Real Estate Planning

We're experts in real estate tax planning.

If you're already investing in real estate or just thinking of doing so, we can recommend tax saving strategies to maximize your gain and minimize your taxes.

Because real estate can appreciate significantly over a period of years, planning a sale or exchange in advance can save thousands of dollars in taxes. We provide our investment real estate clients with the expertise and knowledge they need to make informed decisions.

Areas we can help you with include:

• Buying, selling, financing, and cash flow analysis.
• Commercial, residential, multi-family properties.
• 1031 exchanges.
• Vacation homes and home-office deductions.
• Full or partial exclusion for primary residence.
• Casualty losses and disasters.
• Cost Segregation (multi-family & commercial).

  
  Call us for a no-charge initial conference. We will discuss your financial and tax situation and determine how we can help you.