- Are you paying more taxes than legally required?
- Are your assets positioned to minimize your taxes in the future?
- Can you take advantage of a 1031 Exchange to defer taxes
on the sale of your investment or business property?
- Is there a way to co-own property with relatives or friends
to achieve your mutual goals?
- Who can provide legal representation for sophisticated
institutional financing of your property?
- Are the legal documents for your real estate transaction
meeting your needs?
- Are you using the best form of business entity to conduct
- Will your business be transferred to the desired person
under the most advantageous economic circumstances to benefit
and your family upon retirement or premature death?
- Will your best interests be served by the legal documents
you are being asked to sign?