Although the real estate market is in a constant state of flux, our professionals have up-to-date training as well as in depth experience to assist you with complex transactions involving development, acquisition, disposition, investment, and management of all properties. You can improve the efficiency, stability and profitability of your business, with our knowledge perspective and proactive solutions that help you gain a competitive edge in the real estate industry.

With effective planning and advise, our Real Estate professionals can help you minimize risk and protect your assets while achieving new levels of success. We are skillfully positioned to provide comprehensive one-stop accounting, assurance, tax, and consulting services to a wide variety of real estate professionals.

Assurance Services

• Audits and reviews of financial statements
• Common area audits
• Due diligence procedures in connection with property acquisition and financing
• SAS 70 audits for property management firms

Tax Services

• Cost segregation studies   
• Like-kind exchanges: Planning for tax deferral through use of Section 1031 transactions including reverse exchanges and multi-party exchanges.
• Tax strategies for minimizing tax on gain from disposition of real estate: investor/developer characterization
• Purchase price allocations upon acquisition of real estate
• Tax return preparation for partnerships, limited liability companies, individuals, trusts, and family limited partnerships
• Estate planning strategies for owners of real estate
• Choice of entity planning for ownership of real estate
• Planning for the formation in real estate investment trusts (REITS) including UPREIT and DOWNREIT structures.
• Enterprise Zone credits
• Planning for partnership formation, including analysis of tax ramifications of contribution of property, interest for services and special allocations

Consulting Services

• EBITDA Analyses
• Cash flow modeling
• Business valuation analyses
• Outsourced accounting services: e.g., monthly financial statements
• Personal financial planning
• Internal controls and operational efficiency reviews