our Services
Tax efficient real estate strategies for commercial and investment property owners
Whether you've received an unexpectedly high offer or are considering selling a long-held commercial or investment property, be aware of the significant tax implications on your capital gains. Don't let a substantial portion of your profit disappear.
Landlord retirement solutions
Had enough of managing tenants, turnovers, trash? Feel like there is no way out without losing to taxes? We have strategies that may preserve the cashflow you’re used to without any property management responsibilities.
Sold at a Gain, Taxes a Drain?
Qualified Opportunity Funds Can Help!
Made a windfall from a sale, but tax season is looming? A failed 1031 exchange or any capital gain can leave you with a hefty tax bill. Qualified Opportunity Funds (QOFs) offer a powerful solution: defer and potentially reduce your capital gains tax burden.
What’s This Going to Cost Me?
Unlike other advisors, we believe everyone deserves access to top-notch investment guidance without upfront costs.
That's why we don't charge fees for finding you the perfect investment solution. In fact, in some cases, we may even be able to cover your Qualified Intermediary (QI) fee associated with certain investment options.
However, it's important to understand there may be limitations, so let's chat and see how we can best tailor a strategy for you.