Consultation

Consultation services by the hour are available. Clients include Real Estate Agents, Certified Public Accountants, Attorneys, Property Owners, and Investors. Transaction Management services are available to facilitate the sale or purchase when parties require a process coordinator.

Other services include Stepped-Up Basis review. When an asset is passed on to a beneficiary, its current value may be higher that when it was originally purchased. Therefore a step-up in basis is applied so that the beneficiary’s capital gains tax is minimized – the increase in value from the original purchase price is not the question, its value at the time it was received by the beneficiary is.

Additionally, we perform commercial lease reviews, income production analysis and asset valuation.

Consultaion