Corporations

Corporations

Buying and owning a property can have a range of financial and tax benefits that, if planned for correctly, can greatly enhance your company’s financial position, as well as provide your business with stability and a sense of pride.  There are also a number of implications that you and your wealth management advisors should be aware of when considering what to buy and how to buy it.

Buying and owning a property can have a range of financial and tax benefits that, if planned for correctly, can greatly enhance your company’s financial position, as well as provide your business with stability and a sense of pride. 

There are also a number of implications that you and your wealth management advisors should be aware of when considering what to buy and how to buy it.

Here are a few of the things we can help you work through…

Asset Potential

As with any asset, it is important to be aware of the many factors that may impact a property’s value as part of your company’s overall financial health.  We help you understand how an asset’s liquidity, appreciation potential, income, tax implications, opportunity cost and your ability to use leverage interact with your other assets and impacts your balance sheet.

Capital Gains Taxes

When real estate is sold for a profit, capital gains taxes may apply. Depending on the length of time your business held the property and other factors such as improvements and appreciation, capital gains taxes can be significant.  We can help you understand and minimize your capital gains tax liability through strategies like exchanges and other tax planning techniques.

Diversification

One of the key factors of any portfolio is how the investments interact with one another.  By incorporating assets such as your real estate along with debt and equity investments, accounts receivable, tangible assets and inventory we can get a clearer picture of the various strengths and weaknesses of your holdings.  We use this information to implement best practices to create your individualized plan and help keep your company financially sound.

State & Local Taxes

Real estate can be subject to a range of state and local taxes, including property taxes, transfer taxes, and income taxes. Our team will work with your CPA to provide guidance on state and local tax issues related to your real estate assets, helping you minimize your overall tax liability.

Opportunity Cost

As with any purchase, it is important to understand what you are buying and what you are potentially giving up.  When looking at real estate it is especially important to consider the alternatives, as well as the strengths and weaknesses of each path.  Whether you are comparing the risks and benefits of leasing vs owning, buying one property over another or even how down payment and monthly payment could impact your company’s value and cash flow, we can help you work through your options.

Asset Potential

As with any asset, it is important to be aware of the many factors that may impact a property’s value as part of your company’s overall financial health.  We help you understand how an asset’s liquidity, appreciation potential, income, tax implications, opportunity cost and your ability to use leverage interact with your other assets and impacts your balance sheet.

Capital Gains Taxes

When real estate is sold for a profit, capital gains taxes may apply. Depending on the length of time your business held the property and other factors such as improvements and appreciation, capital gains taxes can be significant.  We can help you understand and minimize your capital gains tax liability through strategies like exchanges and other tax planning techniques.

Diversification

One of the key factors of any portfolio is how the investments interact with one another.  By incorporating assets such as your real estate along with debt and equity investments, accounts receivable, tangible assets and inventory we can get a clearer picture of the various strengths and weaknesses of your holdings.  We use this information to implement best practices to create your individualized plan and help keep your company financially sound.

State & Local Taxes

Real estate can be subject to a range of state and local taxes, including property taxes, transfer taxes, and income taxes. Our team will work with your CPA to provide guidance on state and local tax issues related to your real estate assets, helping you minimize your overall tax liability.

Opportunity Cost

As with any purchase, it is important to understand what you are buying and what you are potentially giving up.  When looking at real estate it is especially important to consider the alternatives, as well as the strengths and weaknesses of each path.  Whether you are comparing the risks and benefits of leasing vs owning, buying one property over another or even how down payment and monthly payment could impact your company’s value and cash flow, we can help you work through your options.

Working with our wealth management firm, your company can access our specialized experience in real estate planning, helping your business increase its purchasing power, minimize tax liability and optimize your financial standing based on your individual needs and circumstances.

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Business Planning or Real Estate Consulting.

Our calls are always relaxed and pressure-free.