Tax Planning & Advisory
Smart Legal Structures for Rental Properties
I provide tailored solutions for real estate istructures, trusts, LLCs, and tax strategies, helping you safeguard your investments and grow your portfolio efficiently.
1
LLCs for Rental Properties
LLC Formations – Protect Your Personal Assets
Holding rental properties in an LLC separates your personal assets from business liabilities. Properly structured LLCs reduce risk, simplify management, and can provide tax flexibility.
2
Living Trusts
Living Trusts – Avoid Probate and Protect Your Legacy
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A living trust ensures your real estate and other assets transfer smoothly to your heirs without the delays and costs of probate. It also provides continuity if you become incapacitated.
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3
Land Trust Structures
Land Trusts – Privacy and Flexibility
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Land trusts allow you to hold property title through a trustee while maintaining privacy. When combined with an LLC, you get both confidentiality and liability protection.
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4
1031 Exchanges & Probate Real Estate
Our team helps investors defer capital gains through 1031 exchanges and navigate real estate transfers during probate. We structure transactions using LLCs, trusts, and land trusts to maximize tax benefits and simplify ownership transitions
5
Tax Strategy
Tax Planning – Reduce Liabilities and Maximize Returns
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We help investors implement tax strategies tailored to rental properties and real estate portfolios. Strategies include pass-through taxation, depreciation planning, and long-term capital gains management to legally minimize taxes.