Navigating an evolving landscape
We have approximately 25 years’ experience working with developers, investors, contractors, managers, owners, and operators in all real estate sectors – affordable housing, condominium associations, commercial office and retail properties, hotels, and industrial properties.
Our real estate services include:
Asset Transfer Planning
Tax Planning and Compliance
State and Local Tax experience in all 50 states
Investor / Developer Characterizations
Estate & Succession Planning
Financial Auditing and Accounting
Strategies for Managing Passive Losses
Strategic Planning
Technology Consulting
HR Advisory Consulting
In addition to the above, our construction services also include :
Risk management and forensic accounting
Lease versus purchase analysis
Construction Claims
Forecast and projections
Job profit analysis
Working capital planning
Bonding Requirements
Assurance
We have significant experience in the financial reporting requirements of real estate and construction entities. Our assurance services include financial statement audits, reviews, compilations and agreed-upon procedures for various real estate and construction entities. We work with management to determine the most appropriate type of reporting based on the specific requirements management is trying to comply with. Our assurance services include experience with real estate funds, real estate financing institutions, developers, contractors, sub-contractors, investors, condominium associations, commercial office/retail properties and hotels.
Tax
We help you navigate the various federal, state, local and international tax considerations and compliance matters related to your real estate or construction entity. We work with you from inception to divestiture of your real estate entity and/or interests. We have experience in working with various real estate entity structures and have helped clients with entity formation/organization to ensure maximum tax efficiency and compliance.
Specifically, we assist with:
- Tax planning for real estate related transactions, acquisitions, sales, and refinancing
- Construction tax accounting
- Federal, state, and local income tax return preparation
- Identification of federal, state, and local tax credits and incentives
- Tax certiorari services
- Cost segregation analysis
CFO Services
We bring our approximate 25 years of experience working with real estate entities to your business. As part of our CFO services, we can help your real estate business with strategy, financial reporting/analysis and transactional / bookkeeping services.
Our CFO services include:
- Due diligence
- Leasing and financing strategy and structuring
- Evaluation and implementation of internal controls
- Provide assistance in mortgage financing
- Cost certifications
- Troubled debt restructuring, tax-advantaged structuring of transactions, and partner buyouts and redemptions
- Succession planning
- Cash flow planning, budgeting, and profitability analysis
- Investor reporting and compliance
- Project management