Our tax practice covers litigation, regulatory, and transactional matters from the viewpoint of tax attorneys, accountants, and real estate investors. We help IRA owners, real estate investors, and small business owners with tax planning and tax conflicts.
IRA & Tax Planning
- Self-Directed: IRAs, HSAs (powerful Health Savings Accounts), CESAs (Education IRAs), and 401(k)s
- “Checkbook” LLC (IRA-Owned LLC)
- Screening deals for fatal prohibited transactions
- Discussing UBIT (IRA Tax)
- Planning the types of deals that can make a very small IRA into a large IRA without violating the tax laws
- With whom your IRA may partner (or otherwise do business) and how
Real Estate
- Planning & maximizing tax deductions
- Choice of entity
- Conversion of ordinary income into capital gains (when possible)
- Discounted notes
- Superior depreciation of rentals
- “Dealer” issues, including legally reducing social security taxes on flipping income
- Creative or unusual transactions such as: Subject-To, Lease Options (including sandwich & cooperative), Assignments, Tax Liens, Partial Notes, and Participating Notes
IRS Services
- Audit Defense
- Tax Court
- IRS Appeals
- Fighting IRS Collections
- Negotiating Payment Plans