Client Profile:

Real estate investor

Issue:

A pending property sale was jeopardized due to multiple legal judgments and unresolved property tax liens discovered during title review.

Action Taken:

We promptly negotiated the settlement of four separate liens and worked with the appropriate authorities to pay off the outstanding real estate taxes.

Result:

The deal was able to move forward, and the client successfully closed on the sale of the property.

Takeaway:

When closings face complex legal and financial obstacles, it’s essential to stay focused on the ultimate goal — a successful transaction. Our experience resolving last-minute title and tax issues means clients don’t lose deals over curable challenges.

Client Profile:

Buy-and-hold real estate investor

Issue:

The investor was purchasing two four-family buildings but needed a hybrid financing structure — partial seller financing paired with a small bank loan.

Action Taken:

We drafted a custom purchase agreement that included terms acceptable to both the seller and the lending institution. This allowed for a creative blend of conventional and seller financing while maintaining full legal compliance.

Result:

The buyer successfully closed on both four-unit properties, preserving favorable financing and a quick timeline.

Takeaway:

Real estate deals don’t always fit into standard financing molds. We help clients think creatively and execute transactions that align with their investment goals — even when they require unique legal structuring.

Client Profile:

Two real estate investors and business partners

Issue:

The partners, who co-owned multiple investment properties, decided to end their working relationship but could not agree on how to divide the assets or dissolve their partnership amicably.

Action Taken:

We negotiated and structured a settlement agreement that equitably resolved the ownership and financial interests in each of the properties, concluding the partnership without litigation.

Result:

Each investor was able to move forward independently with a clear division of property and no unresolved liabilities. The case reinforced the importance of strong agreements at both the beginning and end of a business relationship.

Takeaway:

Whether you’re forming or dissolving a business partnership, legal guidance is crucial. We help investors prevent costly disputes and resolve disagreements efficiently so they can focus on what they do best.

Client Profile:

Real estate investor engaged in flipping and buy-and-hold strategies

Issue:

The client owned multiple properties under a single LLC and several in their personal name, exposing themselves to unnecessary liability and risk.

Action Taken:

We developed a strategy to separate properties across multiple LLCs, transferred assets out of personal ownership with lender consent, and laid the groundwork for future estate and business planning.

Result:

The client significantly improved their liability protection, created privacy from tenant inquiries, and established a foundation for scalable growth.

Takeaway:

Structuring your real estate business properly isn’t just about legal compliance — it’s about protecting your investments, managing risk, and building for the future. We make sure investors are positioned for long-term success.

Client Profile:

Small business owner

Issue:

The client owed over $120,000 to the IRS, including taxes, penalties, and interest stemming from multiple unfiled or incorrectly filed returns. They were facing audits, fines, and potential liens.

Action Taken:

We conducted a detailed review of the past filings, identified errors that reduced the assessed balance, helped prepare and file outstanding returns, and submitted requests for penalty abatement.

Result:

We resolved six years of tax liabilities in a single coordinated effort, significantly lowering the client’s overall tax burden and bringing them into compliance.

Takeaway:

Ignoring tax issues doesn’t make them disappear. Even if you can’t pay immediately, filing is critical. We help clients stop IRS enforcement actions and resolve their tax problems with confidence and clarity.