Carina Luo, CPA
Partner — Tax Advisor, Real Estate & Investment
Carina is a tax advisor with over a decade of expertise in public accounting and private equity, focusing on real estate, investments, and pass-through entities. Holding a Master of Taxation, she helps businesses and high-net-worth individuals proactively optimize their tax strategies.
Articles
The headlines in May 2026 were hard to miss: OpenAI’s recent tender offer created a staggering $6.6 billion in liquidity for over 600 employees. For many in the tech and startup world, this is the…
Carina Luo, CPA·May 15, 2026
Updated: Dec 24, 2025
Carina Luo, CPA·December 21, 2025
Updated: Dec 18, 2025
Carina Luo, CPA·December 17, 2025
Updated: Dec 11, 2025
Carina Luo, CPA·December 10, 2025
Updated: Dec 11, 2025
Carina Luo, CPA·December 4, 2025
As part of the One Big Beautiful Bill (OBBB) tax reform passed in 2025, the federal government introduced a new savings vehicle called the Trump Account—a program aimed at helping families set aside…
Carina Luo, CPA·November 5, 2025
Beginning October 8, 2025, the IRS has furloughed nearly 34,000 employees—almost half of its workforce— due to the ongoing federal government shutdown. As a result, many IRS operations are expected…
Carina Luo, CPA·October 9, 2025
The Real Estate Professional Strategy: Is It Right for You?
Carina Luo, CPA·October 7, 2025
Updated: Oct 2, 2025
Carina Luo, CPA·September 30, 2025
Updated: Oct 2, 2025
Carina Luo, CPA·September 25, 2025
Updated: Sep 25, 2025
Carina Luo, CPA·September 18, 2025
Discover the pitfalls that can jeopardize your Section 121 exclusion—and how to protect your tax savings.
Carina Luo, CPA·June 22, 2025
Updated: Jun 22, 2025
Carina Luo, CPA·June 15, 2025
Understand how short-term rental tax rules can work for you—and when they can work against you.
Carina Luo, CPA·June 11, 2025
Get ahead of the curve with Smart Tax Strategies
Carina Luo, CPA·May 24, 2025
For many high-income individuals and business owners, a portfolio’s greatest success can ironically become its most complex liability. A large heavy capital gain hit from selling a highly appreciated…
Carina Luo, CPA·May 8, 2025
Updated: May 9, 2025
Carina Luo, CPA·April 24, 2025
Washington has officially taken a major step toward taxing high-income individuals.
Carina Luo, CPA·April 1, 2025
Real estate is one of the most tax-advantaged asset classes available. Between depreciation, leverage, and long-term appreciation, many investors are able to build significant wealth while keeping…
Carina Luo, CPA·March 18, 2025
Updated: Mar 12
Carina Luo, CPA·March 11, 2025
In real estate and operating businesses, tax is never just a compliance exercise—it’s a cash-flow strategy. The timing of deductions can materially change how fast you scale, how you finance growth,…
Carina Luo, CPA·February 10, 2025
Recent news has put a spotlight on immigration enforcement in the United States — not just on the streets, but deep within government data systems. In addition to widely shared videos of aggressive…
Carina Luo, CPA·January 27, 2025
Updated: May 9, 2025
Carina Luo, CPA·January 22, 2025
A Form 1099 is an IRS information return used to report income paid outside of the traditional employer–employee relationship. The IRS relies on 1099s to match income reported by payers with income…
Carina Luo, CPA·January 8, 2025
Updated: Jan 22, 2025
Carina Luo, CPA·March 24, 2022
Updated: Jan 22, 2025
Carina Luo, CPA·March 24, 2022
Updated: May 9, 2025
Carina Luo, CPA·March 24, 2022Proactive tax strategies and updates, no spam.