Tax Consultants

Tax consultants can be heroes too.  To sum up the ways, one needs only to consider the true essence of their work:  Staying compliant while avoiding unnecessary taxation.  Very simply, a Tax Advisor’s level of professionalism is gauged based on the ability to apply successfully his or her “tools” of knowledge to varying situations which either are, or ARE NOT tax events.

Our aim is to relate practical information among our partners which will ultimately benefit individual clients.  For instance, section 1031 of the IRS tax code provides a “safe harbor” from audit for real estate investors with significant capital (and taxable) gains.  As a keystone to the 1031 provision, a property must be “named” within 45 days, and closed within 180 days.  All too often clients will re-invest carelessly on overpriced “like-kind” real estate to avoid this significant tax obligation.  Our network of Agent partners is a step ahead to provide the very best in resort-oriented income properties for the client who faces such a deadline.  For the Tax Advisor, extending the option to review our Master List prior to future transactions is prudent.