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Real Estate Investors

Introduction

Relationships with our clients begin by developing an in-depth knowledge of their financial needs and objectives. Once this has been accomplished, a comprehensive plan is developed for each client.

RealTax professionals oversee all transactions, implementing the client’s plan to ensure that all details are managed in a professional and timely manner.

The RealTax professional is focused on minimizing the client’s current income taxes; eliminating their future estate taxes and maximizing their return on investment when buying, owning and selling investment property.

1. Buying Property

When purchasing investment property, the buyer must make many crucial decisions that can substantially affect their net worth and liability.

When choosing a holding entity, the investor needs to understand the degree of liability to which they are exposed and the tax consequences of their decision. For those investors who are selling real estate in order to purchase another property, exchanges are a technique used to postpone capital gains taxes.

RealTax professionals know the consequences of these decisions and can advise investors throughout the purchasing process.

Related articles:
a. Issues to Consider When Choosing a Holding Entity
b. Know All Your Holding Entity Options

2. Owning Property

Unlike stocks or other investments, owning investment property can be a very time intensive venture. To alleviate daily demands, owners of multifamily residential dwellings have become more and more dependent on property management firms to maintain and safeguard their property holdings.

To be certain that a property management company will deliver the expected results, they must be properly selected, oriented, and continually monitored.

RealTax professionals have the expertise, and systems in place to make sure you are getting the expected results from your management company.

Related articles:
a. How to Monitor Your Management Company
b. Use Repairs to Maximize Deductions
c. What to Include in Your Property Management Agreement

3. Selling Property

The day of reckoning for any real estate investor comes when their investment property is sold. What many investors do not know is that decisions made during the sale of a property can drastically affect their return on investment.

Many exit strategies which can substantially decrease tax liability are available to the real estate investor. These strategies along with other options, including installment sales and capital gains bypass trusts, can turn a poorly performing property into a profitable sale.

A RealTax professional will give the advice that gets results when investors are facing these difficult decisions.

Related articles:
a. Strategies to Consider When Selling
b. Four Important Sets of Exit Strategy Issues
c. Using Exchanges to Postpone Capital Gains Taxes
d. What Will I Net If I Sell?
e. Maximize Profits With an Installment Sale
f. Avoid All Taxes on the Sale of Your Property

4. Related Web Sites

Internal Revenue Service
For information regarding the governmental agency that collects and regulates taxes

CNNMoney
For financial information provided by the editors of CNN and Money Magazine

Bloomberg
For electronic trading and financial news

CCIM
For information about the institute that provides education and networking to real estate practitioners

FinanCenter
For information about products and online tools to finance-related Web sites

Yahoo! Finance
For the finance section of yahoo.com

Real Estate Investors Club of Los Angeles
For information about the club that brings investors, brokers, mortgage lenders, contractors and landlords together

The Property Source
For information related to the property management industry

Securities are offered by Joe Mandelbaum through Financial Network Investment Corp. Member NASD / SIPC. RealTax and Financial Network Investment Corp. are not affiliated. Securities and investment advice are offered by Lynne Weaver through Coordinated Capital Securities, Inc. Member NASD / SIPC. RealTax and Coordinated Capital Securities are not affiliated.