Real Estate Professionals

Introduction

RealTax provides tax planning and tax preparation services to hundreds of real estate professionals every year. Members of our staff have authored and published numerous articles on real estate related tax matters. In addition, RealTax professionals are experienced speakers on topics that are of great concern to you and your client.

It’s a fact that many real estate investors pay more in taxes than they should. We see it all the time. It’s our job to keep up with the innumerable and constant changing tax codes and make sure that does not happen. We specialize in getting results when it comes to maximizing you and your client’s return on investment when buying, owning and selling investment properties.

1. Professional Strategies

The Real Estate Professional must look after the needs of their individual clients while running their own business. RealTax can assist the busy Real Estate Professional by providing client support with real estate taxation issues as well as help with business planning.

This enables the professional to give their clients the highest level of service while ensuring their own business runs efficiently and effectively.

a. Ask A Tax Question

Occasionally your real estate investor clients may have tax related questions that you cannot answer. Please feel free to submit your real estate taxation and tax planning questions for us.

b. Broker and Client Consultations

As a Real Estate Professional, you know that your clients have many questions and concerns when buying and selling investment properties. Often they ask tax related questions that must be accurately addressed before certain decisions are made. We are often asked to consult with Real Estate Professionals and their clients on the following:

Exit Strategies
Property Management Oversight
Property Acquisition Reviews
Audit Representation
Retirement Planning
Asset Protection

We invite you to bring your clients in for a consultation. Our real estate tax specialists will address the specific needs of your client and offer additional insight to maximize your client’s return on investment. You and your clients will make the best decision once you have full knowledge of the tax ramifications involved.

c. Broker and Client Presentations

RealTax professionals are accustomed to speaking on a variety of real estate taxation topics that may be of interest to you, your clients and your co-workers.

We can participate in joint presentations with your experts to educate and prospect new clients. Each presentation is tailored to the needs of the individual group. Our current presentation entitled “The Real Estate Professional” gives helpful advice on:

Shifting taxable earned income to your family members tax free;
Maximizing your pension plan contributions and investments;
Creating a customized medical plan that is 100% deductible; and
Reducing your income taxes to their lowest legal level

Other recent presentations have included overviews on Exit Strategies and Asset Protection and targeted presentations on Tax Deferred Exchanges and Charitable Remainder Trusts.

2. Personal Planning

3. Related Web Sites