Real Estate Tax Strategy for Investors
Investors Start Saving Real Estate Tax with a Discovery Appointment!
Serving Our Community
Q & A
Here are some questions to ponder…
- Do you work with Real Estate Investors (REIs) using Real Estate Tax Strategies like Cost Segregation Studies? A: Of course! Because every investor’s circumstances are different, there are many strategies to accomplish lower taxes.
- How often do you recommend meeting to review Real Estate Tax planning? A: There is a balance that makes sense to each REI. Most clients meet with us, at least, during 4th-Quarter for year-end tax planning.
- Are you aggressive at legally maximizing tax savings or do you tend to play it safe? A: We recommend tax-saving strategies that maximize tax savings, within the tax code. We GUARANTEE Audit Protection.
- Is your main goal to minimize the chance of an audit or maximize tax savings? A: That is the WRONG QUESTION! Real Estate Accountant Strategies are customized to extract every dollar from taxable income by carefully categorizing money coming in and going out. You get BOTH.
- For high-income entrepreneurs, what is your powerhouse tax shelter recommendation? A: You MUST have a business. That is where the ‘magic’ occurs. W-2 earners are stuck with deductions.
- How can you say it is better to pay $10MM in taxes, rather than $1MM? A: With our tax strategies, the more you make, the more opportunities are opened for huge tax savings. $10MM sounds spectacular!
- With the government threatening to raise taxes, do you recommend legal tax deferral or pay taxes now because the tax rate is likely near its lowest? A: Again, this is the WRONG QUESTION. Customized Strategies determine Cost/Benefit as circumstances unfold.
- When should I get serious about my business exit strategy? I’m only 35. A: Tax Strategy Planning is the ‘Long-Game’. Exit strategies are integral to planning. Strategies MAY increase the value of most businesses. Circumstances change over time. This is an evolving situation.
