Services For Real Estate Investors & Professionals
Did you know that the tax rules for real estate investors are some of the most complex found in the Tax Code?
Real estate holdings can have a variety of tax treatments based on whether the activities are structured as a business or a portfolio of investments. How the properties are titled (individually or in the name of an LLC, corporation or trust) can affect the tax outcome and the type of record keeping required.
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:
How Do You Manage Your Investments?
Additional tax treatments occur based on activity style. Are you a passive investor or do you actively participate in the real estate activity? Or, perhaps you materially participate and qualify under the tax code as a real estate professional.
Tax Code Styles
Do you collect less than fair-market rents, rent to family members, or occasionally use the property personally? Did you make an election to group some of your properties? Each of these tax code styles create its own set of complexities and tax outcomes.
Types of Holdings
The types of real estate holdings result in additional variables, depending on whether real estate is held for income (rented out), investment property (held long term), inventory (bought or built to sell), fix and flip, a vacation rental, a personal residence, mixed-use, or perhaps a combination of two or more.
Real Estate Taxation Specialists
The good news is that real estate taxation is one of our niche specialties. We can advise you on the best tax and legal structure based on your particular facts and circumstances for the best tax outcome and asset protection.