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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.

Reduce Your Taxes On Your Real Estate Investments.

15 Minutes Could Have a Huge Impact.

Contact us to set up a brief, 15-minute conversation with our team. We will be able to quickly identify opportunities to reduce your taxes and provide you with additional cash flow to build your portfolio.

In our effort to empower the taxpayer, we've helped thousands of clients across the country reduce their tax liability.

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Benefits of deploying a real estate tax strategy:

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Increased cash flow

By strategically maximizing deductions and credits, you have the opportunity to decrease your tax obligations and bolster your cash flow generated from commercial properties, rental properties or other real estate ventures.

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Reduced effective tax rate, increased deductions and credits

A thoughtfully planned tax strategy can help minimize tax liabilities by taking advantage of available deductions, credits, and exemptions. This can result in substantial savings over time.

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Asset protection

Applied tax strategies that structure real estate holdings that offer asset protection. This can shield your real estate assets from creditors and legal claims.

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Sound estate planning

Whether the timing is planned or unplanned, ensure the Seamless transfer your real estate assets to your heirs or beneficiaries while minimizing any tax implications.

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Make better business decisions

Navigate through the intricate tax landscape, maximize your investments, and improve your overall financial results from the moment of purchase to the eventual sale.

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Tax Services We Provide:

Specialty Tax

Expert guidance to navigate complex tax regulations, minimize tax liabilities, and stay ahead of tax law changes.

  • R&D Credits
  • Cost Segregation
  • 179D
  • 45L
  • IC-DISC
  • Automatic Accounting Changes
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Tax Consulting

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

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Wealth Advisory

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

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Risk Advisory

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
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Exit Planning

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

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Estate Planning

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

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Questions?

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.

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