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Updated almost 5 years ago,

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9
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1
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Tax planning reccomendations?

Naweed Moalikyar
Posted

Hello team,

I wanted to see if anyone had a great recommendation for a tax accountant that focuses on real estate and broader tax planning? My questions are a bit specific as they are related to the following topics:

  • - Tax impacts of selling long-term held stock options to purchase a rental property that needs a bit of rehab
  • - Looking to purchase a property in an Indianapolis Opportunity Zone (Opportunity Zone Fund / how to set one up and does it makes sense to take this approach?)
  • - Looking to do some considerable rehab and would love to understand if a tax abatement would be possible
  • - Identifying how to best fund / run a self-directed IRA account
  • - Identify how to best structure the business / the income
  • - All the other items I just don't understand at this juncture going into my first deal.

Any recommendations would be highly appreciated.. Thank you!

Naweed

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