The real estate industry presents tax planning issues and opportunities for every investor, developer, property manager, property owner, and real estate professional. ORBA has the skills and expertise to meet all of your real estate tax consulting needs, including issues related to management, rental, brokerage, development, construction and other ancillary services you may provide. Our team of real estate professionals is dedicated to your market, your business and your goals.
The IRS has complex tax rules that are unique to every aspect of real estate activities. Our clients benefit from our experience and resources by seeking our advice on daily business issues, such as the tax impact of owning a passive activity instead of an active trade or business, or looking for our assessment of the tax benefits of various real estate transactions. We offer evaluation and analysis related to valuation issues, the economics of financing transactions, acquisition and restructuring issues, and lease planning.
Tax consulting is very important to clients in order to best manage tax consequences and the timing of income taxation. Many taxpayers still benefit from structuring real estate entities to preserve capital gains and to defer taxes through like-kind exchanges, Starker trades and reverse swaps. In addition, the new 3.8% tax on net investment income that took effect in 2013 and the Qualified Business Income rules and limitations on interest expense deductions that took effect in 2018, make it even more critical that taxpayers take action to properly structure real estate activities. Often times, real estate owners are faced with many tax decisions regarding the grouping and structuring of their real estate holdings, having the benefit of ORBA’s tax consulting expertise can make a substantial difference to their bottom line, especially in the area of minimizing their tax liability.