Are you confident your real estate tax solutions are maximizing your profits? Waiting until tax season can expose you to financial risks and missed opportunities. For real estate investors, proactive planning is essential to reduce tax burdens and enhance wealth reinvestment. At Allmon, DiBernardo & Associates, we specialize in creating tailored tax planning strategies to protect your investments and build long-term financial success.
The Allmon DiBernardo team goes beyond common solutions like 1031 exchanges, developing customized tax plans that lower your liabilities by at least 60%. In many instances, we’ve been able to eliminate tax exposure entirely. Our year-round planning ensures your wealth is protected and grows over time, giving you the freedom to invest confidently.
Maximizing wealth retention in real estate requires more than a one-size-fits-all approach. At Allmon DiBernardo, we understand the intricacies of real estate tax planning. Our year-round initiatives are customized to align with your unique investments and objectives. By developing forward-thinking, personalized solutions, we align your real estate investment goals with your financial objectives, ensuring long-term success that supports your business ambitions and personal aspirations.
Managing both real estate investments and accounting tasks can be overwhelming and time-consuming. Allmon DiBernardo offers comprehensive accounting services to alleviate your burden, streamline your operations, and help you deliberately achieve your investment goals, ensuring your financial success.
Our bookkeeping for real estate investors streamlines the financial management of your properties, ensuring all transactions are accurately tracked and compliant. This allows you to focus on building your portfolio, not day-to-day accounting.
Our outsourced CFO services provide expert financial oversight, enabling you to make informed decisions about acquisitions, cash flow, and long-term planning. We help align your investments with your financial objectives.
With accurate budget forecasting, we help you plan for market shifts, property acquisitions, and unexpected costs. This proactive approach allows you to stay financially agile while maximizing your investment returns.
Allmon Dibernardo offers strategic advisory services, guiding real estate investors through complex financial decisions, including market expansion and restructuring. Our strategies support both immediate profitability and long-term wealth building.
Steve and Jenny, successful real estate investors with a $4.3 million portfolio, sought comprehensive tax planning and entity structuring to minimize liabilities and optimize wealth building. After reviewing their investment strategies and portfolio, Allmon DiBernardo identified critical tax inefficiencies.
Problem Our Client Faced
Steve and Jenny’s growing real estate portfolio was structured inefficiently, leading to excessive tax liabilities. With their previous CPA, they were taxed at over 50% by both federal and California tax brackets. Without proactive tax planning or proper entity design, they paid significantly more taxes than necessary, limiting their ability to reinvest.
Solution We Implemented
Allmon DiBernardo implemented a robust tax strategy to correct these inefficiencies by restructuring their portfolio using a combination of LLCs and S-Corporations. This allowed us to treat parts of their real estate business as an active enterprise. Key tactics included utilizing cost segregation studies to accelerate depreciation deductions and building a comprehensive retirement and benefits plan that maximized deductions. This approach provided significant savings and allowed Steve and Jenny to defer a substantial portion of their tax liability.
Results of Our Strategy
By restructuring the business entities and leveraging tax-saving mechanisms, Steve and Jenny’s overall tax rate dropped from above 50% to around 23%. This significant reduction in their tax burden freed up funds for future investments, expanded retirement benefits, and allowed them to reinvest their earnings into their growing real estate portfolio, ensuring sustainable financial growth and long-term success.
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