Tax Planning

Your Counselor for Tax Planning

Tax Preparation

Mr. Fine has been preparing income tax returns for individuals, corporations, partnerships, trusts, donors making gifts, and estates since 1975. He has prepared taxes and regularly engages in tax planning for all entities, which includes preparation of the tax forms that are needed in order to start a business. Mr. Fine employs the latest in computer software to assist him in his tax preparation practice.

1031 Exchanges

Mr. Fine has served as a qualified intermediary for his clients and has prepared 1031 exchange documents. His experience includes 1031 exchanges for:

  • Small commercial properties
  • Large commercial properties
  • Farms
  • Hotels
  • Apartments and multi-family complexes
  • Shopping centers
  • Single family residential rental property

Mr. Fine has consulted with other attorneys in assisting them in 1031 exchanges with their clients. A section 1031 tax deferred exchange, or a simultaneous exchange, is a series of planning events and documents, sanctioned by the IRS Code and regulations, that as a general rule, an owner of commercial real estate can utilize to sell its property to another party and convert the proceeds into generally a more expensive property without currently paying capital gains or ordinary income taxes. In order to maximize your new investment, Mr. Fine can advise and prepare for you the documents necessary to defer the tax on your gains for an extended period of years.