MY NINE POINTS OF CLIENT CARE by PAUL LEVINE
Paul Levine
Commercial Realtor and Real Estate Advisor | Retired CPA with over 50 years of income tax experience that no other Commercial Realtor has, Income Tax Consultant and unmatched Creatively!
Introducing my Nine Points of Client Care by Paul Levine, a seasoned Commercial Realtor and Real Estate Income Tax Consultant with over 50 years of experience and expertise in the field. Here's a glimpse into what sets my services apart:
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1. 50+ Years of Diverse Experience: With a rich background as a Certified Public Accountant and University Professor, coupled with roles in Commercial Real Estate, I bring a unique perspective to the table.
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2. Comprehensive Real Estate Services: I offer a range of services, from buying and selling to financing and refinancing commercial properties. My expertise extends to areas like Section 1031 Exchanges and Cost Segregation Studies for optimal tax savings.
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3. Tax Savings & Cash Flow Management: Leveraging my in-depth knowledge of income tax laws, I help clients save and defer significant amounts of income taxes, ultimately enhancing cash flow.
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4. Tailored Investment Portfolios: I collaborate closely with clients to craft personalized real estate investment portfolios that align with their specific needs, focusing on cash flow, appreciation, and income tax benefits.
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5. Client-Centric Approach: I am dedicated to putting my clients first, using creativity and tax expertise to their advantage, and ensuring their needs are prioritized over everything else.
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6. Proven Negotiation Skills: As a licensed Commercial Realtor, I have a successful track record in negotiation, including facilitating the sale of a client to E I DuPont.
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7. Diverse Financial Background: With experience in auditing mortgage companies, forensic accounting, business valuation, settlement negotiations, and expert witness services, I bring a well-rounded financial perspective to the table.
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8. Consistent IRS Audit Success: With a remarkable streak of ten consecutive "NO CHANGE" IRS audits, I showcase my ability to navigate complex income tax situations effectively.
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9. Growth Mindset: Always on the lookout for new opportunities to enhance value and service delivery for my clients, I am committed to continuous growth and improvement