Best Real Estate Tax Experts

James is a CPA, IRS Enrolled Agent, and Tax Resolution Specialist at CanvaTax (canvatax.com), where he helps individuals and businesses resolve complex tax issues including IRS debt, back taxes, and penalty relief through programs like the IRS Fresh Start Initiative. With hands-on experience navigating IRS negotiations and tax compliance, James provides practical, results-driven guidance to clients facing financial uncertainty.

Kristin Oganisyan is a luxury real estate agent serving Northern California's premium markets — Granite Bay, Roseville, Rocklin, El Dorado Hills, and beyond. She specializes in guiding clients through relocation, navigating competitive offers, and uncovering hidden value in today's shifting market. Whether it's a family moving to Beale or a Bay Area buyer looking for space, Kristin brings local intel, sharp negotiation, and a genuine commitment to making the process feel human. She's been featured in local business publications and is a trusted source for NorCal housing trends, home values, and neighborhood insights.

Recognised in the top 1.5% Nationwide, I am a luxury real estate specialist with Christie’s International Real Estate Sereno, serving Silicon Valley’s premier neighborhoods. I work with affluent buyers and sellers throughout the bay area, offering expert guidance on pricing strategy, market timing, and positioning high-end properties for maximum value. My negotiation expertise is the foundation of the results I deliver. I pride myself in being a trusted resource on luxury real estate trends, buyer behavior, and the evolving Silicon Valley housing market.

I help homebuyers and property investors make informed real estate decisions through practical market insights and expert guidance. My expertise includes residential properties, luxury homes, property investment, market trends, and local real estate insights in Pune. I enjoy sharing actionable advice that helps buyers avoid costly mistakes and maximize long term property value.

Nick Booth is a Utah real estate agent with Utah Real Estate, dedicated to helping clients make confident, informed decisions in one of the country’s fastest-growing markets. Based in Salt Lake City, Nick combines deep local insight with a modern approach to marketing, negotiation, and client care. He believes real estate is more than a transaction, it’s about building trust, creating opportunities, and helping people open the doors to their dreams. Nick takes pride in understanding Utah’s unique neighborhoods, from the energy of downtown Salt Lake to the quiet charm of the Wasatch foothills. His clients value his honesty, creative strategy, and hands-on support throughout every stage of the buying or selling process. Whether it’s advising a first-time buyer, analyzing market data, or positioning a listing to stand out online, Nick brings a thoughtful and detail-driven approach to everything he does. Beyond the day-to-day of real estate, Nick is passionate about personal growth, community, and helping others succeed. He’s a lifelong learner who studies market trends, digital marketing strategy, and sales psychology to provide the best possible service to his clients. His mission is to redefine what it means to work with a real estate agent, someone who’s professional, proactive, and genuinely invested in your success. For Nick, it’s not just about selling homes. It’s about helping people find the right fit, whether that means a downtown condo, a family home in the suburbs, or a mountain retreat. Every client has a story, and Nick’s goal is to make that story feel supported, informed, and celebrated every step of the way.

Kimberly Schmidt is a San Diego real estate expert and team lead of Kimberly Schmidt & Associates at Compass, known for providing strategic guidance to buyers and sellers navigating San Diego’s dynamic housing market. With over 19 years of experience and more than 500 successful transactions, Kimberly has built a results-driven business rooted in precision, market knowledge, and a highly personalized approach. Her team is consistently ranked among the top 1.5% of small teams nationwide by Real Trends, reflecting both performance and consistency at a high level. Kimberly is frequently quoted in national publications including CBS News, Travel + Leisure, House Beautiful, Bankrate, and House Digest, where she provides insight on housing trends, buyer and seller behavior, and navigating changing market conditions. She also serves as a TV host for American Dream San Diego, highlighting the lifestyle and communities that define the region. As a San Diego real estate expert, Kimberly works across a range of property types and client needs, including luxury homes, coastal properties, relocations, trust and probate sales, and 1031 exchanges. Her approach is both strategic and detail-oriented, with a focus on pricing, negotiation, and positioning homes to stand out in competitive conditions. Clients value Kimberly for her clear communication, thoughtful guidance, and ability to navigate complex transactions with confidence. Whether buying, selling, or investing in San Diego real estate, she provides a level of service that is both highly personalized and results-focused. CA DRE#01781140

