Tax planning for short-term rental owners is becoming more complex, and the decisions made in 2025 and 2026 can have long-lasting financial consequences.
In this recent member-only Zoom session, John Woerful, CFP®, of Northwestern Mutual, and Jake Calawerts, CPA, of CliftonLarsonAllen, provide practical guidance to help Door County STR owners think more strategically about taxes, cash flow, and long-term wealth.
The discussion covers how short-term rentals fit into an overall financial plan, why liquidity matters, and how active versus passive classification affects deductions. It also explains current depreciation opportunities, including the return of 100% bonus depreciation, and highlights important considerations around property sales, gifting, and estate planning.
This session was designed to help members understand what questions to ask, what opportunities may exist under current tax law, and how to avoid common planning pitfalls. Watching the full video will better equip you to have informed, productive conversations with your CPA, financial advisor, or estate planning professional.
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