Tax Concerns

Investment property is generally purchased for one or more of the following reasons:
  • Cash Flow
  • Appreciation
  • Tax Shelter

There are fewer and fewer tax advantages to be obtained from real estate today; however, two excellent opportunities to maximize your investment and minimize your tax burden still exist.

1031 Tax Deferred Exchanges

I have completed many such exchanges. If you would like to discuss the matter further please e-mail. In any event you should always consult your tax advisor.  For expert assistance, click here.

Charitable Trusts

I am currently the Western Regional Representative for the National Real Estate Foundation.  If you have a difficult property to sell or a client with either capital gain or estate tax concerns, you should review this website or call for assistance.


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