Real estate investing creates tax questions that go well beyond a standard return — depreciation schedules, cost segregation, 1031 exchanges, passive activity limits, and the distinction between investor and dealer status.

We work with developers, syndicate participants, and rental portfolio owners to model the tax impact of acquisitions, dispositions, and hold strategies. Entity structure matters: LLCs, partnerships, and S corporations each carry different consequences for active and passive investors.

Whether you hold a handful of rentals or participate in larger syndications, planning is built around your actual activity level, basis tracking, and multi-year projections — not generic templates.

Remote engagements are available nationwide, with in-person meetings in California by appointment.