Smits & Wilson LLC
Tax & Financial Services
 
sales & acquisitions

It’s important to consider the tax implications prior to buying or selling personal or business assets. Depending on the type of asset, each will have different factors to be taken into consideration. We invite you to consult us, so that we can guide you through the tax complexity of each scenario and you can then determine which will best suit your needs.

  •    Stocks (Long & Short Term)
  •    Real Estate (Principal Residence, Income Properties)
  •    Business Assets & Entity Structures
  •    1031 Exchanges
  •    Self-Directed IRAs
  •    Bonds, Mutual Funds and other Investments or Securities


other services
Real Estate

With a full understanding and more than 20 years of hands-on experience in every aspect of real estate transactions, sales, acquisitions, accounting, and taxation, we can assist you with selling and buying real estate through our full-service boutique real estate firm.

Contact us for information.

The Wilson Group Inc.
Full-Service Boutique Brokerage

DRE 01902210

 


Although under common ownership, Smits & Wilson LLC and The Wilson Group Inc. are legally separate and independent entities. They cannot obligate or bind each other in respect of third parties. Each firm is operated independently and with the appropriate licensee(s) to provide services for which they are licensed for.