Serving the san francisco bay area + beyond since 1976
Serving the san francisco bay area + beyond since 1976
REAL ESTATE
Make the Most of Your Investment. Plan Before the Deal Is Done.
Real estate can be a powerful way to build and preserve wealth. But buying, developing, operating, improving, refinancing, or selling property can create financial and tax consequences that aren’t always obvious when you’re making the decision.
And once a transaction is complete, some opportunities may no longer be available.
We help real estate owners and investors look ahead while considering cash flow, tax exposure, ownership structure, financing, property improvements, acquisitions, dispositions, and other decisions that can affect the return on your investment.
50
years
EST. 1976
50
years
EST. 1976
REAL ESTATE
Make the Most of Your Investment. Plan Before the Deal Is Done.
Real estate can be a powerful way to build and preserve wealth. But buying, developing, operating, improving, refinancing, or selling property can create financial and tax consequences that aren’t always obvious when you’re making the decision.
And once a transaction is complete, some opportunities may no longer be available.
We help real estate owners and investors look ahead while considering cash flow, tax exposure, ownership structure, financing, property improvements, acquisitions, dispositions, and other decisions that can affect the return on your investment.
The goal: Protect your investment + reduce unnecessary tax exposure + create more opportunities to build and preserve wealth.
Whether you’re managing an existing portfolio, considering your next acquisition, developing property, planning a sale, or thinking about how your real estate fits into your family’s long-term wealth, we help you understand the financial implications before important decisions are made.
The goal:
Protect Your Investment
Reduce Unnecessary Tax Exposure
Create More Opportunities.
To Build And Preserve Wealth.
For 50 years, we have helped families make informed decisions through life’s important financial milestones. We take the time to understand each client’s unique goals and work closely with attorneys, wealth advisors, bankers, and other trusted professionals to create coordinated strategies that support wealth preservation, family legacy, and future generations.
Let’s Talk
Before Your Next Move
How We Help for Real Estate
Tax Planning + Compliance
Plan ahead for the tax impact of acquiring, operating, improving, refinancing, or selling real estate—while keeping required filings accurate and timely.
Acquisitions + Dispositions
Understand the financial and tax implications of a transaction before the deal is completed, when there may still be opportunities to structure it differently.
Depreciation + Cost Segregation
Evaluate depreciation strategies, cost segregation studies, and available deductions to determine how they may affect taxes and cash flow.
1031 Exchanges + Transaction Planning
Consider whether a 1031 exchange, installment sale, or other transaction strategy may help defer taxes or better support your investment objectives.
Ownership + Entity Structure
Evaluate how properties are held and how ownership structure may affect taxes, liability considerations, financing, operations, and long-term plans.
Portfolio + Cash Flow Planning
Look across your properties to understand cash flow, debt, operating performance, capital needs, and the financial impact of future investment decisions.
Real Estate + Family Wealth
Coordinate real estate planning with your broader financial picture, including estate planning, wealth transfers, trusts, and plans for passing property to the next generation.
Services for the Real Estate Industry
Advisory
When you’re running a business or managing significant financial decisions, it can be difficult to know which move to make next. We help you understand your options, improve profitability, plan for growth, and prepare for major transitions—so you can make decisions today that support where you want to be tomorrow.
Tax Planning & Compliance
Tax decisions made throughout the year can affect how much you ultimately owe. We help you plan ahead, stay current with changing tax rules, and identify opportunities to reduce your tax burden—so you can avoid surprises and keep more of what you’ve earned.
Assurance
When others rely on your financial statements, you need to know the information is reliable and meets their requirements. We help you get the right level of assurance, meet reporting obligations, and identify issues that may need attention—so you can reduce risk and move forward with greater confidence.
Frequently Asked Questions
What tax strategies help real estate investors reduce taxes?
The opportunities depend on the property, ownership structure, activity, and transaction. Depreciation, cost segregation, 1031 exchanges, installment sales, entity structure, and the timing of income and expenses may all affect your tax position. Planning should consider how each strategy fits into your broader financial situation.
What is a 1031 exchange?
A 1031 exchange may allow an investor to defer recognition of certain gains when qualifying real property held for investment or business purposes is exchanged for other qualifying real property. Specific requirements and deadlines apply, so planning before selling the original property is important.
What is a cost segregation study, and when should I consider one?
A cost segregation study identifies certain components of a building that may qualify for shorter depreciation periods than the building itself. This can potentially accelerate depreciation deductions and affect near-term cash flow. Whether it makes sense depends on the property and your individual tax situation.
What are the tax consequences of selling an investment property?
Selling investment real estate may result in capital gains taxes, depreciation recapture, and potentially other federal and state taxes. Your actual tax exposure depends on factors such as your basis, depreciation history, ownership structure, holding period, and the way the transaction is structured
Should I own real estate personally or through an LLC or other entity?
The appropriate ownership structure depends on more than taxes. Liability, financing, number of owners, estate planning, administrative requirements, and long-term goals can all matter. Your CPA and attorney can help you evaluate the financial, tax, and legal considerations before choosing or changing an ownership structure.