Tax Professionals

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Tax Professionals

Get a Free Consultation

Wealth Management & Real Estate Consulting

Specialized Experience

Lean on us for our unique knowledge and processes so you can focus on what you do best.

Tax Aware

We believe that the largest impact for clients occurs when we focus on taxes and real estate.

Collaborative Approach

We communicate with you through every step of the process, from introduction to implementation.

Client Service

Like you, our focus is to add value and help the client successfully accomplish their goals.

Wealth Management &

Real Estate Consulting

Specialized Experience

Lean on us for our unique knowledge and processes so you can focus on what you do best.

Tax Aware

We believe that the largest impact for clients occurs when we focus on taxes and real estate.

Collaborative Approach

We communicate with you through every step of the process, from introduction to implementation.

Client Service

Like you, our focus is to add value and help the client successfully accomplish their goals.

As a specialized wealth management firm with expertise in real estate, we work closely with CPAs and other tax professionals to provide valuable support and services to your clients. 

We believe that by integrating both tax planning and real estate, we can create far greater impacts for our clients than simply focusing on a portfolio constructed of stocks and bonds.

As a specialized wealth management firm with expertise in real estate, we work closely with CPAs and other tax professionals to provide valuable support and services to your clients. 

We believe that by integrating both tax planning and real estate, we can create far greater impacts for our clients than simply focusing on a portfolio constructed of stocks and bonds.

Property Purchase Analysis

By completing a thorough review of a potential real estate purchase, we can work with you to help the client create a plan that will maximize tax efficiency, whether for a new primary residence or an investment property.  Examining purchase options such as down payment amount and source, capital gains associated with investment liquidation, available deductions such as mortgage interest, and other factors allows us access to a number of additional levers to help the client achieve the best possible outcome.

Enhanced Affordability™

This program from SmartMortgage® helps us to look at a client’s assets through the lens of mortgage underwriting, giving us options for limited or temporary portfolio reorganization to accomplish the client’s real estate goals, often while reducing or eliminating any taxable events.  We have found this can be extremely useful, especially when the client is a business owner or retired, and assets would need to be liquidated for down payment to offset potentially limited qualifying income.

Portfolio Review

We can provide comprehensive analysis of client real estate holdings, looking at potential valuations, cash flows, returns over time, liquidity, and tax implications and benefits.  Our team can help identify risks and opportunities that may not be immediately apparent to more traditional financial advisors focusing on listed securities.  Our focus is working with you to ensure that your client is making informed property decisions that align with their overall tax and investment strategy.  We can help optimize the real estate and investment holdings of your client by analyzing the performance of each piece of their portfolio, identifying liabilities and opportunities.  This can help enhance the overall performance of the client’s investment portfolio while also minimizing total tax liabilities.

Tax Planning

As you know, real estate holdings can have complex tax implications, especially considering the additional timing rules when compared to investments like listed equities.  We can work with you to provide specialized advice to help the clients navigate these challenges. This can include advising on the use of 1031 exchanges, identifying tax deductions and credits, and optimizing the client’s overall tax strategy.

Property Exit Planning

Our wealth management firm can provide your clients with specialized expertise in real estate exit planning.  For family homes we can help create a plan for transitioning into a new primary residence efficiently, looking at down payment options, impacts of various mortgages vs cash purchase and minimizing capital gains.  For investment properties, our analysis and planning may include strategies like 1031 exchanges or available DST or opportunity zone investments.  This helps free the client from an asset that is no longer the best fit for their portfolio and reallocate resources more appropriately.

Property Purchase Analysis

By completing a thorough review of a potential real estate purchase, we can work with you to help the client create a plan that will maximize tax efficiency, whether for a new primary residence or an investment property.  Examining purchase options such as down payment amount and source, capital gains associated with investment liquidation, available deductions such as mortgage interest, and other factors allows us access to a number of additional levers to help the client achieve the best possible outcome.

Enhanced Affordability™

This program from SmartMortgage® helps us to look at a client’s assets through the lens of mortgage underwriting, giving us options for limited or temporary portfolio reorganization to accomplish the client’s real estate goals, often while reducing or eliminating any taxable events.  We have found this can be extremely useful, especially when the client is a business owner or retired, and assets would need to be liquidated for down payment to offset potentially limited qualifying income.

Portfolio Review

We can provide comprehensive analysis of client real estate holdings, looking at potential valuations, cash flows, returns over time, liquidity, and tax implications and benefits.  Our team can help identify risks and opportunities that may not be immediately apparent to more traditional financial advisors focusing on listed securities.  Our focus is working with you to ensure that your client is making informed property decisions that align with their overall tax and investment strategy.  We can help optimize the real estate and investment holdings of your client by analyzing the performance of each piece of their portfolio, identifying liabilities and opportunities.  This can help enhance the overall performance of the client’s investment portfolio while also minimizing total tax liabilities.

Tax Planning

As you know, real estate holdings can have complex tax implications, especially considering the additional timing rules when compared to investments like listed equities.  We can work with you to provide specialized advice to help the clients navigate these challenges. This can include advising on the use of 1031 exchanges, identifying tax deductions and credits, and optimizing the client’s overall tax strategy.

Property Exit Planning

Our wealth management firm can provide your clients with specialized expertise in real estate exit planning.  For family homes we can help create a plan for transitioning into a new primary residence efficiently, looking at down payment options, impacts of various mortgages vs cash purchase and minimizing capital gains.  For investment properties, our analysis and planning may include strategies like 1031 exchanges or available DST or opportunity zone investments.  This helps free the client from an asset that is no longer the best fit for their portfolio and reallocate resources more appropriately.

By working with our team, you can provide your clients with a partner in planning that understands the power and potential of tax advice. 

We work closely with you to create specialized, focused plans that incorporate real estate into your client’s tax and financial planning, enhancing the overall value of your services and helping clients achieve their wealth management goals.

By working with our team, you can provide your clients with a partner in planning that understands the power and potential of tax advice. 

We work closely with you to create specialized, focused plans that incorporate real estate into your client’s tax and financial planning, enhancing the overall value of your services and helping clients achieve their wealth management goals.

Have Questions? We're Here to Help.

Our calls are always relaxed and pressure-free.

The strength of the team is each individual member.  The strength of each member is the team.

– Phil Jackson

Our Philosophy

We believe that the greatest impact for our clients occurs when we take the time to understand all of their financial life.  By incorporating real estate into our wealth management and financial planning, we are able to accomplish far more than when focusing on stocks and bonds alone.

 

Our Focus

Beyond traditional wealth management.

We specialize in helping clients recognize, understand, and navigate the numerous intersecting points where investments and real estate come together.

 

We serve

All 50 States

Puerto Rico

&

The U.S. Virgin Islands

We’re Invested In Partnership.

Our calls are always relaxed and pressure-free.