Whether you invest in the stock market, virtual currencies, or real estate, we can help you minimize tax obligations and strategically plan for the future. Like you, we also invest in the stock market, real estate, and virtual currencies.
Equity investors
It is critical to plan how and when to invest, to structure year-end sales, and to take advantage of the right investment vehicles.
We can help with:
- Tax-exempt investing
- Tax-deferred investing
- Tax-free growth investing
- Wash sales
- Traditional IRA’s
- Annuities
- Roth IRA including back-door Roths
- Section 1256 benefits
Virtual currency
While the value of virtual currency continues to fluctuate, the IRS’s interest in it has only increased. We assist you in tracking and reporting your activity properly.
We can help with…
- Tracking trades
- Determining basis in virtual currency
- Reporting gains or losses
- Classifying income
- Donating to charity
- Recognizing no wash-sales requirement
Real estate investing
We know the subtle details of both state and federal laws and how to leverage the rules for your benefit. We can help you structure your investment, determine the best depreciation methods, minimize tax obligations, and optimize current and future investments.
Our services include…
- Legal structuring of the real estate business
- Advising on 1031 exchanges
- Counseling about installment agreements
- Helping you benefit from the qualified business income deduction
- Proper treatment of self-rentals, short-term vacation rentals, and commercial rentals
- Preparing cost segregation studies to maximize depreciation near-term deductions