Before You Buy

The best tax strategy often happens before the purchase.

Real estate investors often call their CPA after they've already purchased the property.

I'd rather be involved before the transaction.

Before acquiring a property, we can evaluate:

  • Purchase structure

  • Entity selection

  • Financing

  • Debt versus equity

  • Depreciation considerations

  • Capital requirements

  • Expected cash flow

  • Operating assumptions

  • Tax implications

  • Potential exit strategies

The question isn't simply:

“What will the tax deduction be?”

It's:

“Does this investment make sense after tax?”