Property Management

  • Property Taxes: Managing and filing property tax returns.
  • Escrow: Maintenance and reconciliation of escrow.
  • Payable/Receivable (AP/AR): Handling incoming and outgoing payments.
  • Capital Improvements Budgeting: Planning and managing budgets for property improvements.
  • Line of Credit Analysis: Evaluating and managing credit lines.
  • Repairs and Maintenance: Tracking for property maintenance and repair expenses.
  • Budgeting: Developing and overseeing property budgets.
  • Board of Directors: Collaborating with boards for financial oversight and decision-making.

Commercial Real Estate

For commercial real estate investments, including office spaces, warehouses, retail locations, and industrial properties, we offer a full range tailored for private equity funds, hedge funds, and individual investors.

Capital Gains from Home Sale

You may exclude up to $500,000 in capital gains from the sale of a primary residence. For rental properties, you can defer capital gains using a 1031 exchange. Contact us for detailed information on these exclusions and how they may benefit you.

Taxation of Domestic & International Rental Properties

We assist clients with portfolios of rental properties in understanding tax strategies, such as leveraging depreciation to minimize or eliminate taxable income. We also help navigate passive activity losses (reported on IRS Form 8582) and explore how these losses can create valuable tax deductions in future years.