Real Estate Taxes & Benefit Services

Real estate taxation is one of our niche specialties.  We can help you, the real estate investor or landlord, pay less & keep more of what is YOURS.

We can clear up and fix popular erroneous beliefs regarding taxes, real estate investments, and the business of real estate.  The real estate sections of the tax code are some of the most complex.  We can help you with the following:

Maximize Your Real Estate Tax Benefits

  • How to maximize your owner tax benefits
  • Protect your tax benefits by complying with the tax code
  • Protect your real estate from IRS liens
  • Protect yourself from IRS tricks to increase your tax liability in audit
  • Be sure to collect fair market rent to protect your tax deductions
  • Retain capital improvement records to prevent IRS from increasing your audit statute of limitations from 3 years to six

Protect Your Assets from Real Estate Legal Actions

  • Advice on best method for holding real estate to protect against legal actions
  • Prevent fines, liens & levies imposed by the various regulatory agencies by being in compliance.
  • Review how your real estate is titled

Protect the Real Estate in Your Estate Plan

  • Eliminate probate issues and fees
  • Protect real estate from Medi-Cal recovery
  • How to hold real estate to qualify for VA Aid & Attendance benefits
  • Best method to pass real estate holdings through your estate to loved ones or charitable organizations
  • How best to achieve valuation discounts to reduce estate tax to pass more to loved ones.

Protect Yourself from Landlord/Tenant Rules

  • Understand and honor your tenant’s rights
  • Know your limitations as a landlord
  • Prevent having a Fair Housing or discrimination complaint filed against you
  • Retain your right to legal recourse by implementing a strong rental /lease agreement
  • Enact a good maintenance and repair system
  • Hold regular safety and maintenance inspections