Help Your Clients Build Wealth Through Tax-Advantaged Real Estate
Partner with Utah's premier real estate team to deliver strategic property investments that reduce tax liability and create lasting wealth for your clients.
Your Clients' Tax Burden Is Our Specialty
We specialize in identifying properties and strategies that maximize depreciation, defer capital gains, and build long-term wealth.
Depreciation Strategies
Cost segregation, bonus depreciation, and accelerated schedules
1031 Exchange Expertise
Defer capital gains with properly structured exchanges
Wealth Building
Long-term appreciation in Utah's growing markets
Your Clients Have Tax Problems.
We Have Real Estate Solutions.
When your clients need tax-advantaged investments, you need a real estate partner who understands the numbers as well as the properties.
"We bridge the gap between tax strategy and real estate execution—so you can recommend with confidence and your clients can invest with clarity."
How We Identify Tax-Advantaged Properties
Our systematic approach ensures every property we recommend aligns with your client's tax strategy and wealth-building goals.
Client Profile & Tax Analysis
We begin with a detailed intake to understand your client's current tax situation, investment timeline, risk tolerance, and wealth-building objectives. This informs every property recommendation.
Strategic Property Identification
Our team identifies properties specifically suited for your client's tax strategy—whether that's maximizing depreciation, qualifying for cost segregation, or meeting 1031 exchange timelines.
Financial Modeling & Due Diligence
We provide comprehensive financial models showing projected depreciation schedules, cash flow analysis, and appreciation forecasts. You'll have the numbers needed to advise your client.
Acquisition & Documentation
We handle the entire acquisition process, coordinating with qualified intermediaries, title companies, and lenders. Complete documentation is provided for your client's tax records.
We Keep You In The Loop
Throughout the process, we maintain clear communication with you as the referring CPA. You'll receive updates, documentation, and the information you need to support your client's tax planning.
Strategies We Execute
For Your Clients
We specialize in identifying and acquiring properties that maximize tax benefits while building long-term wealth.
Depreciation & Cost Segregation
- Properties suited for cost segregation studies
- Bonus depreciation qualification analysis
- Accelerated depreciation schedules
- Component breakdown documentation
1031 Exchange Coordination
- Timeline-compliant property identification
- Qualified intermediary coordination
- Like-kind property matching
- Boot minimization strategies
Long-Term Wealth Building
- Appreciation-focused market selection
- Cash flow analysis and optimization
- Portfolio diversification strategies
- Exit strategy planning
Why Utah for Tax-Advantaged Real Estate
Utah offers a unique combination of tax benefits, economic growth, and appreciation potential that makes it ideal for your clients' investments.
No state tax on Social Security benefits
4.50% flat state income tax rate
Strong property rights protections
Landlord-friendly rental laws
Growing tech economy driving demand
2034 Winter Olympics appreciation catalyst
Low natural disaster risk = lower insurance
Year-round tourism drives rental income
Highly educated workforce attracts employers
Strong population growth trajectory
Diversified economy beyond real estate
Pro-business regulatory environment
Utah's combination of favorable tax treatment, strong economic fundamentals, and consistent appreciation makes it a compelling choice for clients seeking tax-advantaged wealth building.
A Team That Speaks Your Language
Our team combines deep real estate expertise with financial acumen to deliver results that meet your clients' tax and wealth-building objectives.
Rob Smith
Principal Broker
Candice Smoot
Associate Broker
Dan Smoot
Market Research & Client Relations
Amber Smoot
Financial Modeling
Lauren Smoot
Property Staging & Design
Jonathan Virgin
Data & Analytics
Trusted by CPAs Nationwide
Hear from CPAs and tax advisors who have partnered with us to help their clients achieve tax-advantaged wealth building.
"Candice's team understands the tax implications at a level most brokers simply don't. They found properties perfectly suited for our client's cost segregation strategy and handled the 1031 exchange timeline flawlessly."
Significant tax savings through strategic property selection
David Chen, CPA
Salt Lake City, UT
"I've referred several high-net-worth clients to Candice Smoot & Associates. They keep me informed throughout the process and provide documentation that makes my job easier at tax time. True professionals."
Multiple successful 1031 exchanges coordinated
Michelle Thompson, CPA
Denver, CO
"The financial modeling they provide is exceptional. My clients can clearly see projected depreciation, cash flow, and appreciation. It makes recommending Utah real estate an easy conversation."
Comprehensive financial analysis with tax advantage projections
Robert Martinez, EA
Phoenix, AZ
"When my client sold his tech company, we needed to defer significant capital gains fast. Candice's team identified qualifying properties within the 45-day window and closed before the 180-day deadline. Exceptional execution."
Successful capital gains deferral through 1031 exchange
Jennifer Walsh, CPA
San Francisco, CA
*Individual results vary based on specific circumstances, market conditions, and tax situations. Past client outcomes do not guarantee future results. Consult your tax advisor for personalized advice.
Utah Market Overview
Market estimates to help inform your client recommendations.
Park City
Premier ski resort community
Avg Price
$3.2M
Rental Rate
$450-850/night
YoY Appreciation
+12%
Salt Lake Valley
Strong rental demand, workforce housing
Avg Price
$650K
Rental Rate
$2,200-3,500/mo
YoY Appreciation
+8%
Summit County
Mixed-use investment potential
Avg Price
$1.9M
Rental Rate
$300-600/night
YoY Appreciation
+18%
Utah County
Tech corridor growth market
Avg Price
$575K
Rental Rate
$2,000-3,200/mo
YoY Appreciation
+10%
Investment Considerations for Your Clients
Depreciation Potential
Properties with significant improvement value relative to land offer the best depreciation opportunities. We identify properties with 70%+ improvement ratios ideal for cost segregation.
1031 Exchange Timing
Utah's active market allows us to identify replacement properties quickly. We maintain a pipeline of qualifying properties for clients under exchange timelines.
Long-Term Outlook
The 2034 Olympics, tech sector growth, and population influx support continued appreciation. We help clients position for both immediate tax benefits and long-term gains.
*Market data represents approximate values based on MLS data and internal analysis as of Q4 2024. Prices and appreciation rates vary by property type and specific location. Past performance does not guarantee future results. Contact us for current market conditions.
Tax-Advantaged Real Estate Guide for CPAs
Request our comprehensive guide covering depreciation strategies, 1031 exchange coordination, cost segregation analysis, and Utah market insights—designed specifically for CPAs and tax advisors.
Plus: Quarterly market updates and exclusive partner webinar invitations.
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Common Questions from CPAs
Start Referring Clients Today
Connect with our team to discuss how we can help your clients achieve tax-advantaged wealth building through Utah real estate.
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Prefer to Talk Now?
Speak directly with our team to discuss your clients' specific situations and how we can help them achieve their tax and wealth-building goals.
Available Monday through Friday, 9am-6pm MT.
Why CPAs Partner With Us
- We speak your language
- Complete documentation provided
- Your clients are treated with care