Real Estate Tax & Advisory
Buy correctly. Maximize returns. Build long-term ROE.
Real estate decisions aren't just tax decisions. They're investment decisions.
I work with real estate investors, builders, developers and property owners on the tax, accounting and financial implications of acquiring, developing, operating and selling real estate.
My approach combines tax planning with the financial perspective of an investor and owner — because the goal isn't simply to reduce this year's tax bill; It's to make the capital you've invested work smarter.
The Real Estate Numbers Matter
A property can produce a tax loss and still be a great investment.
A property can show accounting profit and still be a poor use of capital.
A property can reduce your tax bill and still cause you to go in reverse.
That's why I look beyond the tax return.
I help clients understand:
Cash Flow
What is the property actually producing after debt service, operating expenses and capital requirements?
Return on Equity
How effectively is the equity invested in the property producing a return?
Tax Efficiency
Are you taking advantage of the deductions, depreciation and tax strategies available to you?
Leverage
Is the property's debt structure helping or hurting the overall investment?
Appreciation
How does expected appreciation affect the long-term return?
Disposition
What happens tax-wise and financially when you refinance, sell or exchange the property?
The objective is to connect all of these pieces along with your full financial picture rather than look at each one independently. But, if you don’t understand the underlying economics of a real estate transaction as a CPA, you can’t be effective on the tax side of the transaction.