Keystone CPA, Inc.
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One of the unique benefits available to real estate investors is the preferential tax treatment allowed by the IRS. Our team of CPA’s are experts in the field of real estate with extensive experience in all the relevant tax laws, regulations, and exceptions (i.e., loopholes). Our tax strategies take into consideration technical as well as practical matters. Keystone’s team of professionals have broad and extensive client service experience in providing tax planning and compliance to clients involved in all types of real estate transactions including land and building development, multifamily residential, office and retail commercial, and medical facilities. Tax planning and compliance services for the investment property include:

  • Structuring tax efficient entities for various real estate activities
  • 1031 like kind exchange planning
  • Federal and State incentive tax credit planning
  • Cost segregation studies
  • Management and holding company related-entities planning
  • Planning and structuring tax efficient debt/equity
  • Property tax analysis, negotiation and representation with taxing authorities and development plans for tax reduction
  • Installment Sales
  • Representation in federal and state tax audits

Many investors overlook the importance of the benefit obtained from working with a team of professionals who provide comprehensive tax consulting services. An effective tax strategy must benefit not only the real estate transaction but ultimately benefit the investor(s) as well. Keystone CPA professionals have extensive experience in areas of income tax planning for high net-worth individuals. In an ever-changing tax environment, we work closely with our investor clients to provide the following individual income tax services:
  • Assessment of investment portfolios to ensure maximum tax efficiency
  • Passive/Active re-characterization & planning 
  • Capital gain (vs. ordinary income) preservations strategies 
  • Retirement Planning
  • AMT Liability Planning
  • Partnership and member allocation matters
  • State residency issues and planning strategies
  • Preparation of quarterly projections and estimated federal and state tax payments 
  • Wealth preservation and charitable giving planning

Our professionals take a proactive approach and explore ways to reduce your current and future tax liabilities. We view each client’s situation in totality and develop customized tax strategies to integrate our efforts with your overall financial goals. 

Having tax advisors work with you during every stage of your investment plan puts you in a position to participate in creative tax planning strategies which can result in significant tax savings. To obtain more information about our unique comprehensive financial services for Tax Strategic Planning and Analysis, please contact us at info@keystonecpa.com

 

 


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