Refer a deal that is stuck on taxes.
When a seller will not sign because of the tax bill, the deal stalls. Hans models every path, from seller financing to a 1031 with boot, so the seller sees what they keep.
Close the deal, spread the tax.
The seller who says "the tax is too much" is usually looking at one giant year. Show them the same price paid over time with a secured note, or a 1031 with the boot handled, and the deal moves again.
Ask: if you take cash out, trade down or have a mortgage mismatch, what will the boot cost you?
You stay the preparer.
Hans does not prepare returns. The analysis models the sale years, Social Security and IRMAA, suspended losses, Section 453A and state rules, then hands you the inputs, method and sources to verify.
Your documents, your client.
Structure and documents stay with you. The analysis shows the after-tax effect of each option, including note terms and security for seller financing, so the term sheet talk is about real numbers.
Three ways, all quick.
- Email: send a short referral with sale type, rough price, closing date and what is stuck. Share client details only with their OK.
- Call: 213-414-2808 to talk it through first, no client name needed.
- Book together: pick a 15-minute slot and bring the client, or come alone.
Have a stuck deal? Send it over.
A two-line email is enough to start. Hans will tell you quickly whether there is room to move.
Prefer email? Request the analysis by email.