Real Estate Tax tax planning 
Withum
FEBRUARY 5, 2025
Appropriate accounting practices are crucial for real estate entities not only to manage daily operations, but also to ensure tax readiness and compliance. Selecting the Appropriate Accounting Method The choice between cash and accrual accounting methods can significantly impact financial reporting and tax filings.
CTP
AUGUST 6, 2025
When working with clients on real estate investments, you will need to prepare them for a higher level of tax complexity. New investors might find this advance planning excessive, but as tax planners, we know that the key to a lower tax bill is preparation. Become a Certified Tax Planner!
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CTP
AUGUST 6, 2025
Working with clients who are getting into real estate investing can be an optimal situation for you both. These clients need a seasoned tax professional who can advise on how to reduce taxes on their investment income. The first thing to consider when your client takes on a real estate investment is how to structure it.
CTP
AUGUST 6, 2025
Budding real estate investors may not realize that their tax bill could be dramatically impacted by their decision on how to hold their properties. This is where you as a tax planner can provide essential advice to lower your client’s tax bill. Become a Certified Tax Planner!
CTP
AUGUST 6, 2025
For tax planners, taxpayers venturing into the world of investment can make great clients. Investing can be lucrative but also introduces new complexities to your tax plan—and that is where you can offer much-needed wisdom and support. This can especially be true for clients interested in real estate investment.
CTP
OCTOBER 28, 2024
In recent years, tax planners have increasingly been recruited to work alongside family offices. Adding a knowledgeable tax planner to their team can greatly increase the value the firm provides its clients. Tax planners should be aware that the smaller the family office is, the more problematic it becomes from a tax perspective.
CTP
OCTOBER 30, 2024
This type of specialized company has been gaining popularity—and many of them have been on the lookout for a tax planner to complete their financial advisory teams. Their financial team often helps the family manage their real estate, businesses, trusts, and other assets. What exactly is a family office?
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