Taxes can be one of your greatest expenses. Let us help you minimize them. Our servcies include:

1. 1031 Exchange Planning and Execution
   • Tax Analysis (Understanding the amount of your gain or loss)
   • Tax Planning (How to minimize taxes)
   • Entity Structuring (Trusts, Partnerships, LLCs, Corporations)
   • Entity Divorces (Structuring to allow owners to complete separate 1031 exchanges)
   • Bifurcation of Personal Property and Real Property (Only real property can be exchanged, personal property such as equipment, trellises, wine brands cannot be exchanged and must be cared out of purchase and sale agreements)
   • Tenancy in Common Agreements.
   • Review of 1031 Exchange Agreements, Assignments to Qualified Intermerdiaries, Preparation of 45-day Identification Forms, Review of Closing Statements.
2. Succession Planning
   •  Transferring assets to spouses and heirs to minimize business interrupions and taxes.
   • Wills and Trusts