Specializing in U.S. real estate taxation, we optimize every stage of ownership, transactions, and succession planning:
In the United States, real estate is not only a critical asset class but also a highly complex, multi-layered field of tax planning. Whether you are an individual investor, a developer, a real estate fund, or a multinational owner, every property—from acquisition, ownership, and operation to sale or succession—presents unique tax implications and opportunities. Our professional services are designed to transform complex real estate taxation into a catalyst for your investment returns and a firewall for wealth preservation.
Our Core Services:
1. Tax Planning for Real Estate Holding Structures:
* Tax differences among various entities—such as individual ownership, LLCs, partnerships, and trusts—when holding real estate;
* FIRPTA transactions, withholding, and liquidation for foreign investors in U.S. real estate;
* Tax filing for real estate disposition gains, overseas property sales, property rentals, and real estate investments;
2. Operational and Lease Tax Management:
* Lease income and expense deductions, including real estate depreciation management;
* Assessment and analysis of tax incentives for active participation in real estate operations;
* 1031 exchanges: eligibility determination and compliance execution;
* Cost segregation studies and tax optimization through accelerated depreciation;
3. Real Estate Wealth Succession and Gifting Tax Management:
* Real estate tax adjustments and compliance;
* Estate tax exemption maximization and tax planning;