Real estate taxation

In the field of real estate taxation, the AlterTax Avocats tax law firm advises its clients, whether individuals or companies, at every stage of the development of their real estate projects and their taxation, taking into account both French and international tax implications.


Real estate taxation and investment

Understanding real estate taxation:

Real estate taxation encompasses all the taxes associated with the ownership, purchase, sale and rental of real estate. This includes property taxes, taxes on rental income, and taxes on capital gains. The complexity of real estate taxation varies according to several factors, such as the type of property, its use, and its location. For real estate investors, understanding these taxes is essential to optimizing their return on investment and complying with legal obligations.

Real estate taxation: implications for various players

Real estate taxation encompasses various tax aspects that affect companies, micro-businesses and individuals. Each category of investor has unique tax considerations that influence the management of their real estate properties and investments.

Property taxation: Companies

Companies have to navigate a complex set of tax rules relating to their real estate. This includes managing VAT on real estate transactions, optimizing rental income for tax purposes, and minimizing capital gains tax on the sale of properties. Companies also need to be aware of the tax implications of holding and managing real estate under different tax regimes.

Property taxation: Micro-businesses

Micro-businesses, often subject to simplified tax regimes, need to manage their real estate tax obligations effectively. This can include understanding income thresholds for rentals, possible exemptions and strategies for maximizing tax deductions. Real estate taxation for these small entities requires special attention to stay within the limits of specific tax regimes while optimizing returns on investment.

Property taxation: Individuals

Individuals investing in real estate need to take into account taxes on rental income, property taxes and capital gains taxes. Understanding the various tax exemptions and deductions, such as those relating to primary or secondary residences, is crucial. For private individuals, real estate taxation can also include considerations on wealth transfer and the tax implications of real estate inheritances.

The role of a tax lawyer in real estate investment

A tax lawyer plays a crucial role in advising and managing the tax aspects tax aspects of real estate. This includes strategic tax planning to minimize tax charges, managing tax returns, and optimizing the tax benefits associated with real estate investments. The lawyer can also help navigate the complexities of tax regulations and respond effectively in the event of disputes or tax audits.

Cyril Maucour, tax lawyer with AlterTax

Cyril Maucour,
AlterTax tax lawyer

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AlterTax Avocats, experts working alongside companies

The tax lawyers at AlterTax Avocats have developed a global approach by surrounding themselves with experts with complementary knowledge and know-how in order to better understand each of your real estate transactions. Our know-how, nourished by more than 25 years of experience and a great proximity with the actors of the real estate market, our team of tax lawyers ensures pragmatic and adapted solutions.

Our team intervenes in particular in the field of :

  • Transfer of private assets (Pacte Dutreil, dismemberment of property)
  • Donations and estates
  • National and international management of your real estate companies, SCI, patrimonial restructuring, tax regularization (LMNP)
  • Management of your rental investments
  • Evaluation of the tax risks of your private assets, asset studies
  • Tax breaks and tax exemption tools (SME investment tax credit, Pinel, Duflot, Girardin...)

Our role as a tax lawyer is to advise individuals in the management of their private assets, particularly in real estate and real estate investments. Real estate taxation is very complex, which is why the intervention of a lawyer expert in taxation is essential to ensure the success of any real estate operation and the securing of transactions in order to prevent any disputes with the tax authorities.

AlterTax Avocats advises you in your projects, but can also assist you and represent you before the courts during your litigation and contentious procedures.

Frequently asked questions about real estate taxation

Frequently asked questions about real estate taxation and investment

What types of taxes are associated with real estate ownership?

Taxes related to real estate ownership generally include property tax, taxes on rental income, and capital gains tax in the event of sale. The nature and amount of these taxes may vary according to local legislation.

How is capital gain taxed?

Capital gains tax is the tax paid on the difference between the sale price and the purchase price of a property. Exemptions or allowances may apply, depending on the length of time the property has been held and other factors.

What tax deductions are available for property owners?

Tax deductions for property owners can include loan interest, renovation work, co-ownership charges, and other expenses related to the management and maintenance of the property.

How can a tax lawyer help with real estate?

A tax lawyer can help you understand the tax implications of buying, selling or renting a property, optimize your tax burden and make sure you meet all your tax obligations.

What are the tax considerations for international real estate investments?

For international real estate investments, it's important to understand the tax laws of the country concerned, as well as their interaction with the tax laws of your country of residence. This includes taxes on transactions, rental income and capital gains, as well as potential double taxation treaties.

Our various services as an international tax lawyer

Our international tax law firm provides advice for individuals and businesses. We focus on strategic tax planning, dispute resolution and cross-border transactions, ensuring optimal tax compliance and efficient management of your tax issues. Here are some examples of the specific services we provide as tax lawyers:

01.

Tax lawyer

As atax lawyers we offer in-depth legal advice to effectively manage your tax obligations and entitlements. Our expertise extends to all aspects of taxation, ensuring a comprehensive approach.

02.

Tax advice

We offer tax advice to optimize your tax situation while complying with current regulations. Our aim is to help you navigate the complex tax landscape with confidence and clarity.

03.

Tax audit lawyer

As atax auditorsour team offers expert representation to defend your interests. We intervene at every stage of the process to minimize the risks and potential impacts on your financial situation.

04.

International tax lawyer

Our expertise asinternational tax lawyer supports you in the tax challenges associated with cross-border operations. We provide legal advice on navigating complex tax regulations.

05.

i

Tax litigation lawyer

As aspecialized in tax litigationwe represent and defend your interests in tax disputes. Our approach is aimed at effectively resolving disputes with the tax authorities, by favoring amicable solutions or representation before the courts.

06.

Wealth lawyer

We offer legal expertise in wealth wealth management as a lawyerwith an emphasis on real estate taxation. We support our clients in optimizing the tax efficiency of their real estate assets, whether for management, acquisition or transfer.

Your international tax lawyer

AlterTax offers its services throughout France. Whether your tax needs are centered on Paris, or national and international, our team is ready to offer top-level tax expertise.

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Can't find the answer you're looking for? Check out our articles on international taxation!

If your question remains unanswered, dive into our library of articles dedicated to international taxation. At AlterTax Avocats, we cover a wide range of topics, from the nuances of transfer pricing to global tax optimization strategies and international customs regulations.

France's tax police: towards a repressive tax policy

The fight against tax fraud has become a major concern for tax authorities in France. To address this issue, the government has introduced a new tool: the tax police. This measure is an important step in the crackdown on tax crime, which is becoming increasingly severe. In this article, we look at the introduction of the tax police in France and its impact on tax policy, as well as the importance of calling on the services of a tax lawyer specialized in criminal tax matters.

Control of registration fees by the tax authorities

This control can generally lead to a rectification of the prices or evaluations retained within the framework of documents subjected to the formality of the registration (those are numerous and include in particular the operations relating to movable and immovable goods (gift, transfer, succession in particular but also IFI).