Lisa Brugman, EA and Associates
Specialties:
1031 Exchange, Accounting, Bookkeeping, Budgeting, Business Taxes, MultiState Taxes, RE Professional Status, STR Loophole, Tax Planning & Strategy, Tax Prep & Filing, Wealth Management
I am an IRS Enrolled Agent with 25+ years of tax and financial planning experience. I specialize in Real Property Assets, including short, mid, and long-term rentals. I advise on the tax strategies to mitigate tax exposure and capitalize on the IRS real property deductions, including the investor safe harbor.
I am also an expert on creating investment structures, including the Series LLC, and ways to reduce taxes on real estate investments. Due to my enduring expertise, I have access to many of the other Real Property Investments available. Your Real Property Portfolio should be as diversified as your equity. Let's strategize to maximize your investment wealth.
Just so you know, I am a ***fee-based tax advisor***, not hourly, so there are no surprise bills.