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TAX SERVICES

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» BUSINESS TAXES
» ACCOUNTING
» AUDITS
» INDIVIDUAL RETIREMENT (IRA)
» REAL ESTATE

Performance Tax & Business Services offers Seminars on Tax Planning for the Real Estate Investor

The Following Topics are Discussed:

• Rents Received
• Repairs or Improvements
• Acquisition and Refinance Costs
• Mortgage Interest & Property Taxes
• Rental-Related Personal Expenses
• Travel and Acquisition Expenses
• Depreciation
• Marginal and Effective Tax Rates
• Tax Rate Example for $100k Income
• Marginal and Effective Tax Rates
• Out of State Tax Returns
• Converted Assets
• Modified Adjusted Gross Income
• Passive Loss Rules
• UnallowedPassive Losses
• Real Estate Professional Requirements
• Management Responsibilities
• Sale of Personal Residence
• Conversion Issues
• 1031 Tax-Deferred Exchanges
• 1031 Tax-Deferred Exchanges
• Installment Contracts

For more information on the seminars we offer please contact Performance Tax & Business Services. We can answer your questions and prepare your taxes.
Phil Martin, E.A. – President
(714) 698-2580
taxman@ptstax.net

IRS Publication Information

The phone number to order IRS Publications is: 800-829-3676.
- The Internet address is www.irs.gov
- It is recommended that you order publications to provide additional information. The benefit comes in answering general questions regarding your rental properties.

Helpful Publication Numbers

527 -Residential Rental Property
463 -Travel, Entertain, Gift & Car Expenses
936 -Home Mortgage Interest Deduction
523 -Selling Your Home
535 -Business Expenses
583 -Starting a Business & Keeping Records
587 -Business Use of Your Home
925 -Passive Activity and At-Risk Rules
Many other publications available address is http://www.irs.gov

Phone: (714) 698-2580
Fax: (714) 698-2581
E-mail: taxman@ptstax.net