Tax And Real Estate Structure

[Cosmo DePinto]

Hi everyone,

Who is everyone using for tax and real estate structuring (LLC's, etc) in the Long Island area? Anderson is very expensive and not sure worth it for where I'm at (5 properties). Does anyone have recommendations for someone/company that is more reasonable?

Thanks in advance ! 

[Chris Seveney]

Quote from @Cosmo DePinto:

Hi everyone,

Who is everyone using for tax and real estate structuring (LLC's, etc) in the Long Island area? Anderson is very expensive and not sure worth it for where I'm at (5 properties). Does anyone have recommendations for someone/company that is more reasonable?

Thanks in advance ! 

Honestly, at five properties, you might be overthinking it. Most investors I know start by buying in their personal name to get better mortgage rates and then layer on an insurance policy for asset protection.

Before spending thousands on a setup, just have a conversation with your CPA. They can walk you through what makes sense for your actual situation. No need to go full Anderson mode unless you're building a larger portfolio or have complex needs.