Tax Services for Real Estate Investors

Real estate investors benefit from numerous tax provisions that are unique to their profession and related transactions.  The tax strategy greatly varies depending on numerous factors, i.e., long-term holding, flippers, U.S. verses foreign investors, etc.

We are uniquely positioned to assist real estate investors because of past “Big 5” and regional CPA firm as well as multi-national private equity and real estate investment firm experience.

Our comprehensive tax planning includes:

  • Tax-efficient entity structuring for long-term holding or flipping
  • IRC Section 1031 like-kind exchange strategies and planning
  • Investment funds
  • Cost segregation
  • Self-directed IRAs

Additionally, our comprehensive team of experts in the real estate industry include:

  • Real estate and business transactional attorneys
  • Realtors
  • Lenders
  • Property management
  • Title
  • Escrow
  • Insurance
  • Construction contractors