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

Corporate Finance Services

Other service offerings include: