Business, Real Estate & Property Tax Planning

Our Services

• Guidance on business entity formation, structuring, and governance.

• Support with business transactions and contract review.

• Real estate planning, including ownership structuring and asset protection strategies.

• Compliance support for federal and California tax requirements.

• Business succession planning for family-owned and closely held businesses.

• Coordinating business, real estate, and estate planning with tax strategies.

• Strategic planning for capital gains, property tax considerations, and long-term wealth preservation.

• Advice on California property tax planning under Prop 13 and Prop 19, including intergenerational transfers and property tax reassessment analysis.

Why It Matters

A well-structured business or real estate plan can reduce risk, strengthen financial outcomes, and support long-term growth. Careful planning helps you avoid costly mistakes, minimize tax exposure, and ensure your assets are positioned to support your goals today and in the future.

We take the time to understand your business goals, real estate interests, financial priorities, and long-term vision. Every recommendation is tailored to your specific needs, whether you are forming a new venture, managing investments, or planning for generational transfers. With Weitz Law, you receive clear guidance grounded in practical, results-oriented strategy.

Our Approach

Take the Next Step

Protect your business and real estate interests with a tailored legal strategy. Contact Weitz Law today to schedule a confidential consultation.