Tax Planning and Strategizing For Real Estate Professionals
Investing in real estate involves strategy, research and risk management, especially when it comes to proper tax planning and preparation. Having a savvy eye for real estate doesn’t do much when it comes to filing tax paperwork every Spring, that’s where the team at Advanced Tax Advisors can help. Our federally-licensed tax professionals help real estate investors get the most from their portfolios through careful planning and preparation.
1520 Royal Palm Sq. Blvd. #320
Fort Myers, FL
Your Gateway to Freedom in Your Retirement Plan
Midland Trust is a leading custodial services provider in the United States focused on self-directed IRA accounts, 1031 exchanges, checkbook IRAs, 401(k)s, and private fund custody services. Beginning as a CPA firm in 1994, Midland has evolved into the company it is today that prides itself on being the most responsive company in its industry by providing personal service representatives to each client and driving efficient operations across the firm.
Federal regulation requires a qualified trustee or administrator to hold IRA assets on behalf of the IRA owner. Midland provides administrative services to hold assets and the title of the investments in your self-directed IRA account.
Midland provides administrative services for the IRA on your behalf, including tax reporting, account statements, processing
transactions and bill payments, receiving income deposits and much more.
Midland provides ongoing education for investors and professionals. We offer step-by-step instructions on how self- directed plans work and provide continued education through live events, webinars, and other community engagements.
Your Qualified Intermediary and Certified Exchange Specialist® for 1031 Tax-Deferred Exchanges
Our certified Midland 1031 staff works closely with real estate professionals and individual investors to help them successfully complete 1031 exchanges. We are fully bonded and insured. We also offer a qualified escrow account administered by an independent bank. Our personal service is unparalleled in our industry. We have acted as a qualified intermediary in hundreds of exchanges each year.
What We Don’t Do
We Do Not Sell Investments
Midland does not offer, broker or sell any investments. The investments held in your self-directed account are chosen by you and managed by you, on behalf of your IRA. Any assets used in performing a 1031 exchange are also chosen by you.
We Do Not Give Financial Advice
Midland does not offer advice. It is important to always consult your tax and/or investment professional to ensure you’re making the best choices for you and your retirement and investing goals.