Paul Levine — Commercial Real Estate & Tax Strategy Advisor
Commercial Real Estate Architecture
50+ Years of Accounting & Tax Expertise

REAL ESTATE.
TAX STRATEGY.
EXPERIENCE.

Paul Levine combines more than 50 years of CPA experience with commercial real estate expertise to help investors evaluate opportunities, structure transactions, optimize cash flow, and pursue tax-efficient strategies.

50+

Years of Cumulative Authority


Commercial Realtor
Real Estate Income Tax Advisor
Retired Certified Public Accountant (CPA)
Former University Professor
"Experience changes the way you view an investment structure."
50+ Years CPA Experience Commercial Real Estate Real Estate Tax Strategy Forensic Accounting Expert Witness University Professor Negotiation Strategy 50+ Years CPA Experience Commercial Real Estate Real Estate Tax Strategy
Paul Levine
THE EXPERIENCE BEHIND THE STRATEGY

Paul Levine

Commercial Realtor & Income Tax Advisor

01 / PERSPECTIVE & BACKGROUND

Experience changes the way you see an investment.

Paul Levine is a Commercial Realtor and Real Estate Income Tax Advisor with more than five decades of experience as a Certified Public Accountant.

His distinguished career has included forensic accounting, litigation support, expert witness testimony, business valuation, negotiation, strategic tax planning, auditing, and university-level accounting instruction.

He has negotiated the sale of accounting clients to public companies, including a Fortune 500 entity, and has worked extensively alongside attorneys and business owners on complex financial matters.

50+
Years CPA Experience
6+
Years University Professor
500+
Published Articles
10
"No Change" IRS Audits
02 / THE DIFFERENCE

A REALTOR WHO THINKS LIKE A CPA.

Commercial real estate decisions are rarely just about the property. They are about financing, cash flow, depreciation, taxes, appreciation, ownership structures, risk, and long-term financial positioning.

01

PROPERTY

Evaluating location & asset fundamentals

02

FINANCING

Analyzing capital structures & debt terms

03

CASH FLOW

Projecting net operating income & yield

04

DEPRECIATION

Unlocking tax acceleration opportunities

05

TAX STRATEGY

Structuring to minimize tax exposure

06

WEALTH

Building sustainable long-term capital

03 / CORE CAPABILITIES

ONE CAREER. MULTIPLE DISCIPLINES.

01

Commercial Real Estate

Buying, selling, financing, and evaluating income-producing properties across Southern California.

02

Real Estate Tax Strategy

Understanding depreciation, cost segregation, interest deductions, and structural tax mechanics.

03

Forensic Accounting

Business valuation, litigation support, financial investigation, and expert witness capabilities.

04

Strategic Negotiation

Decades of experience negotiating complex financial, corporate, and real estate transactions.

05

Investment Strategy

Helping investors evaluate cash flow, appreciation, financing terms, and long-term capital protection.

06

Business Consulting

Combining detailed financial expertise with practical business operational planning.

04 / PROPERTY STRATEGY

Why Multifamily Housing?

Multifamily real estate can combine three powerful investment characteristics: cash flow, long-term appreciation, and potential tax benefits.

* Note: Tax outcomes depend on individual financial circumstances. Consult your qualified tax professional before making investment decisions.
01

CASH FLOW

Income-producing residential property can generate recurring rental income streams.

02

APPRECIATION

Strategic property ownership provides long-term potential for appreciation and capital growth.

03

TAX BENEFITS

Depreciation and other tax considerations can significantly affect after-tax economics.

05 / TAX ARCHITECTURE

MAKE THE TAX CODE PART OF THE STRATEGY.

Paul's accounting and tax background allows investors to evaluate real estate options with structural tax clarity.

COST SEGREGATION STUDIES

Understanding Hidden Tax Potential Inside Real Estate

Cost segregation can potentially accelerate depreciation on qualifying components of certain commercial properties.

LAND
Non-depreciable
BUILDING
27.5 / 39 Years
FIXTURES
5, 7, or 15 Years
EQUIPMENT
Accelerated
IMPROVEMENTS
Site Specific
06 / THOUGHT LEADERSHIP

THE DAILY THINKING

Real Estate. Taxes. Interest Rates. The Economy. Experience.

Real Estate Strategy August 2026

Multifamily Housing Should Be Your Plan

Analyzing cash flow sustainability and long-term asset positioning in changing economic climates.

Read Insight
Tax Planning July 2026

Understanding Cost Segregation

How reclassifying commercial property components can affect tax acceleration for qualified investors.

Read Insight
IRS Distinction June 2026

Real Estate Professional vs. Investor

Understanding critical tax distinctions and structural rules under IRS guidelines.

Read Insight
07 / CASE STUDY

WHEN REAL ESTATE REQUIRES MORE THAN A REALTOR

THE PROPERTY

Sherman Oaks Mixed-Use Asset

THE CHALLENGE

Two elderly owners seeking to maximize property value and protect capital.

THE STRATEGY

Assembled expert team across legal, estate, real estate, and construction.

THE OUTCOME

Acquired for a dental practice with estate protection structuring.


The Lesson: Know what you know — and know who to bring in when you need more.
08 / DIRECT ENGAGEMENT

LET'S TALK ABOUT YOUR NEXT PROPERTY.

Whether you are evaluating an acquisition, thinking about selling, considering multifamily real estate, or trying to better understand tax implications, start with a conversation.

Beverly & Company — Calabasas, CA

Start a Conversation

PAUL LEVINE

Commercial Real Estate & Tax Advisor | Beverly & Company Calabasas


© 2026 Paul Levine. All rights reserved. Information presented on this website is for general informational purposes and should not be considered individualized tax, legal, financial, or investment advice. Tax laws and individual financial circumstances vary. Consult qualified professional advisors before making financial or tax decisions.