When investors are considering an acquisition, understanding the tax implications is a crucial issue. Nucleus can prepare a 5-year tax estimate for underwriting that provides the buyer with a clear vision of how an acquisition will impact their taxes after the sale.

What constitutes a change in ownership under the Revenue and Taxation Code in California can be a complex and confusing analysis. We are experienced in advising clients and helping them to understand how long-term leases, sales of ground leased assets and legal entity transfers are treated as it relates to ownership in California.

Are you overpaying your personal property taxes? Are you sure? If your company owns personal property, ensuring that you are paying the correct amount in taxes is essential.

Proactive or reactive? Smart developers understand the impact an over-assessment can have on their bottom line. When completion of new construction occurs in California, a supplemental tax bill is issued. How you plan for it and manage it can make all the difference.

Nucleus provides general consulting services to our clients, including annual tax budgets, lease reviews, assistance with the completion of Declaration of New Construction forms, BOE 100-B forms, Change in Ownership statements, and compliance services.

Would you pay a bill that represents one of your largest annual expenses without reading it first? We hope not. Nucleus has more that 25 years of experience in tax bill review and management to ensure our clients are paying the correct amount on the correct parcels.

The review and appeal of real property values in California is one of the most important “value-add” services we offer to our clients. With the ever-changing real estate markets in California, effectively managing your assessments is an area where we consistently exceed expectations.