Tax planning for real estate investors is really about providing answers to the question “how do I pay less tax?” Keeping your wealth on an after-tax basis in the medium-term, long-term, and through generations is at the heart for the tax planning strategies that George and his team create for clients.
Real estate investors: Tax planning solutions
Tax planning solutions for serious real estate investors and developers include:
- Family trusts
- Bow Tie Trusts – an income splitting trusts for minors
- Structuring real estate purchases in a corporation
- GP and LP structures
- Private REITs
- Estate planning and advanced tax planning for inter-generational wealth transfer and succession planning.
- Tax planning with OPM (other people’s money) to pay and save taxes, and generate wealth
- Advanced remuneration strategies (in other words – how are you getting paid?)
Tax planning for today and the future
These solutions are tailored to not only today, but for the 5, 10, and 20 year plan, with flexibility in mind. And these plans continue into the next generation – what are tax efficient ways to transfer wealth and create a legacy?
Where are you now and where do you want to be? George and his team want to know so that your plan is supporting you along the way to your ultimate goals.
How do we get the right tax plan for real estate investors?
We ask you to participate in a planning process that includes a detailed consultation on your current situation, your goals, your personal situation, and more. This goes beyond the numbers, and gets to the heart of your why – what are you trying to achieve? From there, we develop a tailored approach for you and your business.
George and his team bring the experience of a boutique firm for real estate investors and developers, with the full breadth of possibilities and expertise available from a large, international firm.
How do real estate investors get started?
Book a Consultation to start the conversation that will lead to a tax planning solution that helps you do wonderful things™.
