Landmark CPA Group's Services

Real Estate Tax Strategies

Tax Return Preparation and Filing

Real Estate Entity Selection and Formation

Tax Planning

Real Estate Investment Consulting

Real Estate Tax Strategies

Ted Lanzaro, CPA has been providing real estate tax strategies for investors for over 30 years and is a recognized expert in designing and implementing real estate tax strategies. Mr. Lanzaro is the author of “The Tax Smart Landlord” book and has published over 100 articles on tax planning and is a sought after speaker for real estate groups regarding real estate tax strategies

Real Estate Tax Strategies involve the process of considering the tax implications of individual or business decisions related to real estate throughout the year, usually with the goal of minimizing tax liabilities.

Landmark CPA Group’s money-saving real estate tax strategies include:

Selection of the most tax-efficient entity

        • Strategic tax planning
        • Debt and equity finance structuring
        • Cost segregation studies
        • Section 1031 exchanges
        • Succession & Estate planning
        • Sales and use tax analysis
        • Using your self-directed IRA to invest in real estate
        • Asset abandonment studies
        • Building construction tax planning
        • Historic tax credit analysis
        • Low income tax credit analysis
        • Repair vs. improvement studies

Tax Planning

Landmark CPA Group has been providing tax planning strategies for real estate business owners for over 30 years. Ted Lanzaro is a recognized expert in real estate business tax planning. Mr. Lanzaro is the author of “​​The Tax Smart Landlord​​” book and has published over 100 articles on real estate business tax planning and is a sought after speaker for real estate owner groups regarding tax planning strategies

Tax planning is the process of considering the tax implications of an individual or business decisions throughout the year, usually with the goal of minimizing tax liabilities.

There are several factors to consider when developing tax planning strategies for a real estate business and its owner(s). Tax planning strategies that provide the most benefit should take into account the following:

        • How does the timing of a transaction impact the situation?
        • What options are available to minimize your taxable income?
        • Can you defer taxable income or tax payments without incurring a penalty?
        • What is your marginal tax rate and how does a given transaction affect that rate?
        • Do we have the ability to match high income with high expense?
        • What is the effect of long term versus short term holding periods?

While each taxpayers situation is unique, tax planning basically consists of the following steps:

        • Analyzing and obtaining an understanding of the taxpayer’s situation and goals.
        • Development of a strategic tax plan to minimize the current and future tax liabilities.
        • Preparation of a tax planning projection which incorporates the strategic tax plan.
        • Implementation of the strategic tax plan.
        • Ensuring that the taxpayer has made sufficient tax payments to avoid a tax penalty.

Tax Return Preparation and Filing

Tax return preparation is the process of preparing tax returns for businesses or individuals for the purpose of compliance with Federal and State tax laws. Tax preparation involves preparing the following types of returns, just to name a few:

        • Income Tax Returns for Individuals or Businesses
        • Sales Tax Returns for Businesses
        • Payroll Tax Returns for Businesses
        • Business Entity Tax Returns for Businesses
        • Estate and Gift Tax Returns for Individuals

Landmark CPA Group specializes in tax preparation for real estate businesses and their owners. Landmark CPA Group has been providing tax preparation services for over 30 years and is a recognized real estate business tax preparation expert who is the author of “The Tax Smart Landlord” book and has published over 100 articles on tax preparation during his career.

Landmark CPA Group provides smart tax preparation services designed to remove audit risk. This involves documenting the information used in tax preparation as well as using a proprietary tax preparation methodology designed to eliminate the occurrence of “red flags” used by the IRS to determine who they audit.

Real Estate Investment Consulting

Landmark CPA Group has been providing highly knowledgeable and targeted real estate investment consulting to real estate investors, developers and brokers for over 30 years. During this time, the firm has seen a lot of ups and downs in the economy that have affected the real estate industry. Ted Lanzaro, CPA is an active real estate investor and therefore has firsthand knowledge of the many issues that face the real estate industry today.

Ted provided real estate investment consulting to a multitude of real estate companies from a billionaire developer to “We Buy Houses” companies, from large commercial landlords to the individual investor renting out a multi-family house. Over the past 30 years, Landmark CPA Group’s real estate investment consulting has included assisting investors in structuring their entities, transactions, and financing so that they can minimize taxes and maximize returns on their investment in all economic climates.

Landmark CPA Group’s real estate investment consulting services include:

        • Selection of the most tax-efficient entity
        • Cash flow analysis
        • Internal control evaluation
        • Budget and financial projections
        • Debt and equity finance structuring
        • Business valuation
        • Buy/sell agreements
        • Succession planning
        • Sales and use tax analysis
        • Estate planning
        • Employee/key employee benefits planning
        • Due diligence

Real Estate Entity Selection and Formation

Selecting the proper entity to run your real estate business is very important. The proper entity gives you the best tax treatment and asset protection while balancing the cost of maintaining the entity and filing the necessary forms for tax compliance.

There are numerous types of entity structures that can be used to operate your real estate business including:

        • Sole Proprietorships
        • Limited Liability Companies
        • Limited Partnerships
        • General Partnerships
        • S Corporation
        • C Corporations

Each of these is the right answer for a particular type of business and taxpayer situation. Landmark CPA Group consults with clients to tailor the right entity structure for your real estate business and unique situation.