Overview
Real estate is a powerful vehicle for wealth creation, provided you navigate the tax code correctly. We specialize in maximizing depreciation and asset value.
Core Capabilities
1031 Exchange Planning
We assist in structuring like-kind exchanges to defer capital gains taxes on property sales.
Cost Segregation Studies
We coordinate cost segregation studies to accelerate depreciation and increase near-term cash flow.
Passive Activity Loss Rules
We navigate the complex passive loss rules to maximize your deductible losses against other income.
Rental Income Reporting
We accurately track rental income and expenses for each property in your portfolio.
Strategic Value
Deal Structuring
We advise on the tax implications of acquisitions, dispositions, and financing structures.
Investor K-1 Preparation
We prepare timely and accurate Schedule K-1s for your investors and partners.
Capital Gains Planning
We develop strategies to minimize capital gains taxes upon exit or refinancing.
Refinancing Strategy
We analyze the tax impact of cash-out refinances and debt restructuring.
Common Questions
Frequently Asked Questions
Can you help with 1031 exchanges?
Yes. We can guide you through the 1031 exchange process to defer capital gains tax.
What about cost segregation?
We work with engineering firms to perform cost segregation studies that accelerate depreciation.
Ready to maximize your real estate returns?
Let's discuss how we can optimize your portfolio's tax efficiency.
Schedule a Consultation