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Real Estate Tax Advisory

Building wealth through real estate takes more than strong assets. We advise investors, developers, property owners, and hospitality operators on reducing tax exposure, protecting cash flow, and supporting long-term portfolio growth across the U.S. and abroad.

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Tax strategies that support real estate growth

Structures That Support Cash Flow, Without Closing Future Doors

We design tax structures that align with your investment strategy and risk profile. This includes ownership entities, cost segregation where it makes sense, and disposition planning before a sale is on the table. For qualifying transactions, we plan and manage 1031 exchanges and model Opportunity Zone outcomes so the economics match the structure.

Ownership and entity structure

LLCs, partnerships, and multi-entity setups aligned to liability, financing, and exit goals.

Depreciation planning

Cost segregation analysis and timing planning to improve deductions and cash flow.

Exit and reinvestment

1031 exchange planning, disposition modeling, and timing strategy for sales and re-deployments.

What We Do

Comprehensive real estate tax and advisory services

Detail-driven work across structuring, planning, compliance, and operations. Built for property owners, developers, and multi-entity portfolios, including cross-border exposure.

Portfolio structuring and planning

Entity structuring for holdings, cost segregation support, 1031 and reverse exchange planning, and long-term disposition strategy. We also coordinate estate planning topics tied to real property, including basis step-up planning and wealth transfer considerations.

Entity structuringCost segregation1031 planning

Cross-border and FIRPTA support

Planning for foreign investors acquiring U.S. real estate and U.S. clients with property abroad. Includes FIRPTA planning, foreign ownership reporting, and related compliance coordination.

FIRPTA planningForeign reportingCross-border structure

State and local incentives

Support for identifying and applying state and local incentives that can improve project economics, plus guidance on multi-state filing needs when portfolios expand across jurisdictions.

Incentives reviewMulti-stateProject modeling

Operational and reporting support

Sales and use tax compliance, lodging and occupancy tax coordination, lease accounting under ASC 842, budgeting and forecasting, and internal accounting reviews to improve controls and reporting accuracy.

Sales and lodging taxASC 842Reporting controls

Good to Know

Frequently Asked Questions

FIRPTA is usually the first issue — it affects withholding on disposition and can tie up significant cash if it is not planned for. We handle FIRPTA planning, foreign ownership reporting, and the entity structure so the tax outcome matches the investment thesis from the start.

Before the sale is on the table. 1031 and reverse exchange planning has strict timing rules, and the structure has to be in place ahead of the transaction. Disposition planning done early is where the value is.

Sometimes — it depends on the property type, basis, and how long you plan to hold. We run the analysis where it makes sense rather than applying it by default, and we look at how the timing affects your cash flow.

Yes. Short-term rental and hospitality operations face layered filing and reporting requirements — lodging and occupancy taxes, sales and use tax, and multi-jurisdiction exposure. We manage the planning and compliance for those operations.

It depends on liability, financing, and your exit goals. LLCs, partnerships, and multi-entity setups all have trade-offs. We design the structure to support cash flow today without closing doors on the transactions you may want later.

Let's Talk

Clarity, confidence, and compliance.

Book a confidential consultation and we'll map out your next steps together.

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