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Tax, SDIRAs & Cost Segregation

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Sergio Baerga
  • Carolina, Puerto Rico
10
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19
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Real estate inheritance/ Florida strategies/ Tax/Legal--

Sergio Baerga
  • Carolina, Puerto Rico
Posted Apr 29 2024, 20:36

Good day Bigger Pockets,

I am a real estate investor living in Puerto Rico.

My father of 78 years old is declining slowly mentally, and I am going to begin helping him out manage his properties and organize his finances and properties. He lives in South Florida and has about 7 properties all rented out from single family to multifamily. His current CPA is 75 years old, and we will be looking to change over to a CPA with a real estate focus. I am looking to find the optimal tax and legal structure to optimize his situation. Would like to know if any South Florida bigger pockets members can refer me to an expert in the Florida market that can guide me in the right direction.

Thanks and God bless

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