Filippini Wealth Managment, Inc. is a licensed real estate brokerage firm (CalBRE #01937129) and a member of the Santa Barbara Association of Realtors. We assist clients in managing, listing, selling, exchanging, and buying residential as well as commercial properties of different asset classes both locally and nationally.
We utilize various IRS tax codes that allow our clients to sell property without paying taxes. By educating our clients about their options they are better able to understand strategies that previously seemed difficult and complex. Structuring tax based real estate plans is a core part of our services.
Our clients look to us for solutions to potentially decrease landlord headaches while potentially increasing cash flow.
We specialize in real estate tax savings. We are tax planners focused on reducing or eliminating taxes while potentially increasing income.
Please see the important disclosures below.