Encore Partners Services

Tax optimization, financial guidance

BUSINESS + REAL ESTATE TRANSACTION ADVISORY

Real Estate Tax + Transaction Advisory

What would you do with the money we can save you on Real Estate taxes?

Team Encore’s combined expertise and experience of over 40 years in complex real estate transactions give us the insight to advise our clients on the best strategies possible to optimize their portfolios. With our robust tax knowledge and understanding, we implement expert business and personal tax strategies for acquisitions, transfers, and transaction tax appeals and abatements. We are able to advise in areas of budget, accruals, and pre-purchase due diligence while implementing strategies to lessen the burden of your real estate transaction taxes. When you have multiple real estate investment holdings, trust the Encore Partners, LLP team to guide your portfolio and advise on the appropriate property strategy and portfolio management to make sure your money is being used to its best and highest purpose, not in paying unnecessary taxes.

Changes in property use advisory
Change in zoning or configuration advocacy
Strategic planning for new construction

Strategic positioning of real estate acquisition and timing
Optimization of portfolio structures
Property strategy and asset management

Entity Restructuring + Tax Minimization

Tax Advantages of C-Corps, S-Corps, B-Corps, and even LLCs

Are you considering restructuring your business entities? Or are you not sure whether to stay the course with your current structure? The entity type you choose for your business can make or break your business. Especially, in light of the new corporate tax rate reduction from 35% to 21% by the Tax Cuts and Jobs Act (TCJA), does the corporation entity structure sound attractive to you? Pass-through entities also benefit from the tax rate reduction. Along with the rate changes, business owners may be able to take 20% deduction on the Qualified Business Income (QBI) under IRS Section 199A. However, entity restructuring requires so much more intricate details than just comparing of tax rates. In order to find out what structure that makes the most sense for your business, it is important to dig deeper and evaluate all of the factors involved. It requires in-depth understanding of the nuances, risks and benefits of each entity type depending on your unique financial situation and objectives of your business.

Business Formations
Tax Free- Reorganization

Debt Restructuring & Workouts
Startup Advisory Services

M&A Business Transaction Advisory

M&A due diligence that goes beyond the P&L statement.

Every business transaction brings tax opportunities and challenges at the same time. With challenging timeframes, sound judgment, and guidance from experienced professional advisors are most crucial. Both companies and individuals need an integrated, partner-led team of transaction advisory to make your transaction successful. Encore’s seasoned transactions team provides clients of all sizes with the insights to identify potential opportunities and risk factors before, during, and after a transaction. Our focus is tax planning strategies to minimize post-transaction taxes for across-industry sectors with your financial goals and objectives in mind.

Sell-Side Due Diligence
Buy-Side Due Diligence
Workouts

Liquidations & Dispositions
Transactional Structuring & Planning

Partnerships + Flow Throughs

Tax codes are complex, we can guide you.

Making informed decisions about your business entities is crucial to your success. At Encore Partners LLP we have significant experience with Partnership and pass-through entities and have an in-depth understanding of the tax code intricacies. Whether your business is a partnership, LLC, or sole proprietorship, we will find the most beneficial way for you to optimize your tax liabilities. We are also experienced with subchapter S corporations and provide clients with effective counsel on the prudence of utilizing an S corporation structure for certain circumstances.

Real Estate Entities
1031 Exchange

Cost Segregation
Repair & Maintenance Study

High Net Worth Individuals

High-touch, strategic advisory.

Encore Partners is dedicated to helping high-net-worth individuals and entrepreneurs achieve their individual and family financial goals with the highest level of expertise and integrity. We have a holistic understanding of the issues affecting high-net-worth individuals and families with an array of tailored services for their diverse financial activities. As a highly relationship-driven firm, we take a personalized approach to all of our engagement and stay attentive to each one of our client’s unique situations. Our committed professionals design and implement financial plans to address legacy and succession issues with tax implications as well as conserve and transfer wealth to heirs or charitable organizations.

Income Tax Planning
Projection Modeling
Wealth Planning
Inheritance Tax, Estate & Gift Planning
Trust & Estate Advisory

Succession & Transition Planning
Foreign Property Transaction Advisory
Family Business
Charitable Giving, Philanthropy or Private Foundations

Corporations

Corporate reporting has its own complexity.

How do you keep up with ever-changing tax codes and reporting requirements and figure out the best tax strategies for your business? Encore understands the intricacies of tax codes relating to corporations including Federal and State Tax compliance, multi-state and international tax compliance, SEC reporting, and many more. We have significant experience working with companies of various sizes and industries from start-ups to large public corporations. Whether you are seeking simple tax compliance work or have multiple tax filing obligations, having an advisor you can trust can make all the difference.

