Specialized services for real estate companies

Traditional and Specialized Tax Advisory and Compliance Services, including: 

  • Entity formation structure or reorganization to align with partner objectives
  • Tax deferral strategies, including like-kind exchange transaction structuring
  • Cost segregation analysis to accelerate depreciation deductions to significantly improve cash flow
  • Multi-state compliance, including a dedicated state and local tax practice group
  • International tax compliance 
  • Purchase and sale agreement consulting and advisory
  • Buy vs. lease analysis
  • Strategic planning for distressed assets
  • Determination of real estate professional status in order to avoid passive activity treatment
  • Pennsylvania credit planning for Keystone Opportunity Zone (KOZ), Research and Development (R&D) and the Pennsylvania Educational Improvement Tax Credit (PA EITC)
  • Partnership restructuring
  • Agreed-upon procedures for common area maintenance and rent escalation
  • Succession planning
  • Trust and estate planning 
  • Review of expenditures to determine the availability of low-income housing, certified historic structure and qualified rehabilitation tax credits

Traditional and Specialized Assurance Services, including:

  • Audit, review and compliance services
  • Financial forecasts audited, reviewed and compiled
  • Benchmarking and ratio analyses
  • Outsourced accounting services
  • Cash flow and investment analysis
  • Financial forecasts audited, reviewed and compiled
  • Benchmarking and ratio analyses, including comparison with industry standards
  • Out-sourced accounting services

Business Advisory Services

Corporate Finance Services, including: 

Other service offerings, including: