U.S. Real Estate Tax Strategy

U.S. Real Estate Tax Strategy

Our comprehensive real estate tax strategy service is designed for investors with U.S. property portfolios or those looking to invest in U.S. real estate. We optimize your tax position through entity structuring, cost segregation, exchange strategies, and international compliance.

What's Included

Complete review — Complete review of current real estate holdings and tax position

Entity structure analysis — Entity structure analysis and optimization (LLC, LP, S-Corp, C-Corp)

Cost segregation study coordination — Coordination of cost segregation studies

1031 exchange strategy — 1031 exchange strategy and timeline planning

Depreciation schedule optimization — Depreciation schedule optimization

FIRPTA compliance — FIRPTA compliance for foreign investors

State-by-state tax analysis — State-by-state tax analysis

Implementation roadmap — Implementation roadmap with quarterly review

Key Strategies

Cost Segregation — Accelerate depreciation deductions by reclassifying property components, potentially saving 20-40% in taxes during the first few years

1031 Exchanges — Defer capital gains tax indefinitely by exchanging into like-kind properties

Entity Structuring — Use the optimal entity type (LLC, LP, S-Corp) to minimize self-employment tax, protect assets, and maximize deductions

Opportunity Zones — Invest in qualified opportunity zones to defer and potentially reduce capital gains

For International Investors

Non-U.S. persons investing in U.S. real estate face unique challenges including FIRPTA withholding, ECI rules, and treaty benefits. Our team structures investments to minimize U.S. tax exposure while maintaining compliance with IRS requirements.

Who This Is For

U.S. real estate investors — U.S. real estate investors with $500K+ portfolios

International investors — International investors acquiring U.S. property

Developers and flippers — Developers and flippers seeking entity optimization

Portfolio landlords — Portfolio landlords looking to maximize depreciation benefits