Whether it’s consulting and planning for the novice investor, or assisting an experienced real estate investor in planning and completing a 1031 exchange, we can provide valuable assistance.
Steve has a long history of working with landlords and investors in maximizing investment returns by minimizing capital gains, income, and estate tax liabilities. While our typical real estate investor client is located in the
San Francisco Bay Area, we have clients located throughout the
United States.
Besides being a CPA, Steve is also a licensed California Real Estate Broker as well as a real estate investor himself. We bring "real world" experience to the table in planning for real estate transcations and investing activities, and the tax implications related thereto.
Real estate investing remains an effective tool to reduce taxes – we can show you how.
