Specialized services for real estate companies
Traditional and Specialized Tax Advisory and Compliance Services, including:
- Entity structure organization or reorganization to determine the most beneficial organizational structure to meet business objectives and minimize tax obligations
- Tax deferral strategies, including like-kind exchange transaction structuring
- Cost segregation analysis that can significantly improve current cash flow by accelerating depreciation on a building or significant renovations
- Multi-state compliance including a dedicated state and local tax practice group
- International tax compliance including direct ownership and investor reporting
- Sales agreement structure advisory to obtain maximum tax benefits
- Buy vs. lease analysis
- Distressed assets – Operational and tax strategies
- Real Estate Professional, qualification for avoiding passive activity treatment
- Pennsylvania credit planning regarding the maximum utilization of KOZ, R&D and PA EITC
- Certified historic rehabilitation credit compliance and planning
Traditional and Specialized Assurance Services, including:
- Audit, review and compliance services
- Financial forecasts audited, reviewed and compiled
- Benchmarking and ratio analyses, including comparison with industry standards
- Out-sourced accounting services
Business Advisory Services, including:
- Cash flow and investment analysis
- Load workouts and debt refinancing assistance
- Agreed-upon procedures for common area maintenance, percentage rent and escalation rent
- Succession planning to allow for transfer of ownership, while minimizing estate and gift taxes
- Trust and estate plans to preserve wealth
- Expenditures reviews to determine the availability of real estate tax credits including, low income housing, certified historic structure and qualified rehabilitation
- Financial services, construction and permanent lending, government financing, leasing and sale-leasebacks selection assistance
- Merger and acquisition analysis
- Joint venture modeling and capital raising offerings
- Financial models for inclusion in offering memorandum for real estate investors
Other service offerings include:
- Technology Advisory Services
- Wealth Management
- Creative Financial Staffing - Temporary and permanent staffing services