Real Estate Planning

Nearly all real estate transactions require proper planning to avoid or mitigate tax liability-this is especially true in California due to very peculiar property tax rules. A typical transaction involves the intersection of state and federal tax laws, as well as California property tax law.

Sophisticated individuals and businesses hire Lewis Business & Estate Planning, APC  to provide advice and representation on various real estate transactions  due to our extensive experience and reputation as a leader in the real estate tax planning industry. 

If you need assistance with a current or prospective real estate transaction involving the purchase, sale, exchange, or transfer of real property, please contact us to schedule a complimentary consultation at (714) 581-8808.

CONTACT INFORMATION

Lewis Business & Estate Planning, APC
949 South Coast Drive, Suite 555
Costa Mesa, CA  92626
Phone: (714) 581-8808
Fax: (714) 581-8809

 

ATTORNEYS
Christy L. Lewis, J.D., LL.M: clewis@lewisplanning.com
Jessica Ertel, J.D.: jertel@lewisplanning.com


LET’S BEGIN YOUR PLANNING





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