About AE Tax Advisors
Making sophisticated tax knowledge accessible to the business owners, investors, and entrepreneurs who need it most.
AE Tax Advisors is a national tax advisory firm headquartered in Billings, Montana. The firm works with business owners, real estate investors, and entrepreneurs across the country -- helping them reduce their tax burden through proactive planning, strategic structuring, and deep expertise in the tax code.
The firm's core specialties include cost segregation studies, short-term rental tax strategy, partnership taxation, entity structuring, and comprehensive real estate tax planning. AE Tax Advisors is not a compliance-only firm -- the focus is on advisory, strategy, and implementation.
Why We Publish
Tax strategy should not be locked behind closed doors. The strategies in our books are the same ones we implement for our clients every day. We believe that when business owners understand the tax code, they make better decisions -- for their businesses, their partnerships, and their families.
Our books are written for clarity, not complexity. Every concept is explained in plain language with real-world examples. We do not write academic textbooks -- we write practical guides that you can read on a weekend and start implementing on Monday.
Our Publishing Mission
Practical Knowledge
Every book is grounded in real strategies we use with real clients. No theory without application.
Plain Language
Tax law is complex enough. Our books break it down so any business owner can understand and act on it.
Actionable Results
Each book includes action plans, case studies, and implementation steps you can use immediately.
About the Firm
AE Tax Advisors serves clients nationwide from its headquarters in Billings, Montana. The firm's team brings deep expertise in partnership taxation, real estate tax strategy, cost segregation, entity structuring, and proactive tax planning. Whether a client has one rental property or a portfolio of syndicated investments, the firm delivers the same level of strategic, hands-on advisory.
To learn more about AE Tax Advisors' services, visit aetaxadvisors.com.
Contact
AE Tax Advisors
935 Lake Elmo Dr., Suite B
Billings, MT 59105
team@aetaxadvisors.com
aetaxadvisors.com
Partnership tax education from AE Tax Advisors
Partnership Tax Strategies helps business partners organize the questions behind a joint venture: how the agreement describes ownership, how records support allocations, and what information belongs in the annual planning discussion. Read it alongside your operating agreement and current financial statements.
Prepare for a partnership planning conversation
- Gather the partnership agreement, amendments, and ownership changes.
- Bring recent partnership returns, partner K-1s, and capital account records.
- List planned contributions, distributions, refinancing, and partner exits.
- Identify decisions that need coordination among the partners, attorney, and return preparer.
For help applying these questions to your situation, explore business-owner tax planning with AE Tax Advisors. You can also request an AE Tax Advisors consultation.
This is an AE Tax Advisors publication website. Educational material does not replace advice based on your records and circumstances.
Put your planning questions to AE Tax Advisors
Partnership Tax Strategies is an educational resource. For an analysis of your own business or property, review AE Tax Advisors’ relevant advisory services and book a discovery call.
- Read the companion guides
- Browse this site’s complete learning library
- Explore AE Tax Advisors’ tax books
General education, not individual tax advice. Examples do not establish eligibility or guarantee savings.