Real Estate Investors
Tax Planning & Financial Strategies for Real Estate Investors
Whether you became a real estate investor by accident or design, you work hard to build your net worth. At SWC, we work just as hard to help you grow and preserve it!
Real estate is a business, and we’re the tax planning and financial strategy firm that will you treat it as such. At SWC, we know that your entire real estate investment portfolio should have a business plan complete with a goal, objectives, strategies, and tactics. When choosing to work with us, every property you own will have its own plan that supports your overall goals. Why did you buy it? How does it fit with your overall approach to tax planning? When will you sell it? How can you maximize its profitability and use it to reduce your taxes?
Plans like the ones we develop for our clients enable you to evaluate each property’s performance objectively and determine whether continuing to hold it is the best use of your capital. We’re real estate investors ourselves and are skilled at developing, evaluating, and adjusting plans as the real estate market and the tax code evolve.
Why SWC?
Answers to questions you may not know to ask
- What is cost segregation, and why does it matter?
- How does depreciation work, and how will it affect my taxes?
- What are REITs and 1031 Exchanges, and how can I use them to grow my net-worth?
Help for managing your real estate with purpose
- Real estate is a business that we make more manageable, and more profitable.
- Qualifying for loans often requires professionally created income statements.
- Understanding the tax implications of selling can maximize your profits.
All real estate investors are not the same
- Real estate portfolio analysis and planning — whether your plan is to buy and sell, buy and hold, or a little of both.
- Personalized tax planning to maximize your net profit after taxes.
- Advice on unlocking the potential life-altering tax efficiencies of real estate investments
Many people with whom we work became real estate investors by accident. They moved to a larger house and kept the one they lived in as a rental, inherited a family home, or purchased a building for their business and outgrew it.
Whether you became a real estate investor by accident or by design, or whether you own two properties or two hundred, we believe you should manage your investments with a sense of purpose. You should know when to buy, when to hold, and when to sell. You should have an end game for every property. And you should consider the tax ramifications of every real estate investment decision you make.
FREE DOWNLOAD
The Small Business Guide to Reducing Your Tax Burden Legally
The tax code has become complicated to the point where Albert Einstein wouldn’t be able to unpack it. The good news is that you don’t have to be a genius to reduce your business taxes.
