REAL ESTATE PROFESSIONALS

Going through the year without a Tax Plan is Like Throwing Spaghetti At A Wall Hoping Something Sticks!

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   - Chae Dobson, Esq.

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Whether you sell residential or commercial property as an independent real estate agent, own a real estate firm, fix and flip or own rental properties, our tax planning services are for you. We understand that Real Estate Professionals can participate in a variety of business activities in the eyes of the IRS. It is important to know and understand strategies that relate to each activity and how to put in place tax and asset protection strategies to maximize your bottom line.  

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Allow us to provide a fresh look at your particular tax and business structure!  

            TAX PLANNING

Tax Planning is all-encompassing and doesn't ONLY mean lowering your tax bill (although that is a major benefit).  Tax planning reviews all aspects of your personal and business facts and circumstances, with the main areas being:

• Tax Reduction Strategies

• Retirement

• Healthcare

• Tax-Advantaged Employee Benefits

• Income Shifting

• Business Activity Grouping

• Business Exit Strategies

• Estate Planning

PROACTIVE, NOT REACTIVE

WE SHOW YOU THE HIDDEN MONEY!