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Section 1031 Exchange & Cost Segregation CPA | Optimizing the Legacy of Your Assets in Miami

Boutique real estate tax advisory for high-net-worth investors in Miami. We specialize in complex wealth preservation strategies tailored to your legacy.

Our Expertise

Cost Segregation Studies

Accelerate depreciation recapture and maximize tax savings through meticulous asset classification and property analysis.

1031 Exchange Consulting

Strategic guidance for high-net-worth investors on complex property swaps, ensuring compliance and preserving capital.

Real Estate Tax Planning

Comprehensive advisory for commercial and residential portfolios, focusing on long-term wealth preservation and tax efficiency.

IRS Letter Review

Expert response strategy for audit letters and IRS notices, protecting your interests with authoritative and professional counsel.

Free Introductory Consultation

Initial strategy session to evaluate your real estate portfolio and identify immediate tax optimization opportunities.

The Expertise Behind LGCY Tax

[1]

Specialized CPA expertise focused exclusively on the unique complexities of Miami's real estate market.

[2]

Deep understanding of IRS regulations and strategic tax planning for high-net-worth investors.

[3]

Personal mission to help investors build and protect generational wealth through sophisticated advisory.

Tax Insights

Deep-dive analysis and strategic guidance for high-net-worth real estate investors in Miami.

Book a Consultation

“We believe that true wealth is not just about the size of your portfolio, but about the enduring strength of the legacy you leave behind for generations to come.”

F.M. Fernandez, CPA

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