Make Better, More Informed Real Estate Investment Decisions
If you have invested in or are planning to invest in real estate, chances are you haven't fully capitalized on the tax advantages that are available to you. We can change that. Our team of tax experts will leave no stone unturned to uncover every possible incentive, deduction, and credit that you qualify for. In fact, in most cases, we are able to discover an additional 25%-40% in deductions.
Tax Services We Provide:
Expert guidance to navigate complex tax regulations, minimize tax liabilities, and stay ahead of tax law changes.
- R&D Credits
- Cost Segregation
- Automatic Accounting Changes
Highly valuable organizational strategy, planning, and training.
- Income Tax Reduction Strategies
- Entity Restructuring
- SECURE 2.0 Plan Optimization
- Balanced Compensation Advisory
- Valuation for Tax
- Passive Investment Strategies
- Pass-Through Taxation Enhancement
Tax strategy, planning advice, and financial products for clients to grow and preserve their wealth while achieving their financial goals.
- 401(k) Optimization for Tax Credits
- Cash Balance Pension Plans
- Executive Compensation Planning
- Executive Benefits Planning
Highly valuable organizational strategy, planning, and financial products.
- Asset Protection Strategies
- Asset Valuation Services
- Tax Liability Risk Mitigation
- Buy/Sell Review & Implementation
- SPE & Trust Utilization
Support for mergers, acquisitions, or other significant financial transactions to help make informed decisions.
- Succession Planning
- Market Analysis
- Due Diligence
- Pre & Post Transaction Tax Planning
- Tax Restructuring
- Business Valuations
Minimizing the tax liabilities associated with transferring assets to beneficiaries.
- Estate Tax Reduction Strategies
- Asset Protection
- Estate Freezing Techniques
- Estate Reduction Techniques
- Legacy Planning
- Philanthropic Planning
- SPE & Trust Structuring
Resources for real estate investors
Don't make another personal or commercial real estate investment before you talk to us. Our strategic advice will deliver measurable returns from planning, to purchase, to sale. Schedule a free consultation with our team today.