Most families consider purchasing their home as the largest single investment they will make during their lifetime.  For any real estate transaction, it is critical that you have a clear understanding of the associated information, and a knowledgeable team to guide you through the process. There are some very good realtors in the business, and I work with some of them in reviewing the legal and tax aspects of both residential and commercial transactions. However, as I am a real estate broker myself, I can assist you with a broader range of aspects involved in purchasing or selling properties than most realtors.

For example, say you have found the perfect home with a great layout and beautiful amenities. How do you make it yours? Or, say you have outgrown your home, encountered a work move, or are looking to upgrade. How do you sell or lease your current property? Both scenarios lead to a complex process of financing, surveys, inspections, appraisals, title work, purchase agreements, leases, land contracts etc. Through my relationships in the real estate industry, I can provide you trusted sources for all of these services, creating a professional team to help you buy, sell or lease your home. My legal expertise can be used to review your financing terms, promissory notes and mortgages, as well as survey and title work for boundary issues, easements, liens and title defects. I can also draft your purchase agreements, lease to own and related transaction documents. Finally, if financing is a current issue for you, I can help you devise creative ways to purchase a home.

Virtually every real estate transaction has income tax ramifications. As an accountant, I can review the income tax and capital gains implications of selling or leasing your home or rental property. I will provide the information to calculate your cost basis and any deductible expenses, and assist in calculating any tax due, always working to minimize your liability of course.

We have legal, tax and real estate services seldom found in one office. Our transactional experience ranges from very large commercial developments to residential home sales and purchases. Our team would appreciate the opportunity to help you achieve your real estate goals. Please call and schedule an appointment if you have any questions or are simply are unsure what questions you should be asking.  Our team can assist you in weighing your options when buying or selling a home, and feeling better about your final decisions.

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