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We have deep experience working with Real Estate Investors, assisting on everything from monthly bookkeeping and financial statements to suggesting tax planning strategies to helping investors grow their wealth and minimize tax obligations.
The following are examples of transactions we have been involved with:
  • 1031 Like Kind Exchanges (forward and reverse)
  • Cost Segregation Studies
  • 1031 and 721 Exchanges for UPREITs
  • DST’s (Delaware Statutory Trusts)
  • Using Retirement Accounts for Real Estate Investing (Self-directed IRA’s, Solo 401k’s)
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