Alberto Gonzalez is a real estate strategist, investor, and founder of Investahaus, where he structures acquisitions, creative financing solutions, and exit strategies for property owners and investors. His work sits at the intersection of real estate, capital strategy, and emerging technology. With a background in marketing and construction, Alberto brings both market psychology and asset-level discipline to his analysis. He has participated in real estate tokenization initiatives and is formally educated in blockchain applications for property ownership, giving him a forward-looking perspective on how digital infrastructure is reshaping real asset investment. As a licensed real estate professional and active investor in Florida, he provides insight on distressed inventory trends, creative finance, business exits, regulatory shifts in wholesaling, and the evolution of real estate into programmable assets. Alberto is available to the media for commentary on housing market dynamics, alternative financing structures, tokenization of real estate, and the future of property investment.

Founder of AppealAlly, an automated property tax appeal service that helps homeowners successfully challenge overassessed property values and reduce their tax bills in less than 3 minutes. I'm available to comment on property tax trends, rising assessments, appeal strategies, homeowner rights, real estate taxation, and how homeowners can fight unfair property valuations.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

Leo Marzen is a Managing Partner and Co-founder of Bridgewater Advisors with over 30 years of experience in complex wealth management. A triple-credentialed expert (CPA, CFA, CFP®) and Barron’s-ranked advisor, Leo bridges the gap between sophisticated financial theory and practical, tax-efficient execution. Inspired by an entrepreneurial upbringing in his family’s hardware store, Leo’s pragmatic approach focuses on utility and foresight. He is a sought-after expert for commentary on Tax-Efficient Innovation (Direct Indexing, Tax Loss Harvesting), Estate & Advanced Gift Planning (GRATs, Family Gifting), and Real Estate Optimization (1031 Exchanges, DSTs). Leo is dedicated to providing fiduciary-aligned perspectives on generational wealth transfer and integrated family tax planning, stripping away industry jargon to provide clear, actionable insights for high-net-worth families, individuals, and media outlets alike.

Leo Pond is a Real Estate Advisor with Four Seasons Sotheby’s International Realty, specializing in residential, commercial, and institutional real estate advisory. He brings institutional rigor to local markets, drawing on advanced training and holding a Specialization in Tax, Real Estate, and Alternative Investment Strategies from the University of Illinois Urbana-Champaign. His expertise spans real estate transactions, private capital deployment, and the design of tax-advantaged structures, making him a trusted voice on how capital flows intersect with property markets. In addition to his advisory practice with Four Seasons Sotheby’s, Pond serves on the Boards of Directors for the Rutland Northeast Supervisory Union, the Barstow Unified Union, and The Mentor Connector, where he contributes to community leadership and long-range planning. He also works as a law clerk for a Vermont private practice, adding a legal and compliance dimension to his work. Pond frequently analyzes the impact of tax policy, capital markets, and alternative asset strategies on real estate—from farmland and development land to residential, commercial, and nonprofit holdings. He is often sought out for commentary that connects local market dynamics with broader trends in taxation, financing, and investment strategy, positioning him as a go-to source for journalists covering real estate, finance, and community issues across Vermont, New England, and the broader United States.

I help home buyers, homeowners, and investors understand market trends, mortgage options, and building considerations so they can make confident, informed decisions about real estate.

Tax Attorney and CPA, Former IRS Agent Host of TaxWhit's Wealth Protection Podcast Published Author and Presenter on Tax and Estate Planning Topics

Erik Leland is a Realtor at Realty First serving the Lake Oswego and Greater Portland area. He specializes in local market data, digital property marketing, and residential property trends. Connect with him at LelandNW.com.

