In recent years Mr. Beattie developed the theme of "Taming Your Property Taxes" using various strategies to find a silver lining for clients who acquired real estate during the high value period of 2000 through 2008.

By restructuring client real estate holdings, Mr. Beattie's strategies produce long term property tax savings. For example, in California for a property purchased for $5.0 Million in 2005 with current value of $3.0 Million, the annual savings can be anywhere from $20,000 to $36,000 per year over the holding period of the property after restructuring.

Business Planning