WE’LL HELP YOU MAKE INFORMED DECISIONS. REAL ESTATE ACCOUNTING SPECIALISTS.
Real estate investors are already exposed to enough risk. There’s no need to add undue tax exposure or the risk from inadequate accounting. Our Real Estate specialists are experts in tax minimization strategies, efficient audits, and also save you time in performing day-to-day accounting tasks.
Established in 1944, Shea Labagh Dobberstein is an advisor to both institutional and individual owners of commercial real estate, including multi-family, office, retail, industrial and land.
DON’T LEAVE MONEY ON THE TABLE. You may be missing out on opportunities to save taxes. For instance, many real estate investors may not know about ways to convert ordinary income into capital gains, or the potential use of tax-advantaged retirement accounts for some of their real estate investments.
Since we are real estate specialists, our accounting and audit professionals will save you time and money in generating accurate and timely financial statements, as well as producing audit reports for your lenders and investors.
OUR REAL ESTATE GROUP is comprised of individuals from a variety of backgrounds so that you get the advice you need to address your real estate challenges. To help you make informed decisions, we can highlight areas of risk, and point out opportunities and financial implications.
INTERGENERATIONAL WEALTH TRANSFER
CONVERTING ORDINARY INCOME INTO CAPITAL GAINS
RECONCILING BANK ACCOUNTS
RECORDING RENTAL STREAMS
Bill is available to discuss your accounting and tax needs with regard to your real estate investments and will coordinate with our real estate specialists depending on your particular situation. Please contact Bill directly.