords uncover the real story behind their rental property performance—beyond rent checks and repair costs.
Many property owners assume their rentals are performing well… until they finally dig into the numbers and realize the truth: after taxes, depreciation recapture, and rising expenses, what looks like a 6–8% return often shrinks to closer to 2% or less.
That gap—between what you think you’re earning and what you’re actually keeping—is where most financial mistakes are made.
This 90-minute, hands-on workshop is designed to help you find out exactly where you stand and what to do next—before new regulations, tax laws, or market shifts make that decision for you.

During this small-group session, you’ll work through your own Form 1040 and Schedule E alongside a CPA and wealth advisor to reveal your rentals’ true after-tax performance and explore smarter paths forward.
By the end of the workshop, you’ll walk away with:
A clear calculation of your true return on investment after taxes, depreciation, and local rental laws
An understanding of how hidden costs and phantom gains quietly erode your bottom line
Awareness of current landlord laws and regulations impacting property owners in Washington and beyond
A personalized look at which properties are truly profitable—and which might be holding you back
Tax strategies to reduce drag and reinvest equity efficiently
Insights into 1031 exchanges and Delaware Statutory Trust (DST) options to transition into more passive income
Early warning signs of underperforming rentals so you can act before market conditions change
A framework to protect your equity and plan your next move with confidence
Clarity on whether to hold, sell, or exchange—based on real numbers, not guesswork
You’ve worked hard to build your investments. This workshop is your opportunity to see how they’re truly performing—and to discover smarter, tax-efficient ways to protect and grow what you’ve built.
No sales pitches. No pressure. Just practical insight from a team that lives and breathes the intersection of tax strategy, real estate, and wealth management.

You own one or more rental properties and want to know their true after-tax return.
You’re unsure whether to hold, sell, or exchange your properties—and want clarity before making that call.
You’ve wondered how much depreciation recapture, phantom income, and tax drag are really costing you.
You’re ready to explore 1031 exchanges, Delaware Statutory Trusts (DSTs), or other passive options that could reduce your stress and increase your income.
You’re tired of juggling property management headaches, new regulations, and shrinking margins—and want a plan that gives you more freedom, control, and cash flow.
You don’t own any investment real estate.
You’re looking for a “get-rich-quick” or purely speculative investment pitch.
You already have a comprehensive tax and investment strategy—and you’re confident your after-tax returns are exactly where you want them.
You’re unwilling to take a closer look at your numbers or consider new approaches that could improve your results.

For over 30 years, Brian has been helping property owners and retirees uncover the hidden truths in their finances—often starting with a single tax return. As both a Certified Public Accountant and Personal Financial Specialist, Brian brings a rare dual perspective that connects taxes, investments, and real-life outcomes.
He’s the host of Growing Your Wealth Radio, and his insights have been featured on FOX Business, Kiplinger, and KIRO News radio. Through Madrona Financial & CPAs, Brian leads a team dedicated to helping clients protect, grow, and purposefully use their wealth—without unnecessary risk or stress.

Everett, WA 98201
Phone: 1 (844) MADRONA
Phone: 1 (844) MADRONA
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Cottonwood Heights, UT 84121
Phone: 1 (844) MADRONA