Erik Egelko is an experienced real estate executive with over a decade in the industry and over $150,000,000 in closed transactions of commercial and residential properties in Southern California. Erik is the President of Palm Tree Properties, San Diego's top-rated property management and brokerage firm. Additionally, he is the General Partner of EZ Loans, a private debt fund specializing in 2nd Trust Deeds. Erik is also an active real estate investor with holdings in residential, multifamily, and retail properties across San Diego County. His diverse experience and expertise have made him a sought-after industry professional, recognized for his ability to identify and capitalize on real estate opportunities. If you are looking for assistance with managing and growing your real estate portfolio, reach out directly: 619-616-7332 | erik@palmtreeproperties.com

Curtis Waters is a National Real Estate Strategist and the founder of Waters & Associates Group, LLC. Leveraging 12 years of active real estate investing experience alongside 11 years as a licensed real estate agent, he specializes in advanced portfolio scaling, tactical capital deployment, and creative debt structures. Based out of Charlotte, North Carolina, Curtis provides sophisticated, ground-level market insights for private investors navigating complex macroeconomic environments. As the driving force behind Entrepreneurs Report, he delivers premium, data-backed strategies designed to optimize internal equity distribution and maximize long-term asset profitability across diverse commercial property markets. Through his comprehensive guides and market analyses on Entrepreneurs Report, Curtis breaks down the precise mechanics of mid-market asset scaling and real estate underwriting. His frameworks focus extensively on helping investors transition from simple residential acquisitions into highly scalable commercial structures. By addressing advanced concepts like Debt Service Coverage Ratio (DSCR) optimization, capital stacking, and multi-asset portfolio balancing, his publications serve as a tactical roadmap for modern operators looking to preserve cash flow and shield equity during periods of compressed market margins. In addition to portfolio structuring, his insights delve into the strategic implementation of 1031 exchanges and real estate tax positioning. Curtis frequently highlights the operational challenges private investment entities face, offering clear solutions for modernizing workflows and managing acquisition pipelines. His unique dual perspective as both an experienced investor and an active broker allows him to deliver grounded, transaction-verified commentary that bridges the gap between macroeconomic trends and real-world execution.

Barrett Henry is a Broker Associate with RE/MAX Collective in Tampa Bay, Florida, bringing 23+ years of commercial and residential real estate experience to every transaction. He leads The NOW Team, serving buyers and sellers across eight counties including Hillsborough, Pinellas, Pasco, Polk, Manatee, Sarasota, Hernando, and Citrus. Barrett holds e-PRO, MRP, and SRS designations and is known for straight talk, smart strategy, and helping clients navigate complex transactions with confidence. His expertise spans residential sales, commercial properties, relocation, investor strategy, and leveraging technology to streamline the buying and selling process. Barrett is also the founder of Vyrabyte, a technology consulting firm specializing in web development, SEO, and automation for small businesses.

Tax Attorney and CPA, Former IRS Agent Host of TaxWhit's Wealth Protection Podcast Published Author and Presenter on Tax and Estate Planning Topics

Brad A. Galbraith is the Managing Partner at GW Law, PLLC’s Naples and Indianapolis offices. He focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by The Florida Bar Association. Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time. Brad maintains an Indiana CPA license and has taught estate and tax planning to CPAs and attorneys at conferences and continuing education events throughout the United States. Additionally, Brad is the co-author of an extensive continuing education program for CPAs which has been published and distributed nationally. That program, entitled Estate Planning for CPAs, has also been presented to thousands of CPAs throughout the United States. Brad is also the author of several books, including: Intentionally Defective Grantor Trusts Line By Line, Family Limited Partnership Agreement Line By Line, Family LLC Operating Agreements Line By Line, and is co-author of Disinherit The IRS, Don’t Die Until You’ve Read This Book, The Four Corners: Where Your Estate Plan Becomes A Living Legacy, and The Florida Domicile Handbook.