Services: Real Estate

We offer our expert guidance, advice, and solutions to individual real estate owners and and investors, as well as to businesses. We can be with you from the start of your project to the final sale, proactively helping you to gain the maximum value from your investment.

Some of what we can help you with includes:

  • Consulting on property acquisitions or dispositions, including installment sales
  • Advice on choice of entity type for property ownership
  • Investment and portfolio analysis
  • Cash flow projections and evaluating return on investment
  • Strategies to maximize real estate deductions and take advantage of passive activity losses
  • Analysis of tax considerations on sale or purchase of real estate
  • Structuring tax deferred exchanges for investment properties (IRC Sec. 1031 exchanges)

Lets us bring you security and peace of mind with all your real estate transactions. Contact Us to learn more.

For Individuals

For Business

General Services

Real Estate


Advisory Services

Financial Services

Risk Management