Tag Archives: Orange County investors

California Property Tax & Mello-Roos Assessments – State Income Tax Filings Starting January 1, 2013

California government has money and budget challenges – and is expected to crack down next year – for tax year 2012 – on property tax payers who have been taking the entire amount they pay (including Mello-Roos and special assessments) as … Continue reading

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Why Use a Revocable Living Trust in California Estate Planning

    Why do financial estate planning?    Protect your property and assets from probate.    Protect your heirs from creditors and lawsuits. Designate guardians for children.  Plan for time of potential incapacity.   Maximize the privacy of your financial affairs         … Continue reading

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CAP Rates Help Real Estate Investors Determine Value

  Investors look at Capitalization rate (or “CAP rate”) of a property to help determine value. CAP rate is ratio between the net operating income (NOI) produced by an asset and its capital cost (the original price paid to buy the asset) or alternatively … Continue reading

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