Capitalization
Portfolio Strategy
ASC 740 Tax Provision
R&D Tax Credit Study

M&A & Corporate Finance Advisory
Due Diligence
Accounting Method

TAX OPTIMIZATION + BUSINESS ADVISORY SERVICES

Tax Returns + Compliance

Reduce your taxes, maximize your saving.

Our skilled tax professionals at Encore Partners LLP can handle all of your tax preparation and tax filings. We ensure your personal and business taxes are in compliance with tax codes and that your tax burden is minimized as much as possible. Our results-driven approach is tailored to your specific tax needs. Achieving your financial goals is our top priority, and we take pride in high-touch client services that are customized to your unique needs and circumstances. Our expertise can significantly reduce your tax impacts and risks and maximize your savings.

Income Tax Returns
Amended Returns
Notice Responses

IRS & Multi-State Audit Responses
Quarterly Projections
Not-for-profit Organization

Tax Consulting + Advisory

Big picture guidance throughout your corporate lifecycle.

Are you starting a business? Is your business in a growth phase? Proactive planning in both the early stages of your company and during its many times of growth is essential to both your company’s success as well as your personal financial well-being. You may need someone who can address structuring needs, estate planning, buy and sell agreements and succession planning always with the client in mind. The decisions you make for your business will directly affect your personal finances. This is why it is essential for you to seek assistance from a well-seasoned, trusted advisor who is able to see the whole picture and advise you on which direction to go.

Strategic Tax Planning & Guidance
Business Entity Selection
Cash Flow & Budget Analysis

Estate Planning Coordination
Stock-Based Compensation Planning & Incentive Compensation
Tax Dispute & Controversy Services

Financial Reporting + Outsourced Accounting

We’ll take care of the details, so you can keep your eyes on the horizon.

Do your time-consuming details of accounting work make it hard for you to focus on your core operations? Encore’s financial reporting and accounting team provides the most effective guide for navigating through complex accounting matters and reporting requirements. We are confident that we can help you with insights and guidance that are best for your unique circumstances.

CFO Advisory
Outsourced Accounting & Bookkeeping
QuickBooks Consulting

Financial Forecasts & Preparation
Payroll Advisory
Forensic Accounting

Multinational Tax Advisory Services

Foreign and Domestic Tax services

Encore Partners, LLP helps many clients in meeting their foreign asset compliance obligations. Our seasoned tax professionals provide advisory services to foreign investors, guiding them as they navigate tax regulations for U.S. Real Estate during the purchase and ownership of their investment. The complex details of the foreign Investment tax regulations can often be daunting and it is best to seek professionals who are familiar with this specific area of tax. Encore Partners provides advisory services for both the U.S. tax consequences of U.S. taxpayers with foreign operations and the U.S. tax consequences of foreign taxpayers with U.S. operations.

Inbound/Outbound
Investment Strategies

Foreign Reporting Compliance Advisory
International Tax Structuring

Multi-State Tax Advisory Services

State and local tax challenges (SALT)

Encore Partners’ reliable team of tax professionals provide you comprehensive state and local tax strategies to help minimize your tax burden and compliance risk. We will also thoroughly evaluate your income and franchise tax risk through a nexus study. With our depth of expertise, the complexity of state and local tax will be reduced significantly, and you will be able to take full advantage of the tax incentives, credits, and opportunities available. We will greatly benefit from our full-cycle services with the SALT challenges you may face.

Nexus Study
State & Local Tax

Sales & Use Tax
Property Tax

FROM THE BLOG

Businesses can show appreciation — and gain tax breaks — with holiday gifts and parties

November 15, 2021/by Betty Kim

New per diem business travel rates became effective on October 1

October 11, 2021/by Betty Kim

2021 Q4 tax calendar: Key deadlines for businesses and other employers

October 4, 2021/by Betty Kim

Selling a home: Will you owe tax on the profit?

September 14, 2021/by Betty Kim

Is your parent moving into a nursing home?

September 10, 2021/by Betty Kim

Planning for year-end gifts with the gift tax annual exclusion

September 7, 2021/by Betty Kim

Getting a divorce? Be aware of tax implications if you own a business

August 23, 2021/by Betty Kim

Scholarships are usually tax free but they may result in taxable income

August 10, 2021/by Betty Kim

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Main Office
4350 Executive Drive
Suite 260
San Diego, CA 92121
858.549.7100

Beverly Hills Office
9595 Wilshire Blvd,
Suite 900
Beverly Hills, CA 90212
310.300.8480

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Tax optimization, financial guidance