Real estate has long been one of the most powerful vehicles for building wealth, creating generational legacies, and reducing tax exposure—when done strategically. At Moskowitz LLP, we represent real estate owners, investors, buyers, and sellers with the purpose of legally reducing their tax burdens while enjoying the long-term value of their assets.
Whether you’re selling a property, gifting it to family or charity, for sometimes massive income tax deductions without any physical changes to the real estate owner, or investing in rental real estate, our team understands the complexities and opportunities hidden in the tax code—and we know how to apply them to your benefit.
Why Real Estate Is a Smart Tax Strategy
Owning real estate offers a wide array of tax advantages, including:
- Depreciation Deductions: Offset income by deducting a portion of the property’s value annually—even if it’s appreciating in market value. Including the multiple ways to greatly accelerate depreciation deductions without you spending an additional penny.
- 1031 Exchanges: Defer or possibly totally eliminate capital gains tax by reinvesting the proceeds of a sale into like-kind property.
- Special trusts that allow an investor to trade their real estate for a stock portfolio and defer or possibly totally eliminate capital gains tax.
- Stepped-Up Basis: Eliminate capital gains on inherited property by resetting the basis to fair market value at the time of death.
- Charitable Gifting & Trust Planning: Donate property or place it in a trust to receive current massive income tax deductions while still using the property during your lifetime the same way as before using this tax planning device.
- Rental Income Optimization: Deduct operating expenses, interest, and even home office costs to reduce your tax liability from rental income.
- Rent your real estate free of income tax in certain circumstances.
Tailored Solutions for Every Phase of Ownership
At Moskowitz LLP, we work with:
- Sellers seeking to minimize or eliminate taxes on property sales or to obtain other financial and/or tax benefits.
- Buyers and Investors looking to obtain acquisitions in tax-advantaged ways.
- Parents and Grandparents wanting to pass down real estate without triggering unnecessary tax burdens.
- Rental Property Owners needing guidance on deductions, depreciation, and passive income rules and their possible avoidance with the proper tax planning.
We build tax strategies aligned with your financial goals and long-term vision.
Take the Next Step
If you’re involved in real estate in any capacity, the right tax planning can make a significant difference in what you keep and what you pay in taxes that may be legally avoidable with the proper tax planning.Our experienced tax attorneys and CPAs want you to take full advantage of what the law provides—legally, ethically, and strategically.
Contact Moskowitz LLP today for your free consultation:
📞 Call us at 415.394.7200
🌐 Visit us at www.moskowitzllp.com
📧 Email us at info@moskowitzllp.com
Moskowitz LLP — Turning Your Real Estate Into Real Opportunity.