Orange County Real Estate Investment & Tax Strategies
949-275-0335
info@bjrossberassociates.com

BJ Rossberg & Associates is in the business of helping clients with a wide spectrum of needs by providing cutting-edge information, services, and opportunities so that families may prosper for generations.

Services

We offer a full range of services and experience in the field of asset management, estate planning, all matters of tax concerns and more.  We specialize in many of these and have created long term relationships and success with happy clients across the globe.

Non-Residential Foreign Nationals

THE ESTATE-TAX PITFALL. MANY FOREIGN NATIONALS BUY REAL ESTATE OR OTHER ASSETS BASED IN THE USA. WHILE THIS CAN BE A BENEFICIAL BUSINESS DECISION, THERE ARE TAX REALITIES OF WHICH SUCH BUYERS SHOULD BE MADE AWARE.

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Assest Management

REAL ESTATE ASSET MANAGERS FOCUS ON MAXIMIZING PROPERTY VALUE FOR INVESTMENT PURPOSES BY PROVIDING GLOBAL OVERSIGHT OF REAL ESTATE AGENTS, PROPERTY MANAGERS, LENDERS, TITLE REPS, ETC.

Capital Gain Guardian

CAPITAL GAINS TAXES ENJOY WHAT CAN BE A LOWER TAX RATE, BUT MANY PEOPLE PREFER TO DEFER THE CAPITAL GAINS AND OTHER TAXES FOR DECADES SO THAT THEY CAN INVEST AND BUILD ADDITIONAL ASSETS.

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Legacy Protection

When it comes to protecting one’s legacy, there are some simple steps that need to be taken to protect assets and ensure that the beneficiaries receive all that is intended.

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