Proptery & investing
Whether you’re considering your first rental, already own one, or are building a portfolio, the decisions you make around structure, tax, cash flow and timing can have an impact for years.
And what made sense when you bought a property may not make sense today. Your circumstances change, your plans change, and the rules change too.
My job is to understand what you’re trying to achieve, look at what you have in place, and help you make informed decisions — for the property you own today and whatever comes next.
What I do
I bring the accounting, tax and financial picture together, so you can see how the pieces fit rather than dealing with each decision in isolation.
Property tax returns — for individuals, trusts, LTCs and companies that own rental property
Ownership structure — looking at how your property is held and whether that structure still fits what you’re trying to achieve
Buying and selling — working through the numbers and tax implications before you commit
Trust and LTC administration — keeping the records, returns and required documentation current
Cashflow and tax planning — looking ahead so you know what to expect and can plan accordingly
Property tax rules — keeping on top of changes and explaining what they mean for you and your plans
Estate and succession planning — thinking ahead about how property and other assets are passed on, with specialist advice brought in where needed
When a decision needs legal or other specialist advice, I bring in the right expertise and work alongside them — while remaining your point of contact.